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This page is used to manage saved searches, which are saved Advanced Search queries you can re-use.
You can also use a saved search as the filter to control the eForm applications displayed in the Application List widget in a dashboard.
If you do not have any saved searches, a message displays and the page is blank.
If you want to use an advanced search query another time, you can save it so you don't have to enter the criteria again. Searches are saved for each page, separately. You can even set it so that people with other roles can use it.
To save an advanced search:
In the Advanced search tab on a page, complete the search criteria. Click the green plus icon (+) to add a new line of search criteria if needed.
In the toolbar across the top of the page, click Save. The Save Search popup displays with fields to complete.
Enter a distinctive name to help you identify it, and describe what the search does.
If
you want others to be able to use the search, select the role/s from
the Allow roles to view this search
dropdown.
If you want others to be able to change this search, select the role/s
from the Allow roles to modify this
search dropdown. With this setting, users with the defined
role/s are automatically granted access to view the saved search so
they can modify it.
The Current? column in the
lookup indicates whether the role is currently active or inactive.
Only select active roles. If a role is inactive, the search will not
be shared with any user with that role. Click the column header to
sort in descending or ascending order, or you can click the option
in the first row to display All roles
(default), current (Yes) or
non-current (No).
Click OK. This search will display for selection in the Saved Search dropdown to the right of the Advanced search tab for the page. If you have been assigned the Manage Saved Searches Page View USE019, accessed from the Session menu (username, at the top right above the toolbar), searches you can view and modify are listed. Fields in step 4 above only display if your role has been given access to modify it.
1. In an Advanced search tab on a page, go to the Saved Search field to the top right.
2. Click to display the dropdown, which lists all your saved searches. If a default is set, it will display in the field automatically.
3. Select a saved search from the list. The search criteria is automatically applied and search results display in the Results tab.
You can only modify your own searches, or those shared with your role if you have the permission to modify it.
1. Follow the steps above in Use a saved search.
2. Go to the Advanced tab to view the saved search criteria.
3. Change the search criteria as required.
4. Click Save. To save it as a separate search, click Save As.
Alternatively, if you have the Manage Saved Searches page from the dropdown of the Session menu (username, at the top right above the toolbar), see the steps in Modify a saved search via Manage Saved Searches below.
If you have been assigned the Manage Saved Searches page, you will see this from the dropdown of the Session menu (username, at the top right above the toolbar). Searches you created or that are shared with one of your roles will be listed. You can only modify your own searches, or those shared with your role if you have the permission to modify it.
To change the details of a saved search:
1. From the session menu (your username), select the Manage Saved Searches option.
2. In the Page dropdown, select the page on which you saved the search query. For example, for searches you saved for the Project core module, select Projects. A list of saved searches for that page displays.
3. The grid on shows the name and description of each search saved for the selected page.
• If a search is set as the default for that page, a tick displays in the Default column. The default search displays automatically on the Advanced tab for the page in the Saved Search field at the right.
• If a search is one you created, a tick displays in the Own column; otherwise it is a shared search from someone else.
4. Click the search you want to change to display the details.
5. Make your changes to the name or description, or change sharing details by adding or deleting roles to view or modify the search.
6. Click Save on the top toolbar.
Prerequisites: Access to Advanced Search pages and Session tab > Manage Saved Searches
When you set a saved search as the default for a core search page or eForm listing page, it displays automatically in the Saved Search field and automatically performs the search, displaying the search results in the Results tab. Only one search can be set as the default.
1. To set a search as the default, follow these steps:
2. Follow steps 1 to 3 in Modify a saved search above.
3. Select the saved search in the grid. Details for it display under the grid.
4. Click the Set As Default button in the toolbar. A tick displays in the grid for this search in the Default column.
If you want to select a different search as the default for the page, repeat the above steps for the new search. The previously set default will be cleared.
If you no longer want a default set for the page, display the current default search and click Clear Default Setting in the toolbar.
To delete a saved search, follow steps 1 to 3 in Modify a saved search above. At the end of the row in the grid for the search entry you want to delete, click the Delete icon (rubbish bin).
• Search
ID: USE019.htm