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use default filters for searches for records

kuth

Team,

In general, User can use the Search editor to perform a complex search of multiple clauses and to use as filtering using TRIM Client.

In CM10, Record Type tab & Search Tab by default tick the checkbox and we have to untick this to be able to place in our own selection. I dont find any Global settings for this.

Can someone help me the triggering point and how to make it "untick" by dafault?

  • Verified Answer

    +1

    In CM 10 Patch 2, if you uncheck the options and save (Press OK), it saves your preference.  So, if it's unchecked and you click OK, it should be unchecked the next time.  You don't even need to check the box for 'Set as Default Filters for searches for Records'.  This will, however, work differently in an environment where you cannot change your options (Lockdown Style).

    Thanks,
    Ryan Winston

  • 0 in reply to 

    Thanks Ryan. It means, every user needs to do this, uncheck the options and save (Press OK),  and it will saves their preference. I tried to login TRim client as an Admin and set this preference and looks good. I also have another account as an "Records Coordinator" and logged in and did the same and looks fine next time. If I am not wrong, there is no global settings for Admin to control and every user can set their preference as ticked or unticked? Pls confirm. 

    On the side note: what is "Lockdown Style" and where to check? thx in advance.

  • 0 in reply to 

    Lockdown styles can be found under System Options > User Interface and it is the top most drop down box

  • 0 in reply to 

    Thx, found it.

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