Creating or copying a saved search

Saving a search saves the search parameters you used, the filters and other options as well as the column configuration for the search results, as selected in the Search for ... dialogue box tabs.

  1. Run the search to be saved.
  2. Right-click in the search result window and from the Search menu, select Save Search As

    The New Saved Search dialogue box appears.

    Enter the saved search details:

    • Name - maximum of 50 characters - the name for the saved search.

      Use a name that will be easy to find the next time you want to use the search.

    • Description - description of the search methods you used, entered by Content Manager.

      You can edit this description.

    • Icon - you can select an icon that Content Manager will use for the search in lists, or no icon
    • Owner - choose from Content Manager Locations who should have access to this search.
      • Person - only the owner has access to the saved search, it is private
      • Blank - everyone has access to the saved search, it is public
      • Group - only members of the group have access to the search.
    • Within Search Group - enter the search group you want to save the search in.

      Type a new group name and Content Manager will ask you whether you want to create a new search group.

      Search groups help you organise your saved searches, but are not saved searches themselves.

      • NOTE: A Saved Search can only be added to a Saved Search Group when the Saved Search and Saved Search Group are owned by the same location or group or both are public Saved Search and Saved Search Groups. The owner for the Saved Search and Saved Search Group must be exactly the same.

  3. To set specific sort and filter options, click Edit Query, which returns you to the Search for Records dialogue box.
  4. Select them from the Sort, Filter and Record Types tabs and click OK when you are done.
  5. To set specific Access Controls for the saved search, set them on the Access Controls tab.

    See Grouped Access Controls.

  6. Click OK.

    Content Manager saves the search and you can now access it by clicking Search - Saved Record Searches or Saved Location Searches.

    If a saved search with that name exists already, a message will ask you whether you want to overwrite the existing search.

You can copy saved searches, for example to save a slightly modified search.

  1. Search for the saved search to be modified. In the Quick Search bar, select Saved Searches as Search for type, then select the required Search by method and type in the Matching criteria. Click the Run the search button or Enter on the keyboard to run the search.
  2. Double-click the search or right-click it and select Open.

    Content Manager displays the search result.

  3. Right-click in the search result window and from the Search menu, select Save Search As
  4. Change the details of the saved search as described above and when you are finished, click OK to save the new search.

    Content Manager saves the new search.

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