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Search Filters

Search filters limit which objects the search returns. For example, if the object is users, you can limit the search to find only contractors. You can configure a filter to find users with the Employee Type of Contractor.

You can configure the following fields for searches:

Show only objects meeting the following rules

Defines additional criteria to be combined with the user-defined filter to constrain the search.

Note the following when using this field:

Default search filter

Defines a filter that appears by default when an administrator uses the search screen. For example, if you are configuring a search screen for the Modify Contractor task and you know that administrators typically search for contractors based on the contract firm name, you can set the default filter to Contract Firm = *. Administrators can override the default filter by specifying different search criteria. Setting a default filter improves performance by limiting the number of results returned if an administrator does not specify a filter before beginning a search.

Auto select all search results when used with multi-select tasks

Specifies that all search results are selected by default. If you select this check box, all the objects in the search results list appear with a checked box next to the object name.

Automatically perform search

Specifies that a search field is displayed with the search results.

Automatically set subject of task when there is only a single search result

Sets the primary object of the task automatically when only one object matches the search filter.

For example, suppose that this option is selected for a user search screen which is associated with the Modify User task. When an administrator opens the Modify User task and enters a search filter that returns only one user, CA IdentityMinder opens the Modify User task for that user. The administrator does not have to select the user to open the Modify User task.

Note: For this setting to apply, Automatically perform search must also be selected.

Save search filter

Specifies that the search filter for the task is saved for the user in the current session. The next time that user searches in the task, the saved search filter will be displayed.

Note: CA IdentityMinder saves the search filter for the duration of the user session. When the user logs out, the search filter is cleared.

Search in organization

Displays an organization filter on the search screen. If this check box is selected, administrators can specify a filter that limits the organizations in which CA IdentityMinder searches for an object. You can specify defaults for the organization search filter by specifying a search screen in the Organization Search field.

Save search organization

Specifies that the organization for the task is saved if an organization was established for the search. The next time a user searches in the task, the organization will be displayed.

Organization Search

Specifies the search screen that CA IdentityMinder uses to allow administrators to search for an organization.

Default Organization Search Scope

Specifies the default organization search scope that appears when an administrator uses a search screen. The search scope determines the levels in an organization tree that are included in the search. Administrators can override the default organization search scope by specifying different search criteria on the search screen.

For example, if you configure a search screen for a custom Modify Contractor task in an environment that stores contractor information at various levels in the organization tree, you can set the default organization search scope to And Lower.

Single expression search

Defines the type of search filter that appears on the search screen. When you select this checkbox, users can specify a single search filter, such as <attribute><comparator><value>. When you clear this checkbox, users can specify multiple search filters. For example, <attribute1><comparator><value1> AND <attribute2><comparator> <value2>. Objects that meet the conditions in all the filters are returned in the search results. In the previous example, objects that include <value1> and <value2> would be returned as search results.

Equals Only Search

Prohibits administrators from using search operators other than equals.

Display the number of results

Displays the number of matching search results. When this check box is selected, all searches return the message, "There are X number of results".

Add task button for <task name>

Adds a link to another task to the search screen. The link is displayed as a button.
This field is typically used to add a Create task to a search screen that is configured for object-task navigation.

Optional label

Specifies a label for the task that you selected in the previous field. This label appears on the button for the task.

Add multi-delete button for <task name>

Adds a link to a task that allows administrators to select multiple objects to delete. The link is displayed as a button.
This field is typically with object-task navigation.