How can I create saved searches for all users or specific users?
As an admin, you can create saved searches with the Page Composer tool opened in a sandbox. The context level of the sandbox makes your saved searches available to all or select users.
- Create and activate a sandbox that has the Page Composer tool in it.
- The default context level for the tool is Site, which applies to all users.
- To apply to specific users, click the Edit icon and select a level other than Site.
- Open the page where you want to create saved searches. For example, from the Navigator, select Tools, and then select Transaction Console.
- Click your user image or name in the global header and select Edit Page from the Settings and Actions menu.
- Set the filters you want for the saved search (in this example, on the Transaction Manager: Transactions page).
- Click Save and optionally set this saved search as Default for all affected users.
- Test your changes and publish the sandbox. See Publish Sandboxes.