Hyperfind Profiles

Hyperfind Profiles contain a specified group of public Hyperfind queries. Managers to whom a profile is assigned can access those queries. By default, the system contains two Hyperfind profiles:

  • All Hyperfind Queries — Allows access to all defined public Hyperfind queries in the system. This profile cannot be modified or deleted.
  • Empty Profile — Contains no public Hyperfind queries. This profile is the default assigned to all new Display Profiles.
Note:
  • Managers need Function Access profile permissions to create, edit, and delete queries. They can only work with the queries to which they have access. Managers also need Function Access profile permission to create, edit, duplicate, and delete Hyperfind profiles.
  • When managers create a new Hyperfind query, it is automatically assigned to their Hyperfind profile. All users with the same Hyperfind profile have access to the new query.
  • A Hyperfind query cannot be changed from public to private if it is included in any other Hyperfind profile. To make a public query private, you must first remove it from all Hyperfind profiles. If, however, a query is used only in the logged in manager's profile and the manager created the query, the manager can change it from public to private.

Add, edit, or duplicate Hyperfind Profiles

  1. From the Main Menu, select Administration > Application Setup > Common Setup > Hyperfind Profiles.

    The profiles currently configured are listed in ascending alphabetical order. You can change the sort order to descending by selecting the Name column header. You can also sort the list by description by selecting the Description column header.
  2. Click New or select a profile from the list and click Duplicate or Edit.
  3. On the the Hyperfind Profiles Editor page, enter or change the Name and Description.
  4. If necessary, click Search to search the list of available Hyperfind queries items rather than scrolling through a list.
  5. From the Available Hyperfind Queries select the applicable Hyperfind queries and move them to the Selected Hyperfind Queries box. Hold down the Ctrl key to select more than one.

Delete a Hyperfind Profile

Select the profile in the Hyperfind Profiles workspace and click Delete.

Note: You cannot delete a Hyperfind profile that is used in another Display Profile. Before you can delete the Hyperfind Profile, you must remove it from all other Display Profiles.

Assign Hyperfind Profiles

Assign a Hyperfind Profile by adding it to a user’s Display Profile. The default Hyperfind profile is Empty Profile.

  1. From the Main Menu, select Administration > Application Setup > Display Preferences > Display Profiles.
  2. Click Create or select a profile from the list and click Edit .
  3. In the Display Profile, select a Hyperfind profile from the Hyperfind Query Profiles drop-down list.
  4. Click Save