Working with Saved Searches

What can you do

You may save frequently-used search parameters as a named search.  This saves time, especially if there are searches that you repeat frequently. 

Save a Search

1. Perform a Search
2. Click on Settings (⚙️) icon in the search panel
3. Click on Save Search

1. Enter Name in the Save Search pop-up

1. Click Save

Run a Saved Search

1. Go to Search
2. Click on Settings (⚙️) icon in the search panel
3. Click on Saved Searches
4. Click on the saved search you want to execute

   

Edit a Saved Search

1. Go to Search
2. Click on Settings (⚙️) icon in the search panel
3. Click on Edit Saved Search
4. Click on the Ellipses (…) next to the search that you’d like to edit

   

5. Click on Edit Search
6. In the Edit Search pop-up, edit the search criteria as needed.
7. Click Save

Rename Saved Search

Follow the instructions below to rename a saved search:

1. Go to Search
2. Click on Settings (⚙️) icon in the search panel
3. Click on Edit Saved Search
4. Click on the Ellipses (…) next to the search that you’d like to rename

   

5. Click on Rename
   1. The name of the search will be highlighted and editable.
6. Edit the name as needed.
7. Click outside the field or click the Enter key

Duplicate a Saved Search

Follow the instructions below to duplicate a saved search:

1. Go to Search
2. Click on Settings (⚙️) icon in the search panel
3. Click on Edit Saved Search
4. Click on the Ellipses (…) next to the search that you’d like to duplicate

   

5. Click Duplicate
   1. The search will be copied as a new search.
   2. The name will be appended with _Copy1” (or two or three, depending on the number of copies that currently exist)

Disable a Saved Search Disable a Saved Search

A disabled search will not appear as an option except under the Manage Searches panel. 

1. Go to Search
2. Click on Settings (⚙️) icon in the search panel
3. Click on Edit Saved Search
4. Click on the Ellipses (…) next to the search that you’d like to disable

   

5. Click Disable
   1. The search will be disabled

Delete a Saved Search

Follow the instructions below to delete a saved search:

1. Go to Search
2. Click on Settings (⚙️) icon in the search panel
3. Click on Edit Saved Search
4. Click on the Ellipses (…) next to the search that you’d like to delete

   

5. Click Delete
6. Click Delete in the pop-up window to confirm deletion