Save a search

To save a search:

  1. Access the required search screen.
  2. Enter the search criteria to save.
  3. Click Saved Searches and select Add to Saved Searches from the menu list to display the Add to Saved Searches dialog box.
  4. Enter a name for your saved search.
  5. Click OK.

    The search criteria is saved and displays in the Saved Searches menu for future selection.

To display a saved search:

  1. Access the required search screen.
  2. Click Saved Searches.

    The Saved Searches menu displays.

    The menu contains a list of searches previously saved.

  3. Select the required saved search.

    The saved default values are applied to the screen fields.

To rename an existing saved search:

  1. Access the required search screen.
  2. Click Saved Searches and select Organise Saved Searches from the menu list.

    The Saved Searches dialog box displays a grid of your saved searches.

  3. Highlight the saved search name in the grid.
  4. Rename the saved search as required.
  5. Click OK.

    The saved search is renamed.

To delete an existing saved search:

  1. Access the required search screen.
  2. Click Saved Searches and select Organise Saved Searches from the menu list.

    The Saved Searches dialog box displays a grid of your saved searches.

  3. Click Grid row delete on the row containing the saved search.
  4. Click OK.

    The saved search is deleted.

To import a saved search JSON file as a new custom search application:

  1. Use the Import Custom Screen Definitions activity.