Finding and Selecting People from a Create, Search or Other Dialog Box

Many pages in apps require that you select a user. You may be required to select a user when reassigning ownership of an object or assigning a designated user for an object. Other pages allow you to search for people, groups, or roles using the page Actions menu.

Before you begin: Open the create, search, or other dialog box where you need to select a username.
  1. Click next to the field that requires that you select a user.
  2. Specify search criteria to limit the number of items included in the search results, or leave the defaults of * to search for all of the type of user selected.

    The Search People search criteria includes some or all of the following fields, depending on where you accessed search from:

    Field Name Description
    User Name If you know the person's User Name as it is defined in the system, type the name or part of a name (using wildcards).
    Last Name Type the person's last name or part of a name (using wildcards).
    First Name Type the person's first name or part of a name (using wildcards).
    Search In You can restrict the search to people belonging to certain types of organizations. Select or clear the check boxes as needed for your search.

  3. Use the Limit to box to limit the number of items that are listed in the results list. For example, if you limit the results to 50, the system will get only the first 50 items from the database that match your criteria. The maximum is 32767.
  4. Click Search or Find.

    The Search Results page appears, listing the names of all users that match your search criteria. You may also see additional information such as Login Name and Company, depending on where you accessed search from.

  5. Check the person, group, or role you want to select.

    If selection of multiple people, groups, or roles is allowed, the search results page shows check boxes instead of buttons.

  6. Click Done. The window closes and you see the page where you initiated the search with the name of the selected user, role or group in the text box.