Manage Your Search Criteria

You must have the Manage Search Criteria permission.

Select Search > Home > Search Criteria.

Saved search criteria combine a query expression and other Search elements, such as fieldsets and the time range of the data you want to retrieve. The list of saved criteria includes both the criteria that you have saved and the built-in System criteria. You can modify or delete your criteria at any time. However, you cannot delete or edit a System criteria. Rather, to change a System criteria, you should clone it, then make and save your changes.

The saved search criteria is ready to load into a new search at any time.

You need Manage Search Queries permissions and Manage Search Criteria permissions to save search queries and search criteria, but you do not need special permission to save your search results.

By default, search criteria are sorted alphabetically by name. Maximum search results and date fields (such as search expiration) are stored as part of the search criteria, as indicated by a message from the application. They are displayed in the Manage Search table, where you can visualize saved the search criteria.

If you have the Import and Export Search Criteria permission, you can import, clone, or export one or more criteria to a JSON file.

Import

  1. Select Search > Home > Search Criteria >.

  2. Click the Import icon.

  3. Select the gzipped JSON file (or files) that you want to import.

  4. Click the Import icon.

Clone

  1. Select Search > Home > Search Criteria >.

  2. Select the criteria entries that you want to clone.

  3. Click the Clone icon.

The selection is copied with a new name, for example, entityName becomes entityName(1).

Export

  1. Select Search > Home > Search Criteria >.

  2. Select the entries that you want to export.

  3. Click the Export icon.