2. Identify Self-Managed IDs

The Directory search feature lets you use multiple filters to identify IDs and save your search conditions.

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Screen Overview (Directory)

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Filter by ID Type

Select an ID type — All IDs / Internal IDs / External IDs / System IDs / Unknown IDs / Unmanaged IDs — to filter the list by that type. To clear the filter, select All IDs.

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Search by Name or Email

Search the Directory list by name or email address. To clear the search, click the (×) icon on the right.

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Status

Filter the Directory list by status. To clear the filter, uncheck the checkbox.

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Period

Filter the Directory list by a specified date range. To clear the filter, click the (×) icon on the right.

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Custom

Selecting Custom opens the Custom Range screen. Set the date range and click Apply.

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Other Filters

Filter the Directory list by individual attributes (including custom attributes). To clear a filter, click the (×) icon on the right.

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Has Data in Employee Master

Filter by Has data in Employee Master. This filter is available when an employee master is configured under Settings > Organization > Employee Master Settings. When you filter by Has data in Employee Master, the Services column shows the services configured in the employee master.

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Save Search

Save your search conditions and reuse them to filter the list. To save a search, go to Save Search > Save Current Search, enter a Search Name, and click Save Search.

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Saved Searches

Saved search conditions appear in a list. You can run, reorder, view, and delete saved searches.