Making a Shared Search Required

A shared search can be made required in the coming release of Calem R2026. A required search cannot be removed by end users. One may create a limited data views through required searches. Here're the steps to set a search as required.

• An admin user with search admin permission can set up required searches. See this blog for more info. 
• Click "Search" button (screenshot below) to launch search screen.
• In the Shared Search list, check a search to be required. Then, click "Toggle Default" button (next screenshot).
• An edit screen is shown, set "Required?" checked (next screenshot) to make a search required.
• Once a search is set as required, it will be enforced in a list view all the time. New searches in that list view will be performed in the context of the required search.
• A search may be made default, but not required. Default searches in list views are removed when new searches are performed.

Additional Resources

• How to Increase Productivity with Home Form
• Data Filtering/Search in Calem
• How to Search a Lookup Field by List of Values
  
• Add Free Text Search to a List View
• Expression in Free Text Search
• Saved Search in Calem
• List View Customization
• User Guide and Admin Guide (customer account required)
• Calem Enterprise Training Site
  
• Calem Enterprise Blogs
  
• Calem Enterprise demo