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:

  • Print
  • 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:

  1. In the Processes window, open the folder in which you want to add a process from the search results.
  2. From the search results, drag the process to the Processes Summary pane.
  3. Click Save to save your changes.

To add layouts and variables to a process:

  1. 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.
  2. From the search results, drag layouts and variables to their respective fields in the Process Editor.
  3. 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.

 

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