Creating a Custom Quick Search

You can create a custom Quick Search from a criteria-based List for most IQ modules. With the proper security, you can post the custom Quick Search so that it is available for all IQ users. In the following example, we will create a custom quick search to  search for Mail records that were closed during the past week with the "Complete as Duplicate" Status using an existing criteria based Mail List that contains the following criteria:

Find Mail ...

with Status Equal To 'Completed' And

with Outgoing Method Equal To 'NONE' And

with Assigned User Name Equal To Nothing And

with Date Out Greater Than or Equal To 'Today-7' And

with Date Out Less Than or Equal To 'Today' And

with Comments Contains 'Recorded as a duplicate'

How to create a custom quick search using a Mail list with the above criteria:

1. Search for the list you want to use as a Custom Quick Search.

2. Click the list name link to go to the List Record page.

3. Click in the Usage field on the Review Query panel and select "Draft Quick Search Screen" if you want to limit the custom quick search to only your user-id. Select "Published Quick Search Screen" if you would like the custom quick search to be available to all IQ users. Note: This option only appears if your IQ user has been granted access to Security Lock #116.

4. Click the Screen Builder tab and click the Edit button next to line 3.

5. Select "Prompt for this value" in the Usage list field in the Screen Builder Line 3 frame.

6. Type "Assigned User" in the Screen Prompt field.

7. Select "Remove query line" in the Empty Value Rule list field.

8. Click the Save button located at the bottom of the Screen Builder Line 3 frame.

9. Click the Edit button next to line 4.

10. Select "Prompt for this value" in the Usage list field in the Screen Builder Line 4 frame.

11. Type "Start Date" in the Screen Prompt field.

12. Select "Use default and require entry" in the Empty Value Rule list field.

13. Click the Save button located at the bottom of the Screen Builder Line 4 frame.

14. Click the Edit button next to line 5.

15. Select "Prompt for this value" in the Usage list field in the Screen Builder Line 5 frame.

16. Type "End Date" in the Screen Prompt field.

17. Select "Use default and remove if empty" in the Empty Value Rule list field.

18. Click the Save button located at the bottom of the Screen Builder Line 5 frame.

19. Select the Close action to close the List record.

The "Mail Completed as Duplicate" custom quick search will now appear in the Search Mail for field on the Mail Quick Search page.