Provides a list of topics based on the search criteria entered in the search text box. Click topics
returned by the search for details.
Printing topics
To print topics, right-click the topic and select Print or click the printer icon on the button bar.
Role-based help
Throughout Automation Director, help is provided based on the current user's logon ID and the assigned
role and permissions. Role-based help is on the
Guidance menu
and on various windows, views, and
dialog boxes. The help content is focused on the visible features or actions based on the role assigned to
the current user.
Using search features
Using column filters in tables
Column filters
You can turn on the column filters to customize the table view. Select one or more column attributes and
apply filter conditions, if required. The view continues to display its contents using the column filters until
the feature is turned off. When the column filters are turned off, the view is visible using the default
settings.
Column settings
Column settings allow you to customize the view by choosing the attributes you want to display in the
view columns. Click
Column Settings
on the table view to see the available column attributes and their
descriptions and make selections.
Using instant filters
Mark as Favorite
You can mark services that you frequently use as a Favorite. You can mark a service as a Favorite using
any of the following methods:
• In the Card View of the Services tab, do one of the following:
◦ Click the Favorite (star) icon for the service.
◦ Click the service to open the service preview and click the Favorite (star) icon.
◦ Click the service to open the service preview. Click More Actions and select Mark as Favorite.
• In the Table View of the Services tab, do one of the following:
◦ Click the Favorite (star) icon for the service.
◦ Click the service and select More Actions > Mark as Favorite.
The services marked as Favorite appear on the dashboard. You can quickly access the services that you
marked as Favorite by using the instant filter located next to the text search box on the Services tab, or
sorting by the Favorite column in the view.
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Using search features