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Below the category object are the Searches and the Tree Views objects.  Expanding the Search object will display the default search called New Search and any global searches have been saved in the Navigator.  Right-clicking on one of the search objects opens a context menu.

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For categories that are part of a case, an administrator can publish default views directly from inside the Thereforeā„¢ Case Manager (see Case Manager for more details). Only one view per category may be published, and this will be listed as <Case Manager view> in the Thereforeā„¢ Solution Designer under each category's Searches object, as seen above. Here the administrator can configure security and delete views as required.

 

Delete Search

This is only possible for saved searches.  The saved search will be deleted.

 

Export

Export the configuration.

 

Security...

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Group and user names:

Users and groups can be added and removed.  

 

Permissions

Permissions can be allowed and denied.  

 

Execute Search

The user/group can use this search dialog in the Navigator.

 

Category Tabs

If denied, this category cannot be used in a cross category search.

 

Administrator

The user/group can edit and move globally saved searches.

 

Set permissions

When allowed the user/group can modify the security settings for this object.

 

Inherit permissions from the parent object

Permissions will be inherited from the parent object.

 

Advanced permissions

There are no permission sets configured for this object and so the full list of permissions is displayed by default.

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