Searching for Records in a Workspace

Objective

After completing this lesson, you will be able to perform quick and advanced searches in SAP SuccessFactors Incentive Management.

Search Options

Users have several options to search for records.

The Transactions workspace, with the Quick Search icon highlighted.
  • Quick Search is the easiest way to find records in the current workspace using standard fields. To use Quick Search, select the magnifying glass icon on the toolbar to open the search field, enter a value, and select the icon again. The Transactions workspace, with the Advanced Search Open icon highlighted.
  • Advanced Search has two modes: Basic Mode and Advanced Mode. To open Advanced Search, select the Advanced Search Open arrow in the top center of the workspace.

    Basic Mode allows you to perform more complex searches, including setting multiple criteria and preset sort orders, in a graphical user interface.

    The Advanced Search pane, with Advanced Mode turned off.

    Advanced Mode uses a SQL-like syntax to perform more complex queries. In addition to the options available in Basic Mode, you can search across multiple workspaces and combine And and Or criteria. To open Advanced Mode, activate the Advanced Mode switch in the filter panel.

    The Advanced Search pane, with Advanced Mode turned on.

    Both modes of Advanced Search can be saved and set as the default search for a workspace.

Watch the video on Advanced Search.

Exercise: Search for Records In a Workspace

Business Example

In this exercise, you’ll use simple, advanced and related searches to find data in a workspace.

ExerciseStart Exercise

Steps

  1. Use Quick Search to find a Participant named Greg Chen.

    1. Open the Participants workspace and verify the Default Period is set to January 2026.

    2. Select the magnifying glass to reveal the Quick Search field.

    3. Enter Chen and choose Enter to perform the search.

  2. Modify the Transactions workspace to display all records.

    1. Open the Transactions workspace from the Calculations menu.

    2. Select the Calendar picker.

    3. Ensure the Default Period switch is enabled.

    4. Select Apply.

  3. Use Advanced Search to find all Transactions in January 2026 with a value higher than $10,000.

    1. Open the Transactions workspace from the Calculations menu.

    2. Select the Advanced Search Open arrow at the top of the page.

    3. In the Field Name, open the dropdown and select Compensation Date.

    4. In the Comparison field, select Between.

    5. In the Value, enter 1/1/2026 in the From field and 1/31/2026 in the to field.

    6. Click the plus (+) sign to add a new criteria.

    7. Use the Field Name dropdown to select Value.

    8. Use the Comparison dropdown to select Greater than or Equal To.

    9. In the Value field, enter 10000.

    10. Verify the unit type is set to USD.

    11. Select Apply.

    12. Clear the search by selecting the Quick Search (magnifying glass) icon twice.

  4. Use Related Search to find all Positions assigned to the Regional Director title.

    1. From the Organization menu, select Titles.

    2. Select the Regional Director title by enabling the checkbox.

    3. On the toolbar, hover over the Related Search icon.

    4. Select Positions from the menu.

      All the Positions returned have the Regional Director title.

Summary

  • Use Quick Search for standard field searches or Advanced Search for complex queries and multi-criteria searches.
  • Advanced Search has two modes: Basic Mode and Advanced Mode.
  • Basic Mode allows you to perform more complex searches, including setting multiple criteria and preset sort orders, in a graphical user interface.
  • Advanced Mode uses a SQL-like syntax to perform more complex queries.

Learning

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