BlueCielo Kronodoc 2012 Quick Start | BlueCielo ECM Solutions

Storing searches

Storing a search saves its option settings for reuse later by you or by other users. You can only save advanced document searches.

To store a search:

  1. Search for documents as described in Searching with advanced criteria.
  2. When the search settings produce the results that you want, click Store. The search storage options appear in the detail pane.
  3. Click options or type values using the descriptions in the following table.
Search storage options
Option Description

Name

The name of the search as you want it to appear in the Stored search list and as the title of the search results list

Do not save folder scope

Select this option if the search option Search scope is set to Current folder and you would like to reuse the search with other folders also. If this option is not selected (default), the search will always be performed in the selected folder.

Make available to all users

Makes the search available to all users of the workspace. (Available for workspace privileged users only)

Access control for search

Select an access control option for the stored search. (Available for workspace privileged users only)

  1. Click Store. A confirmation page appears with the text Stored the search under "<SearchName>".
  2. Click Return to the document list or select another destination.

Note    Stored searches cannot be edited. If you want to change stored search settings, open it as a template, change the settings as necessary, and store the settings as a new search. Then delete the old search as described in Deleting stored searches.


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