Use a custom finder

Overview

Not all users may require access to all of the data tables in your domain. If a finder contains a large number of tables that you don't need access to, the visual noise that those tables create can make it harder to find what you need.

Create custom folders to streamline access to relevant data tables. They can also serve to limit the data tables certain roles can access. Custom finders are simply hand-picked subsets of data tables designed to facilitate access to data for different user profiles.

What permissions do I need?

To use custom finders, you need the same permission as the default finders, the View level of the Finders permission (know more about finders here). However, a custom finder need to be assigned as explained in the dedicated article or it will not show.

If you have the Manage level, custom finders are not assigned because you have access to all existing finders in the domain as soon as they are created.

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How do custom finders work?

Once created, a custom finder can be assigned to one or more roles. This will make the custom finder available to users with that role and will substitute the default finder. Consequently, only one custom finder is available for access in the finders area (unless you have manage permission, as explained above) but a different one can be reassigned at any moment.

Users can access custom finders by opening the finder dropdown list. As in the default finder, select the required tag levels to open the corresponding data table. You can also select the fields you want to see before accessing the data table and once open, you can perform exactly the same operations and actions.

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Finders view with manage permissions

Custom finders lifecycle