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:
-
Search for documents as described in Searching with advanced criteria.
- When the search settings produce the results that you want, click Store. The search storage options appear in the detail pane.
- Click options or type values using the descriptions in the following table.
- Click Store. A confirmation page appears with the text Stored the search under "<SearchName>".
- Click Return to the document list or select another destination.
Search storage options
|
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)
Note If you share the search with other users, Project Portal supports a special feature for fields that accept a Project Portal user name such as Document author. Enter the word MYSELF in the field and it will be substituted with the user name of the current user when the search is run. This feature must be enabled by a system administrator.
|
|
Access control for search
|
Select an access control option for the stored search. (Available for workspace privileged users only)
|
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.