Edit a Saved Search

Here are some best practices to follow when you edit a saved search:

  • You need to first apply a saved search before you edit it. If you try to edit a saved search without applying it, it might corrupt the other saved searches or this one itself.
  • Apply the saved search once more after editing it. This ensures consistency in the search results and proper validation of the saved search criteria after you make any changes.

To edit a saved search:

  1. Click the Saved Searches icon on the Redwood search page.
  2. In the Saved Searches panel drawer, from the select the Select Saved Search drop-down list, select the saved search that you want to edit.
  3. Click Apply.
  4. Make any changes as required to the saved search.

    For example: add or remove filters, change the sort order, show or hide columns, and add or remove keywords.

  5. Click the Saved Searches icon again on the Redwood search page.
  6. In the Saved Searches panel drawer, from the select the Select Saved Search drop-down list, select the same saved search for which you made the changes.
  7. Do one of the following:
    • If you want to save the search with the same name and don’t want to make any further changes:
      1. Click Save in the Actions drop-down list, and then click Apply.
    • If you want to make further changes to the search such as changing the name, setting it as the default, or enable it as a system search:
      1. In the Actions drop-down list, click Edit.
      2. In the Edit drawer, make any other changes as listed above.
      3. Click Save and Apply.

The changes will be applied on the search page.