Configuring the User Interface › How to Configure the User Interface › Search Configuration › Assign a Default Search for a Role

Assign a Default Search for a Role

You can assign a default search for a role so that all users in the role have the same default search when they click a tab or subtab. For example, all users responsible for reviewing and negotiating contracts, agreements, and services belong to the Contract and Vendor Management role. To simplify the search setup for users so they do not have to specify a default search for themselves, you configure the default legal document search. You assign the configured legal document search as the default for all users in the Contract and Vendor Management role. When users in this role click the Legal Document tab, they see the configured legal document search as their default, rather than the default legal document search provided by the product.

Consider the following information when assigning a default search for a role:

• If you do not assign a default search for a role, the default search for the object appears when users in the role click the tab or subtab.
• You can assign multiple default searches for a role. However, you can only assign one default search for a particular object type (for example, model, asset, legal document, and so forth) to a role.
• When a user saves a search as their default, that search is the default for the user, even when you assign a different search as the default for the role. For example, a user in the Asset Technician role sets their default search as the asset search provided by the product. You configure the default asset search by adding a field to the search criteria and removing a field from the search results. You then assign the configured asset search as the default search for the Asset Technician role, to which the user belongs. The default asset search is the default for the user, even when you have assigned the configured asset search as the default for the role.
• A search must be available to a role before you can assign the search as the default for the role. For example, you create a legal document search. To make the search available to the Contract and Vendor Management role, assign the Contract and Vendor Management role to the search. You can then assign the legal document search as the default for the Contract and Vendor Management role.

  Note: For more information about assigning a role to a search, see Search Security.

To assign a default search for a role

1. Click Administration, User/Role Management.
2. On the left, expand the Role Management menu.
3. Click Role Search.
4. Search for and select a role.

   The role details appear.

5. In the Default Searches area of the page, click Select New.
6. Select the default search for the role.

   The default search is added to the Default Searches list.

7. Click Save.

   The search is saved as the default for all users in the role.