Legacy platform

Modify a saved approval rule search in IBM® Sterling Business Center

After you have saved an approval rule search, you can return to that search and modify it.

About this task

To modify a saved approval rule search:

Procedure

  1. Navigate to the Approval Rule Summary screen. To navigate to the Approval Rule Summary screen, perform the following steps:
    1. Log in to Sterling™ Business Center as Pricing Administrator.
    2. The application home page is displayed. Click the Pricing tab.
    3. From the Pricing home page, click Find Approval Rule in the Quotes dashlet.
    4. The Approval Rule Search screen is displayed. Click Saved Searches to view the list of saved approval rule searches. Alternatively, click Advanced Search, and then click Saved Searches.

      The saved approval rule searches are displayed in a menu, with the favorite saved searches, if any, displayed at the top of the list.

      Note: A maximum of eight saved searches are displayed in the menu.
  2. Perform either of the following steps:
    • If the saved search is displayed in the menu, click the saved search to view the corresponding search screen.
    • If the saved search is not displayed in the menu, click More Searches... The Find Saved Searches for Approval Rules dialog box is displayed. In the Saved Search Name Contains box, enter either the complete or partial saved search name to filter the list of saved searches displayed in the Saved Searches panel. Double-click a saved search name to view the corresponding search screen. Alternatively, click a saved search name, and click Select to view the corresponding search screen.
      Note: The More Searches... button is displayed only if there are more than eight saved approval rule searches.
  3. The Approval Rule Search screen is displayed with the search criteria populated automatically. Modify the information, and select Create Saved Search from the Saved Searches drop-down menu.
  4. The Save Search dialog box is displayed, with the name of the original saved search populated in the Saved Search Name* box. Perform one of the following steps:
    • To overwrite the original saved search, leave the name as is. The Confirm Overwrite dialog box, which contains a message asking you for confirmation about proceeding with the update of the original saved search, is displayed. Click Yes.
    • To save the search under a new name, enter a name for the search.
  5. Select the Include in favorite searches check box to include the saved search in the list of favorites. If you select this check box, the saved search name will be displayed as a hyperlink in the home page and you can quickly navigate to this saved search by clicking the corresponding hyperlink.
  6. Click Save.
    Note: * indicates that the field is mandatory.