Saved Searches

The Saved Searches feature can be used to save and name search criteria that are used frequently to create queues or “hot lists”.  Each time the saved search is run, it returns the latest data from the current Project.  Saved searches are available from the Display drop–down box on the Homepage and from the FootPrints Toolbar.  More information on creating saved searches can be found in the preceding topic on Advanced Search.

There are two kinds of saved searches:

• Personal Searches—Personal saved searches are viewable only by you. You can create personal queues for your own assignments of different types, overdue Issues, assignments with a due date for the next week, a follow-up date of today, etc.  All Agents have access to create and save personal searches.
• Shared Searches—Shared searches appear in the Display drop–down box for all Agent/administrator users in the current Project.  This is useful for creating shared queues for different groups, departments, locations, problem types, etc.  Shared searches can only be viewed, edited, or deleted by users with the proper permissions.

Using Saved Searches

From the Saved option under the Search heading on the FootPrints Toolbar, you can run, edit, or delete a saved search.

To run a previously saved search:

1. Click Saved under the Search heading on the FootPrints Toolbar.
2. To run a search that you created, under Personal Searches, choose the search you want to run. To run a search that’s been shared with the group, select it under Shared Searches.
3. Click the radio button for Run (this is the default).
4. Click   GO.  The results of the search are displayed in the main frame of the browser window.

To edit a previously saved search:

1. Click Saved under the Search heading on the FootPrints Toolbar.
2. Select the search to be edited under Personal or Shared.
3. Click the radio button for Edit.
4. Click GO.  This brings you to the Advanced Search page.  The form is pre–filled with the search criteria from the saved search.
5. Make any changes necessary.
6. To save the new search criteria with the same name as the original, leave the name in the Save this Search As text box as–is.  To save it as a new search, enter a different name.
7. When you are finished, click GO.  The results of the edited search are displayed in the browser window.

To delete a previously saved search:

1. Click Saved under the Search heading on the FootPrints Toolbar.
2. Select the search to be deleted under Personal or Shared.
3. Click the radio button for Delete.
4. Click GO.  The saved search is deleted.