Search for and Select a Record

Use the Find <hub record> field to find and select a record that you want to review or edit. Use the Searches filter to select a standard or an existing search or create a new search and define custom filters.

To find and select a record:

1. Display the hub or application.
2. Click on the Searches filter and do one of the following:
   • Select a standard filter, such as Active, All, or Mine.
   • Select an existing search or legacy search filter.
   • Select + New Search to display the New Search dialog box, on which you can create a new custom filter that is immediately applied.
   Records that meet the filtering criteria, and which your security role may access, display in the Find drop-down list. The records in this list may include visual queues that provide a quick indication of the record's status. For example, project, firm, or contact lists display inactive record icons in a lighter, grayed-out font. Active records, however, display in a normal color. For additional information, see Lookups in the Browser Application online help topic.
3. Optional. To refine the list further, type one or more characters in the Find field and pause to allow time for the results set to refresh.
4. Select a record from the drop-down list.
5. To see the contents of another record in the search results set, use the paging arrows to the right of the Find field or toggle to the list view and edit many records in a list at once.