Creating a custom search

Follow these steps to start a new custom search.

  1. If you are starting the new search from the Custom Searches application, start by selecting the data view that defines the database and Table that will be searched, as well as data presentation options.
  2. If you are starting the new search from within MI Explore, Explore application toolbar, click Create a new Custom Search.
    The settings from the current Explore data view are used to define the database and Table that will be searched, and relevant data presentation options.
  3. Define your search criteria using the options in the custom search criteria panel.
    • To find records that contain specific text, enter the search terms in the Text Search field.
    • To search records that are in specific Favorites Lists, choose the lists you want to search using the Favorites Lists dropdown.
    • To search for records that contain specific attribute values, enter the name of an Attribute in Add a search criterion, and then set the required values.
      Tip: As you type, all available Attributes which could match the name you enter are listed. Keep typing to narrow the list down further.

  4. Click Save as at the bottom of the custom search criteria panel.
  5. In the Save this search dialog, click the + button.
  6. Enter a name and, optionally a description and some notes, then click Save.
  7. Click Save again to save the new custom search.
All of the search criteria you specified are saved, along with your current data view settings.