Definition of Selection Variants 

Use

Selection variants combine several selection criteria and simplify finding documents. You save several search criteria in one template. You can use this template to avoid entering often-used individual search criteria on various tab pages.

Prerequisites

We recommend you enter several search criteria for documents find.

Features

The type of selection variants, either general standard variants or user-specific, is dependent on which users can use them.

A standard variant is a selection variant that any user can allocate before a document find.

A user variant can only be allocated to the user before the document find that created selection variant.

Activities

Creating Selection Variants

  1. Choose Document ® Find.

    2. You see the Find document: selection criteria screen

  2. Enter the search criteria on tab page, for example Classification, Texts.
  3. Choose Save selection variants.

    4. You see the Save selection criteria dialog box.

  4. Enter a technical name and a description.
  5. You can also set the indicator User-specific. In this case you can use the selection variants.
  6. Save the selection variants.

The Find document: Selection criteria screen reappears. You can now start the document find function.

Choosing Selection Variants

  1. Choose Document ® Find.

    2. You see the Find Document: Search criteria

  2. Choose Choose selection variants.

    3. You see the Choose selection criteria dialog box.

  3. Position the cursor on the selection variants and choose Copy.

The system copies the selection criteria into the tab page.

The Find document: Selection criteria reappears. You can now start the document find function.

You can reset all the search data by choosing Reset selection criteria.

Displaying the Overview of Selection Variants

  1. Choose Document ® Find.

    2. You see the Find Document: Selection criteria.

  2. Choose Selection variants ® Management.
  3. A list appears that contains all the Standard variants.
  4. You can list the User variants by choosing User variants.

You can delete individual selection variant on these lists.