Using a Saved Search as a Reminder

If a saved search's results drive your work tasks, you can add a count of results, with a link to the details, to your dashboard Reminders portlet. This link, called a custom reminder, makes your important task information readily accessible. After you check the Available for Reminders box on the saved search page, you can set up your Reminders portlet to include the new saved search reminder. This reminder also is available to other users in the search audience.

Be aware of the following when you plan to use a saved search as a reminder:

The search title is displayed in the Reminders portlet, with the format: <number_of_results> <saved_search_name>

Define a search title that makes sense as a reminder.
Custom reminders work best for saved searches that do not have results grouped by summary types, because reminders are based on a count of the number of results, and only display when this count is a non-zero integer.

If you set up a reminder for a saved search that groups results by a summary type other than a count, the reminder does not display.

You can define a count for a field that has a summary type defined, to make the reminder display, but the reminder result is affected by the grouping and may not include the total count of saved search results.

You should check the Results subtab to see if the saved search includes any summary types. If it does, it may be best to remove them, or to recreate the search without summary types.

For detailed steps and an example, see Creating Custom Reminders.

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