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Create Search Templates

Search Templates are used to define the search fields used to retrieve information and documents.

Search Templates can be created in two ways:

  1. From Data Definitions (either at the time of publication or at a later time) – see “Publish a Data Definition and Create a Search Template
  2. As a separate Search Template which consists of one or more:
    • Fields from Data Definitions
    • Custom Fields
    • Auditable Fields

See “Create a Search Template

Note: You must have Permissions configured to allow you to Manage Search Templates. If your Permissions are not set to allow you to Manage Search Templates, Search Templates will not be displayed in the tree view. See “Users and Groups” and Permissions Inheritance” for more information.

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