How to Setup Quick Searches on Web.Instance.Search

when setting up a dashboard using the browseinstances page you may like to compliment the search options panel with quick search buttons on the ribbon these allow you to predefine commonly used queries to filter the grid this article explains how to setup these quick searches steps on the ribbon toolbar form (e g web instance toolbar) add the ribbon buttons that you require for your quick searches change the form to text mode, and then add the following attributes into the ribbon button that you have just created e g \<ribbonbutton text="assigned to me" imageurl=" /images/search32 png" id="ctl1" visible="true" clickargument="queries/mine" browse="true" click="query"/> browse="true" click="query" clickargument="queries/queryname" save the form and then open up the search form (e g web instance search) and change it to text mode at the bottom of the forms xml add the following xml just before the \</webform> closing tag \<queries> \<queryname>\<!\[cdata\[#search query goes here]]>\</queryname> \</queries> rename the "queryname" tags with the name of the query you defined on the quick search buttons in step 2 you can add additional queries for each additional button replace the "#search query goes here" with the query you require this will be in the same format that you will have used in the standard search options query on the form e g {assigneduserguid} = '%=//currentuser/guid%' and status<100 your xml should now look like this \<queries> \<mine>\<!\[cdata\[ {assigneduserguid} = '%=//currentuser/guid%' and status<100]]>\</mine> \</queries> when the user clicks on the query it will filter the current grid and override anything that has been previously defined in the search options form