Saved Search

Open the Saved Search Sidebar

To open a repository’s Saved Search Sidebar

  1. Open the desired repository in a Repository View, (see Open a Repository in a Repository View).

    Repository View: Grid View

  2. Open the More dropdown and click the Saved Search option.

    Select Saved Search

  3. The Saved Search Sidebar will appear.

    Saved Search Sidebar

    Saved Search Sidebar's Activity Bar

The Saved Set Sidebar’s Activity Bar contains the following buttons:

  • Add: Create a Saved Search.
  • Edit: Edit a Saved Search.
  • Delete: Delete a Saved Search.
  • Save: Save a Saved Search.
  • Refresh: Refresh the Saved Search Sidebar.
  • Advanced Search:

Use a Saved Search

To use a Saved Search:

  1. Open the repository’s Saved Search Sidebar, (see Open the Saved Search Sidebar).

    Saved Search Sidebar

  2. The available Saved Searches are listed.
  3. Select a Saved Search by clicking the name of the Saved Search, (not by clicking the checkbox). The Saved Search is applied.

    Use a Saved Search

  4. To disable a Saved Search, either unselect the Saved Search or close the Filter Term box in the Repository View.

Create a Saved Search

Permitted users can create a Saved Search.

To create a Saved Search for a repository:

  1. Open the repository’s Saved Search Sidebar, (see Open the Saved Search Sidebar ).

    Saved Search Sidebar

  2. The available Saved Searches are listed.
  3. Click attribute column headers to create Dynamic Filters. (See Dynamic Filters.) When the Dynamic Filters have been applied as desired, click the Add Saved Search button.

    Add a Saved Search

  4. The Saved Search will be displayed in theSaved 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 for a repository:

  1. Open the repository’s Saved Search Sidebar, (see Open the Saved Search Sidebar).

    Saved Search Sidebar

  2. Select the Saved Search to be modified.
  3. Select the Edit button on the Saved Search Editor’s Activity Bar.

    Edit a Saved Search

  4. The Edit Saved Search window will appear.

    Edit a Saved Search

  5. Edit the Saved Search options as desired.
    • Name: The name of the Saved Search.
    • Description: (Optional) A description of the Saved Search.
    • Shared: (Optional) If checked, the Saved Search will be available to all other users.
    • Search Filter Terms: A list of the Saved Search’s Active Filters. To remove an Active Filter, click the Filter box’s Close icon .
    • And/Or: Defines the interaction between Active Filters if there are more than one.
        • And : Records will be displayed if they meet the conditions of all the Active Filters.
        • Or : Records will be displayed if they meet the conditions of any Active Filter.
  1. To save any changes to the Saved Search and exit the Edit Saved Search window, click the Ok button. 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 Saved Search for a repository:

  1. Open the repository’s Saved Search Sidebar, (see Open the Saved Search Sidebar).

    Save Search Sidebar

  2. Select the Saved Search to be deleted.
  3. Click the Delete Saved Search button .

    Delete a Saved Search

  4. The Saved Search will be deleted from theSaved Search Sidebar. The Saved Search Sidebar may need to be refreshed before the Saved Set disappears from the display.