For information about how to create or edit a part, as well as the tabs on the Edit Part screen, see Create and Edit Parts.
| 1. | From the Design tab, under General options, select a query in the Query field. The output fields from the selected query are used as search filters on the record search form. |
| 2. | In the Results per page field, select the number of results to display on the page. If the search returns more results than the number entered, the results display on additional pages. |
| 3. | Select Search when page loads to automatically search and display all results when the page loads. |
| 4. | Under Search filters, move fields from the Available box to the boxes on the right. |
| • | Shared search field for multiple filters — This option creates a single keyword search field for multiple filters. For example, you include the public name and description as filter fields. Users can enter keywords in a search field and the program will return any public names or descriptions that match the keywords. For fields where users select from finite lists such as code table entries, it may be better to use the Unique search fields for each filter option. |
| • | Unique search fields for each filter — This option creates multiple search fields to provide precise search results for each filter. This is most useful for fields where users select from finite lists such as code table entries. For example, if you include the record’s purpose category and tags, users can select from the available categories and tags. |
| 5. | Under Result summaries, design the search results display. Use merge fields to include information about records included in the results. |
| 6. | To select the merge fields to include, click Advanced merge fields. The Select Field Providers screen appears. |
| 7. | Select each group of merge fields to make available and click OK. You return to the Design tab. |
| 8. | Click Merge fields on the Insert tab in the toolbar to select the merge fields to include. |
| 9. | To format the content’s appearance and layout, use the HTML editor. For more information about the HTML editor, see HTML Editor. |
| 10. | Click Save. You return to Parts. |