Using Certify Easy Search
Certify Easy Search enables you to quickly search the following:
- Processes
- Layouts
- Variables
- Results
- Attributes
Search Results
When you enter the item that you are searching and click the Search button, a list of results appears. The results are arranged according to the Certify item, and the following icons are used to distinguish each one:
Component |
Icon |
Processes |
|
Layouts |
|
Variables |
|
Results |
|
If you just want to see one category, select the Show option you want to view.
To see the item in its folder, right-click on the item and select Show in Folder.
Tasks Menu
When you right-click on an item in the results list, you can to do the following tasks:
- Export
- Edit
- View process usage
- View history
- Show item in its folder
Editing Search Results
Not only are you able to find and view items, but you can also edit them by double-clicking on the item to go directly to the Edit dialog.
The following items can be dragged from a search result and placed into a new process or folder:
- Processes
- Layouts
- Variables
To add processes to a folder:
- In the Processes window, open the folder in which you want to add a process from the search results.
- From the search results, drag the process to the Processes Summary pane.
- Click Save to save your changes.
To add layouts and variables to a process:
- Open the Process Editor by double-clicking on a process in the search results or by double-clicking the process in the Processes Summary pane.
- From the search results, drag layouts and variables to their respective fields in the Process Editor.
- Click Save to save your changes.
Advanced Search
Click the Advanced Search button to assist you in your search for attributes. Select an operator and attribute from their respective drop-down menus to filter your search results.
Docking Certify Easy Search
You are able to dock the Certify Easy Search to any window or dialog by selecting it from the Docking drop-down menu that is next to the the Dock icon. If you do not want to dock Certify Easy Search, click the Dock icon to move it.