To Create a Saved Search
- Open the Search by Form dialog or Define Search dialog and define your search criteria as usual.
Saved Search button and select
The Save Search dialog opens.
Select which Saved Searches folder you want to save this search
When the Save Search dialog opens, the main Saved Searches folder of the datasource (Work Area: ROOT) is selected as the default Saved Searches folder. If you want to save this search in the Saved Searches folder of another work area, click the Browse button to select a work area.
Within the selected Saved Searches folder, select the
Personal folder, or some folder under one of
Selecting a global folder means this search will be available to other users. Selecting a personal folder means this search will only be available to you.
Select whether this saved search will be stored in a new or
- To save the search in a new folder under the selected search folder, turn on Saved Search Name and enter a name for the search in the text field.
- To save the search in an existing folder, turn off (or do not turn on) Saved Search Name.
If you select the Global or Personal folder, Saved Search Name is automatically turned on, and you cannot turn it off.
The search is saved in the specified location.
When Saved Search Name is off and you select to save the search in an existing folder that is empty, the selected folder becomes the saved search. When Saved Search Name is off and you select to save the search in an existing folder that is already a saved search, the existing saved search is overwritten.
Note that to save the search, you do not have to run the search first. If the Search by Form dialog or Define Search dialog is still open after you have saved your search, you can still click OK to display the results of the search in the search results list.