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.

  1. 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.
    See Create and Activate Sandboxes.
  2. Open the page where you want to create saved searches. For example, from the Navigator, select Tools, and then select Transaction Console.
  3. Click your user image or name in the global header and select Edit Page from the Settings and Actions menu.
  4. Set the filters you want for the saved search (in this example, on the Transaction Manager: Transactions page).
  5. Click Save and optionally set this saved search as Default for all affected users.
  6. Test your changes and publish the sandbox. See Publish Sandboxes.