Selecting an Existing Saved Search as a Custom View

An administrator or another user with the Publish Search permission can make an existing saved search available as a list view, a sublist view, and a dashboard view. This enables you to select this search from a View dropdown list to customize your view, instead of clicking Customize View and creating your own.

If you don't see a View list, it means that no saved searches of that record type have been set as available for that type of view.

The following screenshot shows the View list for a dashboard view:

View list for a dashboard view.

For information about how saved searches are made available as custom views, see Using a Saved Search as a View.

You can customize how saved search results are printed if your site uses advanced PDF/HTML templates. For more information about creating a custom template to print results from saved searches, see Advanced Templates for Printing Saved Search Results.

Important:

If the Use Expressions option is enabled for a search, editing is disabled in list, dashboard, and sublist views based on the search. If you want editing to be available for a view, ensure that the Use Expressions box on the Criteria subtab isn't checked for the search that filters view results. See Using Expressions in Search Criteria.

Related Topics

General Notices