Saved Search - Precisely_EnterWorks - EnterWorks - 11.0

To Open the Saved Search sidebar

To open a repository's Saved Search sidebar:

1. Open the desired repository in a Repository View.
2. Open the Saved Search sidebar by clicking Saved Search which will be on the Repository View's Activity bar either as a button or it will appear in the More dropdown menu.
3. The Saved Search sidebar will appear.

The Saved Set sidebar's Activity bar contains the following buttons:

• : Create a Saved Search.
• : Edit a Saved Search.
• : Delete a Saved Search.
• 
• : Refresh the Saved Search sidebar.
• : Open the Advanced Search dialog.

Use a Saved Search

To use a Saved Search:

1. Open the Saved Search sidebar by clicking Saved Search which will be on the Repository View's Activity bar either as a button or it will appear in the More dropdown menu.
2. Select the desired Saved Search by clicking the name of the Saved Search, (not by clicking the checkbox). The Saved Search will be applied. Only the records that the search returns will be displayed.
3. To disable a Saved Search, either unselect the Saved Search or close the search's active filter term boxes in the Repository View's Active Filter bar, just above the attribute column headers.
4. If you edit the search's active filter term boxes, the set of records displayed will change based on the edited filter term boxes, but the Saved Search will not be updated to reflect the changes. For instructions for editing a Saved Search, see Edit a Saved Search

Create a Saved Search

Permitted users can create a Saved Search. To create a Saved Search for a repository:

1. Open the Saved Search sidebar by clicking Saved Search which will be on the Repository View's Activity bar either as a button or it will appear in the More dropdown menu.
2. Create column filters using the Filter icons in the column headers. When the Column Filters have been applied as desired, click the Add Saved Search button .
3. The Add Search dialog will open. Edit the configuration options as desired.

   • Name: The name of the Saved Search.

   • Description: (Optional) A description of the Saved Search.

   • AND/OR buttons, (the selected button is darker):

     • AND: Only the records that satisfy all the Active Filters will be displayed.

     • OR: All records that satisfy any of the Active Filters will be displayed.

   • Shared: (Optional) If checked, the Saved Search will be available to all other users.

   • Active filter term boxes:
     • To remove the effects of a filter, close the filter's filter term box.
     • To edit a filter, click the filter's filter term box's Edit icon .
4. Click OK to save the Saved Search and exit the dialog.
5. The Saved Search will be displayed in the Saved Search sidebar. The Saved Search sidebar may need to be refreshed before the new Saved Set appears.

Edit a Saved Search

A Saved Search can be edited by the user who created it. To edit a Saved Search:

1. Open the Saved Search sidebar by clicking Saved Search which will be on the Repository View's Activity bar either as a button or it will appear in the More dropdown menu.
2. Select the Saved Search to be modified.
3. Click the Edit icon on the Saved Search Editor's Activity bar.
4. The Edit Search dialog will open. Edit the configuration options as desired.

   • Name: The name of the Saved Search.

   • Description: (Optional) A description of the Saved Search.

   • AND/OR buttons, (the selected button is darker):

     • AND: Only the records that satisfy all the Active Filters will be displayed.

     • OR: All records that satisfy any of the Active Filters will be displayed.

   • Shared: (Optional) If checked, the Saved Search will be available to all other users.

   • Active filter term boxes:
     • To remove the effects of a filter, close the filter's filter term box.
     • To edit a filter, click the filter's filter term box's Edit icon .
5. Click the OK button to save any changes to the Saved Search and exit the Edit Saved Search window. To exit the Edit Saved Search window without saving any changes, click the Cancel button.

Delete a Saved Search

Permitted users can delete a Saved Search. To delete a repository's Saved Search:

1. Open the Saved Search sidebar by clicking Saved Search which will be on the Repository View's Activity bar either as a button or it will appear in the More dropdown menu.
2. Select the Saved Search to be deleted.
3. Click the Delete Saved Search icon on the Saved Search sidebar's Activity bar.
4. The Saved Search will be deleted from the Saved Search sidebar. The Saved Search sidebar may need to be refreshed before the Saved Set disappears from the display.