Manage Saved Searches

Create and manage personal or distributed saved searches to save and reuse your preferred search filters in the grid view of the Work Orders module.

To view your saved searches, select Work Orders in the side grid pane and open the Saved Searches dropdown.

Prerequisites

• To create personal searches, your system administrator must assign the System - Saved Searches - Copy right to your access group.

• To share, edit, copy, or delete a distributed saved search, your system administrator must assign you the appropriate rights.

Personal searches

Create personal saved searches to save and reuse your preferred search filters. In the Work Orders module, you can navigate the default searches in the grid pane, apply custom filters to find work orders faster, and save these filters as a personal saved search for quick access. To view your saved searches, select Work Orders in the side grid pane and open the Saved Searches dropdown.

Create personal searches

1. In the side grid pane, select Expand.

2. In the Saved Searches dropdown, select a search to edit.

3. Apply one or more filters.

4. Select Copy.

5. Enter a name for your personal saved search.

6. Select Create copy .

Your personal saved search appears in the Saved Searches dropdown in the grid pane.

Delete personal searches

Delete a personal searches you no longer need.

1. In the side grid pane, select Work Orders.

2. Open the Saved Searches dropdown.

3. Select the personal search you want to delete.

4. Click Delete .

5. Select Delete.

Distributed searches

If you have sharing permissions, share saved searches with one or more access groups. This makes it easier for teams to use consistent filters and find the information they need.

Share saved search

Share a personal saved search with access groups so others can use the same filters. Sharing ensures consistency across teams and reduces duplicate work.

1. In the side grid pane, select Work Orders.

2. Open the Saved Searches dropdown.

3. Select a search you want to share.

4. Select Update.

5. In Visibility, select Can share.

6. In Access, select one or more access groups that should have access.

7. Select Update.

   The distributed saved search saves and appears in the Saved Searches dropdown in the grid pane.

Update searches

Update a search to change its filters, sort order, or visible columns.

1. In the side grid pane, select Work Orders.

2. Open the Saved Searches dropdown.

3. Select a search you want to update.

4. Add or remove filters.

5. Select Update .

6. Select Update.

Favorite searches

Mark searches as favorites to keep them at the top of your saved searches list.

1. In the side grid pane, select Work Orders.

2. Open the Saved Searches dropdown.

3. Select the favorite icon of the search you want to pin at the top.

   The star turns yellow and the search moves to the top of the list.