Save a Search
1.Any search run can easily be saved and run again later. Saved searches are Live and Current as at the time of running.
Create
2.Create your search
using the
3. To save a search you have run click on the Save button.
4. This will load the Save search details window.
5. Provide a name (cannot contain spaces).
6. Provide a description (this can have spaces between words).
7. Choose which folder you would like to save your search in.
8. Applicability = Who can see this search.
9. Editable = Who is able to edit this search in the future.
9. Click Create.
Additional Columns
Additionally there are a number of columns that you can add to the report by clicking the column picker. Some of the important ones are, Issued, Date Viewed, Reference, Modified, Author, Attention, Title, Status:
Action - All users - Full Names
Action - All users ID only
Action Company ID
Action Company Name
Action Days
Action Display Name
Action First Name
Action Last Name
Attached File Date List
Attached File List
Attached File Thumbnail (1st)
Attached Thumbnails (large)
Attached Thumbnails (small)
Attachments
Author Company ID
Author Company Name
Author Display Name
Author First Name
Author Last Name
Comments
Created
Date Due
Date First Closed
Date First Viewed
Date Last Closed
Days Open
Days Remaining/Overdue
Days to Close
Document Tick Box
Due Date For Closed
Empty
Estimated Days Till Start
Estimated Days To Complete
Estimated End Date
Estimated Start Date
Float Days
Form Link
Form Type
Info - All users - Full Names
Info - ID only
Issued
Label
Last Response 100 Chars
Last Response 500 Chars
Last Response Company ID
Last Response Company Name
Last Response Date
Last Response Display Name
Last Response First Name
Last Response Last Name
Last Response User ID
Modified
Project
Rank
Reference
Reference Number Sequence
Related Documents List
Related Documents Status List
Request
Row Number
Status
Status by Colour
Status Categories
Status/Late
Time Stamp
Title
Title/Read
Always Available Search (refer here for more information).
Save
After you have click on Search and got your results Click on Save.
The saved search window will open.
Give your saved search a name.
Then a description.
Change the icon if required.
Click on the down arrow for selecting which folder you want your saved search to be filed in.
Select whether you want your saved search to be read only or editable. Click here for more information on editable saved searches.
From the contact picker choose “Who can view this search? (Applicability)”.
From the contact picture choose “Who can edit this search?”.
Click Create.
Your search will be located in the folder you chose.
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