Making changes to custom finders

Users with permission to manage finders can edit existing custom finders to include or exclude data tables. They can also make changes to a finder's basic details or delete a finder when it's no longer needed.

All of this is done using the finder's ellipsis menu.

This article describes how to:


Change which tables are included in a finder

  1. Go to Data Search and select the custom finder from the drop-down.
  2. Use the ellipses menu to choose Select tables for this Finder.  The finder opens in edit mode and contains all domain tables. This allows you to use the toggles to exclude or include tables for the finder.



    Tips

    Edit mode works like a normal finder in that when you select a higher-level tag, the finder filters to display only the tables that are classified within it.
    Use the toggles at the top of a column to include or exclude all tables at once.

  3. Click Finish editing to exit edit mode and return to the finder.

Edit a finder's basic information

  1. Go to Data Search and select the custom finder from the drop-down.
  2. Use the ellipses menu to select Edit Details. The Finders Management window opens.



  3. Make your changes to the finder's details and click Save.

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