Calem Blogs

Blogs of CalemEAM

How to Configure a Default Search for a List View

​Calem allows one to configure a default search to be applied to a data list. For instance, there are inactive PM Plans and PMs in Calem. There is a need to show only active PM Plans and PMs when the list views are open. This blog describes the steps to set a default query for PM Plan. The concept is applicable to other data list as well.

Step 1. Shared Search

The first step is to create a shared search.

  • Only users with "Search admin" set to "System admin" can create a shared search
  • Go to PM Plan list: PM module | PM Plan 
  • Click "Search" menu to open the search admin screen
  • Click the Create (+) menu on Shared search to create a new search 
  •  Create a named search:
    • Set name to "Active PM Plans"
    • Set "As" to "Shared by everyone" so all users can use this search
    • Set status "In" to "Active".
    • Click "Save and Apply" the search
  •  The list view will be filtered by the search and only active PM Plans will show.

Step 2. Set Default Query

A shared search can be set as default query.

  • Click "Search" menu in the list view to go to the search admin form.
  • Check a shared search and click "Toggle Default" - this will set/unset a search to be default. A default search is applied when a list form is opened.

Step 3. Filter by Non-Default Search

Once a default search is configured one will see the data list by the default search when a list form opens. One has to create a new search (named or unnamed search) and apply it (as done in Step 1) to overwrite the default query.


Additional resources

How to Set Up Map Views in Calem
How to Get Notification of High Value Items in Pur...

By accepting you will be accessing a service provided by a third-party external to https://eam.calemeam.com/