Creating searches

Use searches to find information that is critical to your role and to share information with your colleagues.

You can use searches:

• To create dashboards.
• To create scheduled reports.
• To target records in workflows.
• To refine the information that is exported to a spreadsheet.
• To assign to a role so that users with that role only see the information that they need to see.

Animation: Multiselect search fields

Tip
To view in full-screen mode, right-click the animation and click Open image in new tab or download the animation. 

If you use the screen builder to hide a field, make sure you refresh the page before selecting search criteria.