Saving a Search

1. Any search run can easily be saved and run later. Saved searches are Live and Current as at the time of running.

2. To save a search you have run click on the Save button.

3. This will load the Save search details window.

4. Provide a name and a description for your search.

5. Applicability = Who can see this search.

6. Editable = Who is able to edit this search in the future.

7. Set these values as desired.

8. Choose which folder you would like to save your search in.

9. Click Create.

In this example we have saved the search to our Publication Space Folder.

Changing Columns for Saved Search Results

Another great tool in the Publication Space is that you can customise the layout of the information in your search results.

1. To do this, run your saved search.

2. Then click on the columns Button.

3. This will give you a list of all the columns that can be displayed in the grid layout.

4. Turn on / off the columns as required.

5. In this example only a few columns have been turned on.

1. After completing the steps above, click on the more search options.

2. Click Save Criteria. This will save the columns preferences chosen above.

3. Click Save As if you want to create a new Saved Search with these changes.

4. Click Edit Details if you would like to edit the name, applicability, editability or folder location of your saved search.

1. To run a saved search simply click on it from the menu.

2. You can even turn on or off any new columns to see more information in the grid layout after running the search.

The status of forms can be updated across projects via the saved search bulk status update utility.

To do so, create a saved search with results from multiple projects.

Then pick the documents you wish to update and pick the status you wish to change it to.