Search for a Custom Tier Period

Note: This topic assumes that you have already enabled custom Tier Periods in your Tier Scheme. See Working with Custom Tier Periods for more details on this process.

The search feature on the Settings tab of the Tier Scheme Details screen allows you to search for a specified text string anywhere within a custom Tier Period's display name or internal name.

To search for a custom Tier Period:

  1. Select Rules from the top navigation bar, then select Tier Schemes from the side navigation menu. The Tier Schemes screen is displayed.

  2. Search for and select the desired Tier Scheme (see Search for a Tier Scheme for more information on the available search options). The Tier Scheme Details screen is displayed, with the Definition tab selected by default.

  3. Select the Settings tab.

  4. Optionally, in the Search field, enter the desired text string.

  1. Click the Search icon. The screen is refreshed to show only the Tier Periods that meet your search criteria. If you entered multiple search criteria, the Tier Period must meet ALL criteria.

  1. To sort the search results, select the desired sort order from the Sort By drop-down menu. The default sort order is by: Display Name.

  1. Optionally, to remove all search criteria and revert to the default criteria, click the Clear icon.