Modify a Saved Search

When you save a search you unlock the potential to also modify the way the search results are displayed. 

To Modify a Saved Search

1. Expand the Saved search.

2. Click Edit Favourites. 

Details Tab

3. First tab opened is Details of the Search.  This is where you can update:

• name.

• description.

• what folder the saved search lives in.

• applicability - who can access this saved search.

• editable - who is able to edit the saved search.

If you make any changes remember to click on Save or you can Save As (i.e. create a new search).

Open

Criteria Tab

4. Click on the Criteria tab to change the criteria of your search. If you make any changes remember to click on Save.

Open

Layout Tab

5. Select the Layout tab. If you make any changes remember to click on Save.

Add a Column

1. From the Add Column List, select a column.

2. Click Add to Row button.

3. Repeat until you have all the required columns.

4. Click save.

Examples of columns that can be added:

• Info - ID Only - when this is added to the layout it will display all the users in the INFO field by their ID

• Info - All users - Full names - when this is added to the layout it will display all the users in the INFO field by their full names

• Under Action - All users ID only - when this is added to the layout it will display all the users in the action field by their ID

• Under Action - All users - Full Names - when this is added to the layout it will display all the users in the action field by their full names

Available Extra Columns

There is a multitude of column options for your saved search. In addition to the standard columns listed below, the form types picked in the search criteria will also have their user fields available for selection.