Exploring Search Options in SAP SuccessFactors Learning

The search feature is critical to most permissions in the system, including viewing entities and using wizards. Use the search feature to:

• Create and delete a search filter.
• Add and remove criteria from your search filter.
• Adjust the display of your search results.
• Save your search to use later.
• Sort your search results.
• Download search results to Excel.

A search can be as simple or as complex as necessary. An administrator may enter search criteria into the currently displayed fields or use the Add/Remove Criteria button to select additional fields to display and search. Certain custom field types have search capability as well.

The Filter by criteria icon next to a search field indicates that a secondary search can be performed and the results submitted to the primary search.

Administrators can save a search filter and reuse the criteria specified in the search filter. The search filter is saved with the administrator's login.

Search results display the related entities that fit the search criteria. Administrators adjust the display of your results using the Field Chooser.

Once administrators have the results, they can download the search results to an Excel file. Not all fields will download, and custom fields will not be included as a part of the download.

• The Search feature is crucial for permissions, entity viewing, and wizard functionality within the system.
• Create, delete, add or remove search criteria, and save search filters for future use to streamline processes.
• Adjust search result displays using the Field Chooser, sort outcomes, and download data to Excel for further analysis.
• Use Add/Remove Criteria and secondary searches for advanced filtering and precision matching.
• Save search filters linked to your login and reuse them for consistent, efficient operations.

Based on the content in this section, please review the list of implementation decisions your company may need to make before implementation begins and discuss them with your stakeholders, project team, and SAP SuccessFactors implementation consultants. In this way, you will be better prepared to begin the implementation.

The following is a list of decision points related to searching in the application.

• Set a maximum number of entities to display per page.
• Set a maximum number of entities that can be downloaded. The default is 2000.
• Use the Default Search Operator or not.
• Are there any filtered fields for which you would like to provide a pick list instead of search filters? This is recommended only for referenced fields with a small amount to choose from.