Work with saved searches

Users with appropriate permissions can create and save searches on the Documents page. Administrators can administer saved searches anytime as required.

Note: Validation criteria for assignments are based on saved searches.

You can perform the following tasks:

Create a saved search

Edit properties of a saved search

Set security for a saved search

Run a saved search

Delete a saved search

Create a saved search

To create a saved search, first create an advanced search on the Search page, and then save it. After creating a saved search on the Search page, you can access and run saved searches to which you have access on the Saved Searches page.

To create a saved search:

On the Case Home or Documents page, click Search and then select New Search from the Search menu.

Create an advanced search on the Search page. For information about creating an advanced search, see Perform an advanced search.

Click Save search.

In the Save as dialog box, type a name for the saved search, and then click Save.

Edit a saved search

To edit a saved search:

On the Case Home page, under Case Setup, click Saved Searches.

Click the name of a saved search.

On the Properties page, edit the Name or Description.

Click Save.

Set security for a saved search

To set security for a saved search:

On the Case Home page, under Case Setup, click Saved Searches.

Click the name of a saved search.

In the navigation pane, click Security.

Depending on which groups you want to set security for, do the following:

To change the security for a user group, hover over the row for the group, and then select an option.

To change the security for all user groups, select an option in the heading row. Then click OK.

The following security settings are available.

Permission	Description
Deny	Denies the group access to the saved search.
Allow	Allows the group access to the saved search.

Run a saved search

You can access and run saved searches on the Saved Searches page. The Documents page appears when you run a saved search.

To run a saved search:

On the Case Home page, under Case Setup, click Saved Searches.

Click the Run button next to a saved search.

Note: The Run button appears if you have permission to run that search.

Delete a saved search

To delete a saved search:

On the Case Home page, under Case Setup, click Saved Searches.

Select the check box next to the saved search that you want to delete. To delete all saved searches, select the check box in the column heading.

Click Delete, and then click OK.