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Tips   Create a search

If you have QueryAll permission, you can search for requests for every user in the current partition.

Related topics

About searching

Select filters for a search

Save a search

Review search results

Run a saved or system search

 

Screen details

If you have not previously saved searches and no system searches are available, the Create Search screen is automatically displayed when you click Searches in the Navigation Panel on the Home page, or when you click Explore in the central "swoosh" or image and then click Searches. Otherwise, click Create a New Search on the Searches screen.

 
  1. Enter a descriptive name for the search, such as “Approved Requisitions” or “Department 411 Expense Reports.”
  2. Select the category in which you want to search, such as requisitions or user profile updates.
  3. Specify filter values to limit data.
    • Click Add/Remove Search Filters to add or remove filters. If you leave the field blank, all possible values are displayed.
    • If a filter is associated with line item information, the search retrieves every document where any line item matches the specified value. A filter that is not line-item specific applies to the entire document.
    • If available, click the Table Options icon, located in the row above the column headers, to display commands that control the display of data in the table. For example, you can hide or show columns of data; group data; or export data to Excel.
  4. Click Search to search for items that match the specified search criteria and display the search results for review.

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