You can save an approval rule search to avoid entering the corresponding
search criteria every time you search for a particular approval rule.
About this task
To save
an approval rule search:
Procedure
- Navigate to the Approval
Rule Search screen. To navigate to the Approval Rule Search screen,
perform the following steps:
-
Log in to Sterling™ Business Center as Pricing
Administrator.
- The application home page is displayed. Click the Pricing tab.
- From the Pricing home page, click Find
Approval Rule in the Quotes dashlet.
The Approval Rule Search screen is displayed.
- In the Basic Approval Rule Search panel,
enter the appropriate search criteria. Alternatively, click Advanced
Search and enter the appropriate search criteria.
- From the Saved Searches drop-down
menu, select Create Saved Search.
- The Save Search dialog
box is displayed. In the Saved Search Name* box, enter a name
for the search.
- Select the Include in favorite searches check
box to mark the saved search as a favorite. Marking a saved search
as a favorite enables you to quickly navigate to that saved search
from the home page. A maximum of five most recent favorite saved searches
are displayed as hyperlinks under the Favorite Searches panel
in the home page. You can also access the favorite saved searches
using the Favorites menu in the header bar
of the home page.
- Click Save.
Note: * indicates that the field is mandatory.