Run a Quick Search from the Task Pane Quick Search

Use the Quick Search in the Task Pane to find records relevant to a specific Business Object.

To run a Quick Search in the Task Pane:

  1. Click the Search button, and then select a Business Object to search (example: Incident).
  2. In the text box, type or select a word or phrase to search for (example: Printing)
  3. (Optional) Click the ellipses icon to define additional options to refine the search: Changed, Open records only, Relationships, Attachments, Sort By, etc.
  4. Click the magnifying glass icon to run the search.

    The Quick Search Results display in a list or Grid in the Main Pane.