Create a Partner Saved Search

Channel managers and partners can create a saved search based on the current user for the Partner business object. They can use this saved search to search for partner records that they created or updated.

Create a Saved Search for the Current User

To create a saved search for the partner business object based on the current user:

1. Sign in with your channel manager or partner credentials.

2. Click Partner Management and Partners.

3. On the Partners page, click Show Advanced Search.

4. Click Add, and select Created By or Last Updated By.

5. In the Created By or Last Updated By search field, select Current User.

6. Click Save.

7. In the Create Saved Search dialog box, type a name for the new saved search, for example, Partners I Created or Partners I Last Updated.

8. (Optional) Select the Set as Default check box to make this search the one that loads when a user first displays the page.

9. (Optional) Select the Run Automatically check box to run the search automatically when this search is loaded.

10. Click OK to save your search.

Create a Saved Search for the Site or for a Specific Role

To create a current user saved search with Page Composer for your entire site or for a specific job role:

1. Sign in with your channel manager or partner credentials.

2. Ensure that you're in a sandbox.

3. From the Settings and Actions menu, click Edit Pages.

4. Either select the option to edit pages at the Site level or select the option to edit pages at the Role level, choose the specific job role, and click OK.

5. Click Partner Management and Partners.

6. On the Partners page, click Show Advanced Search.

7. Click Add, and select Created By or Last Updated By.

8. In the Created By or Last Updated By search field, select Current User.

9. Click Save.

10. In the Create Saved Search dialog box, type a name for the new saved search, for example, Partners I Created or Partners I Last Updated.

11. (Optional) Select the Set as Default check box to make this search the one that loads when a user first displays the page.

12. (Optional) Select the Run Automatically check box to run the search automatically when this search is loaded.

13. Click OK.

14. To close Page Composer, click Close.

15. Test your new saved search.

16. Publish your sandbox to make the saved search available.

Saved Search in Workspace

Workspace is a single, unified work area that improves searches and makes key information available, thus accelerating user productivity. If enabled, then you do all your work in Workspace, instead of in individual work areas. To learn more about saved searches in Workspace, refer to the topics in the Related Topics section.