Create a Saved Search for All Users

In this example, you search for the term expense using the Transaction Manager: Transactions page in the Transaction Console work area.

You run the search in a sandbox that has the Page Composer tool in it. After you review and save your search, you publish the sandbox to make your saved search available for all users.

  1. Create and activate Sandbox1 that has Page Composer tool in it.

  2. Make sure that you select Site layer as the context layer, which affects all users.

  3. Click Navigator > Tools > Transaction Console.

  4. Click your user image or name in the global header and select Edit Page from the Settings and Actions menu.

  5. Make sure that you stay in the Design view.

  6. On the Transaction Manager: Transactions page, search for the term expense.

  7. In the search results, if the filters are hidden, click the Show Filters button.

  8. Set any filters you want to save. For example, set the Status as In Progress.

  9. Review your search results and click Save.

  10. Name your saved search as All_Expense_Approvals.

  11. Select the Default check box to set your search as the default search.

  12. Publish Sandbox1.

Your saved search is available as the default search for all users.