If Federated Search Services is installed on Content Server, Documentum Administrator provides the option to create search templates. A search template is a predefined search in which users can change certain search values each time they run the search. Search templates can be private or public. In the Saved Searches node, public, and private search templates are distinguished by one of the following icons:
means this search template is public, and accessible to any user.
means you are the only one that can access this search template .
.For more information about installing Federated Search Services, refer to the Federated Search Services Installation Guide.
To create a search template:
Run an advanced search, and select the properties, and values to include in the search template. You must select at least one property, and value combination.
To include a property for which the user sets the search value, set a temporary value for that property. You can make that property editable later in this procedure.
From the search results page, click Save template
.Type a name for the search template.
To allow other users to access this search, select Make this search available to others.
To allow users to change values for a property, use the arrow to move that property to the Input fields box.
To keep a user from changing the value of a property, leave the property in the Fixed values box.
Click Save.