Edit a custom finder

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:

1 Change which tables are included in a custom finder
2 Edit a custom finder's basic information

Change which tables are included in a custom finder

Go to Data Search and select the custom finder from the drop-down.
Use the ellipses menu to choose Show/hide tables in 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.
Click Finish editing to exit edit mode and return to the finder.

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.

Edit a custom finder's basic information

Go to Data Search and select the custom finder from the drop-down.
Use the ellipses menu to select Edit details. The Finders Management window opens.
Make your changes to the finder's details and click Save.