Edit a custom finder

Overview

You can edit custom finders to include or exclude data tables, make changes to a finder's basic details, or delete them when they’re no longer needed. All of this is done using the finder's ellipsis menu.

Open

What permissions do I need?

Users with permission to create custom finders (Manage level of the Finders permissions) can edit and delete existing custom finders. See Create a custom finder article for more info.

Change tables included in a custom finder

Edit a custom finder's basic information