Concepts

Tasks

Creating Find Bar Sets

Use the Find bar at the top of an APM windowto quickly access a specific object when you know its number. The list of objects (classes) in the Open list can seem confusing, even irrelevant. APM provides options that do not require customization for simplifying the experience of using the Find bar. You can:

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Create find bar sets for specific user roles. For example, a purchasing buyer might only need purchasing objects (PO, supplier, invoice, and so on), while a maintenance trades person would have a different set of classes (work order, asset, standard task, and so on). The find bar set is assigned to the user

•	Create a generic find bar set and assign it as the default at the enterprise level. Only those classes will be available to all users

This topic explains how:

•	To Create a Find Bar Set

•	To Define the Default Find Bar Set for the Enterprise

•	To Assign a Find Bar Set to a User

To Create a Find Bar Set

1.	From the Site window, click on the tool bar. The Enterprise window appears.

2.	Select the Customization Center view.

3.	Select the User Interface tab and the Find Bar tab:

4.	Click New. The Find Bar Set dialog appears:

5.	Provide a descriptive name for the find bar set.

6.	Select the classes to appear in the Open list.

7.	Click OK. The find bar set is added to the table.

To Define the Default Find Bar Set for the Enterprise

1.	At the bottom of the Find Bar tab, click Change. The UI Settings dialog appears.

2.	Select the Find Bar tab.

3.	In the Default find bar set list, select the find bar set that will become the new default.

4.	Click OK. The dialog closes and the new default is shown.

To Assign a Find Bar Set to a User

1.	From the Site window, click on the tool bar. The Enterprise window appears.

2.	Select the Security view and the Users tab.

3.	Locate and double-click the user. The User window appears. For example:

4.	In the Find bar set list, select the find bar set for the user.

5.	Click OK. When the user clicks the Open list, only objects in the find bar set are available for selection.