PeopleSoft Enterprise Portal 9.1 PeopleBook: Using Portal Features

Using Saved Searches

This chapter discusses saved searches and how to:

Create and use saved searches.
Work with the Saved Searches pagelet.

Creating and Using Saved Searches

This section discusses how to:

Create a saved search.
Execute saved searches.
Edit and delete saved searches.

Pages Used to Create and Use Saved Searches

Page Name	Definition Name	Navigation	Usage
Saved Searches Detail	EO_PE_SRCHSV_DTL	Click the Save Search link on the Search page. Click the Add a Search button in the Saved Searches pagelet. Click the Add a Search button on the Saved Searches page. Click the Edit button on the Saved Searches page.	Add or edit a saved search.
Saved Searches	EO_PE_SRCHSV_LIST	Click the Edit Searches button on the Search page. Click the Show All/Enhanced link in the Saved Searches pagelet.	Review a summary of your saved searches and edit or delete a saved search.
Delete Confirmation	EO_PE_DEL_CONFIRM	Click the Delete button for a saved search on the Saved Searches page.	Confirm deletion of the selected saved search.

Creating a Saved Search

Access the Saved Searches Detail page (click the Save Search link on the Search page).

Title

Enter the title of the saved search.

Description

Enter a description for the saved search.

Search Tips

Click to display search syntax and examples on the Search Tips page.

Search Keywords

Enter the search text.

Note. Searches in PeopleSoft Enterprise Portal are case insensitive. In addition, you can use a wildcard character * and logical operators such as AND, OR, and NOT.

See Search Considerations and Syntax.

Scope Name

Select the search scope:

Action Items — Search all action item lists.

Blogs — Search all blogs, posts, and comments.

Calendars — Search all calendars and events.

Content — Search all content management folders and items.

Discussions — Search all discussion forums, topics, and replies.

Portal — Search the portal registry and crefs.

Resource Finder — Search resource finder profiles.

Workspaces — Search collaborative workspaces and workspace content.

Email Subscription

Select to indicate that you want to be notified by email when content that matches your search criteria is modified or added.

Note. The email subscription option is enabled for a scope of Portal only. In addition, search notifications must be enabled on the Installation Options page and the notification Application Engine must be scheduled by the portal administrator to run on a regular basis.

See Defining Installation Options.

See Scheduling Saved Search Email Notifications.

Email Address

After selecting the email subscription option, enter the email address to which you want email notifications sent.

Executing Saved Searches

There are three ways to execute a saved search:

Select a saved search from the Saved Search drop-down list box on the Search page. The saved search is executed immediately.
Click the link for a saved search in the Saved Searches pagelet.
Click the link for a saved search on the Saved Searches page.

Editing and Deleting Saved Searches

Access the Saved Searches page (click the Edit Searches link on the Search page).

Title

Click a link to execute the saved search and access the Search page.

Edit

Click to access the Saved Searches Detail page on which you can edit the details of the selected saved search.

Delete

Click to delete the saved search item.

Note. You are prompted to confirm your deletion.

Add a Search

Click to access the Saved Searches Detail page on which you can add a new saved search.

Return to

Click the Return to link to return to the originating page: the Search page or the portal homepage.

Working With the Saved Searches Pagelet

This section discusses how to:

Use the Saved Searches pagelet.
Personalize the Saved Searches pagelet.

Page Used to Work With the Saved Searches Pagelet

Page Name	Definition Name	Navigation	Usage
Personalize Saved Searches	EO_PE_SRCHSV_PREF	Click the Customize Saved Searches button in the Saved Searches pagelet.	Change the display settings for the Saved Searches pagelet.

Using the Saved Searches Pagelet

Access the Saved Searches pagelet on the portal homepage.

When placed in a narrow column, the Saved Searches pagelet displays less information.

Use the Saved Searches pagelet to execute a saved search. Saved searches are displayed alphanumeric order.

Title	Click the link for saved search execute the search and access the Search page.
Add a Search	Click to access the Saved Searches Detail page on which you can add a new saved search item.
Show All/Enhanced	Click to access the Saved Searches page on which you can review a summary of all of your saved searches.

Personalizing the Saved Searches Pagelet

Access the Personalize Saved Searches page (click the Customize Saved Searches button in the Saved Searches pagelet).

Max Number of Displayed Rows

Specify the maximum number of rows to display: 05, 10, 15, 20, 25, or All. The default value is All.

Title	Enter the title of the saved search.
Description	Enter a description for the saved search.
Search Tips	Click to display search syntax and examples on the Search Tips page.
Search Keywords	Enter the search text. Note. Searches in PeopleSoft Enterprise Portal are case insensitive. In addition, you can use a wildcard character * and logical operators such as AND, OR, and NOT. See Search Considerations and Syntax.
Scope Name	Select the search scope: Action Items — Search all action item lists. Blogs — Search all blogs, posts, and comments. Calendars — Search all calendars and events. Content — Search all content management folders and items. Discussions — Search all discussion forums, topics, and replies. Portal — Search the portal registry and crefs. Resource Finder — Search resource finder profiles. Workspaces — Search collaborative workspaces and workspace content.
Email Subscription	Select to indicate that you want to be notified by email when content that matches your search criteria is modified or added. Note. The email subscription option is enabled for a scope of Portal only. In addition, search notifications must be enabled on the Installation Options page and the notification Application Engine must be scheduled by the portal administrator to run on a regular basis. See Defining Installation Options. See Scheduling Saved Search Email Notifications.
Email Address	After selecting the email subscription option, enter the email address to which you want email notifications sent.

Title	Click a link to execute the saved search and access the Search page.
Edit	Click to access the Saved Searches Detail page on which you can edit the details of the selected saved search.
Delete	Click to delete the saved search item. Note. You are prompted to confirm your deletion.
Add a Search	Click to access the Saved Searches Detail page on which you can add a new saved search.
Return to	Click the Return to link to return to the originating page: the Search page or the portal homepage.