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Searching for users and customers in fields

If a Helix ALM project includes a large number of users or customers, it may be easier to search for users to add to a field instead of locating them in a list. You can search all user fields for a value or perform an advanced search based on specific fields, such as Company, Division, and Department.

1. To search for users to add to a field, click next to the field.

To search for a user to edit, click Find on the Users or Customers list window.

The Select User dialog box opens. The available options depend on the type of search you are performing.

2. Enter the value to search for in the Search field. The search is not case sensitive.

The following user record fields are searched: Last name, First name, MI, Company, Division, Department, Security group, and Address.

3. Expand the Advanced Search options to search for values in specific user fields.

4. Click Find.

The search results are displayed. Click Clear to clear the search criteria and results.

5. Select a user in the search results.

• If you are adding a user to a single user field or editing the user record, continue with step 6.
• To add users to a multiple user field, select the users in the search results and click Add. To remove users, select the users in the selected users list and click Remove.

6. Click Select to add the users to the field.

Click Edit to edit the user. See Editing users and customers.