Save Keyword Searches with Filters

One type of search you might find on the page is a keyword search with filters. Some of these searches have predefined saved searches, and you can also create and edit saved searches for your own use.

A saved search captures entered search terms, filters, and other settings so that you can easily run the same search again later. If you have the appropriate roles, you can also create and edit saved searches for other users using Page Composer.

Create and Edit Saved Searches

Follow these steps:

1. Enter search terms in the search field, and click Search, or select a saved search in the autosuggest.

2. Click the Show Filters link if filters are currently hidden.

3. Optionally organize filters as follows, depending on what's available to you:

   • Use the Add or Reorder buttons.

   • Click the Personalize icon to show, hide, or reorder filters, and click OK.

4. Set filter values or select filters, and click the Save button.

5. Name your saved search.

   • To create a saved search, enter a new, unique name.

   • To update an existing saved search that you created, save with the original name.

   You can't overwrite predefined saved searches by using their names, but you can create a copy with a unique name.

6. Click Set as Default if you want the saved search to be automatically selected whenever you open this page.

7. Click OK.

Your saved search can be limited to the current page, or in some cases available in other searches for the same object.

Change Settings or Rename and Delete Saved Searches

Follow these steps:

1. Click the Show Filters link if filters are currently hidden.

2. Select Manage from the Saved Search list.

3. Define settings for any saved search, predefined or user-defined, in the Manage Saved Searches dialog box:

   • Default: The saved search is automatically selected whenever you open this page.

   • Show in Saved Search List: The saved search is available for you to select and run on this page. You can still find hidden saved searches in the Manage Saved Searches dialog box.

   Note: Changes you make to predefined saved searches apply only to you, unless you're editing the saved search within Page Composer.

4. The Active setting identifies the saved search that's currently selected on the page. You can designate a different active saved search to have that saved search automatically selected as soon as you click OK in this dialog box.

5. For user-defined saved searches only, you can also rename or delete the saved search.

6. Click OK.