Choose how you want to filter the list of available portfolios using one of two options:
- Template Portfolios: When this is selected, the list is filtered to display only template portfolios.
- Live Portfolios: When this is selected, the list is filtered to display only live portfolios. This is the default selection.
Choose a view
by which you can filter the search results. You can click "Manage
Views" to manage
your collection of views.
Type the characters to locate and then click Find.
The dialog box will refresh to display only matching items. Click Reset to reset the search and display all items again.
Keep the following in mind when searching:
- Proliance will attempt to match the search text to any of the columns visible. To search only a specific column, you need to create and apply a new view that contains only the column that you want to search.
- Unless wildcards are used, Proliance seeks an exact match. For example, searching for John Smith will find John Smith but not John Smithe. Searching only for John or Smith will not find John Smith.
- Use the wildcard character '%' to broaden your search. This wildcard can represent any number of characters. For example, searching for John% will find John Smith, John Smithe, and anyone else with a name beginning with John. However, you will need to search for %John% to locate names like Robert John Smith. Similarly, searching for %Smith will locate everyone with Smith as their last name.
Click this to create a new portfolio, if you cannot find the one that
you are looking for. Click Refresh when the new portfolio is
created and activated to see it in the results list.
To
select a