Finding an Organization

You use the Organizations module to search for a particular organization profile. You can use the Find dialog box to narrow your search using the properties of the organization profile. The resulting list contains all the organization profiles that match your search criteria.

To find an organization profile

To create an expression to find an organization profile

To find an organization profile

  1. In Users, click Organizations. If the Find dialog box is not open at the top of the organizations list, click Find on the toolbar.

  2. In the Find By drop-down list, do the following:

    Use this To do this
    Name Search for an organization profile by its name.
    Date last changed Search for organization profiles edited on a particular date.
    Date created Search for organization profiles created on a particular date.
  3. In the property value box that appears next, type or select from the list the specific value for the properties that you selected (for example, the name of the organization you are looking for).

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    • You may include a wildcard entry (*) to match any number of characters in your search. For example, t* matches all organizations whose name begins with the letter "t".
  4. If you need a more elaborate search, in the Find By drop-down list, select Find By Property and create an expression to search on.

  5. Click Find Now.

The search is performed. If your search is successful, the organization profile you searched for will appear in the organizations list. If your search is not successful, the phrase, "No items match this search," will appear in the organizations list.

To create an expression to find an organization

  1. In Users, click Organizations. If the Find pane is not open at the top of the organizations list, click Find on the toolbar.

  2. Select Find by property from the Find by drop-down list.

  3. Click New in the Find pane.

  4. In the first drop-down list, click the arrow to the right of Organization, double-click the property group, and then select the property you want to use in the search.

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    • The property type of the property you select determines the conditions that are available for your search. For example, if the property you select is of type string, you will be able to set the condition of your search to is equal to, contains, or begins with. If the property you select is of type site term, you will be able to set the condition of your search to is equal to or is not equal to.
  5. In the second drop-down list, select the condition for your search.

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    • The property type of the property you select determines the way that you will enter the criteria for your search. For example, if the property you select is of type string, you will type the string you are searching for in the third box. If the property you select is of type site term, click the ellipsis [...] button to open the Choose a Site Term dialog box, and then select the term you are searching for.
  6. In the third box, type or select the criteria for your search.

  7. Click Apply, and then click Find Now.

The search is performed. If your search is successful, the organization you searched for will appear in the organizations list. If your search is not successful, the phrase, "No items match this search," will appear in the organizations list.

See Also

About Users

Adding an Organization

Editing an Organization

Editing Multiple Organizations

Deleting an Organization


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