Resources: Adding or Updating Custom Searches (V3)

💡: This information pertains to organizations that are on the V3 version of Aclaimant. If you are unsure of the version you are on, please contact Aclaimant Support or your Customer Experience Manager. 

💡: You must have the permissions within your role in Aclaimant to make these types of changes. If you are not the administrator of the system for your organization, please confirm with them BEFORE making any changes.

How to Add Entries to a Custom Search:

1. Begin by navigating to your Settings tab.

2. If permissible, locate and select the Resources tab.

3. Identify the Custom Search that you are needing to update and select Edit. 

4. Select the "New entry" button to add a new entry. Scroll to the bottom of the page to find the newly added blank entry.

5. Upon selecting the New entry button, a modal will populate for you to begin entering the required information. 

6. Ensure this is the information needed to proceed and select Save changes.

How to Edit Entries to a Custom Search:

Note: Please check with your CXM before making any changes to ensure you do not make any unintended downstream effects to your workflow. 

1. Begin by navigating to your Settings tab.

2. If permissible, locate and select the Resources tab.

3. Identify the Custom Search that you are needing to update and select Edit. 

4. Select the Edit button next to the entry that you'd like to edit. Upon selecting, a modal will populate.

5. Ensure this is the information needed to proceed after making changes and select Save changes.