Explains how to change a search results where you can manage and optimize your search results by configuring your search user preferences
Configure Personal Search Settings
- Go to Edit User Preference by clicking on your profile picture or name
- Click on Advanced Settings
- A Popup will appear, click on the bottom left corner button i.e. 'Edit User Preferences'
- Click on 'Search' tab and click on '+' icon to add a category. Search category could be a Claim, Project, Time Off Request, Timesheet or Opportunity etc. Based on your selection the search result will filter out and show only the respective results. For example we have selected 'Claim'
- You can also sort result by document relevancy, document age etc. as shown in picture below
- Tick mark the checkbox to show result to show in the same session
- Click on 'Apply and Close'
View the Search Results
Type 'John Smith' in the Global Search and a list will appear based on 'expense claim' only
