Can I rename my assigned saved searches in Workspace?

No. You can only rename your own personal saved searches. You can't rename other saved searches, such as those created or assigned by an administrator. While each business object has its own list of default saved searches, you can choose a saved search as your personal default and can change the name to suit your requirements from the My List tab on the Manage Saved Searches page.

Note: Only administrators can assign saved searches to different roles and assign default saved searches to different user roles.

The following screenshot shows an example of the Manage Saved Searches window as seen by users. The associated table describes the columns highlighted in the screenshot by callouts.

Manage Saved Searches window with callouts highlighting the features described in the text.

Callout Number

Column Name

Description

1

My Default Saved Search for Workspace

This is your personal default saved search. You can keep the default saved search assigned by the administrator, or change the saved search to a different one contained in the drop-down list.

2

Manage List

The business object containing the saved searches you're managing. For example, by selecting Accounts for Manage List, saved searches based on the Account business object are displayed. You can quickly switch between saved searches across objects. Once a new object is selected, saved searches related to that object are immediately displayed.

3

Show in List

The saved search appears in the list of saved searches only when this option is selected. While you can't delete lists provided by Oracle, you can hide them by deselecting the Show in List option.

4

Default

Each salesperson can specify one saved search for each object as their personal default. You see the results of your personal default saved search when you open work areas powered by Adaptive Saved search, including those in CX Sales Mobile in the Redwood User Experience. The personal default saved searches don’t apply to the Workspace work area, as Workspace always opens to the default saved search you select in the My Default Saved Search for Workspace field.

5

Name

You can rename your own personal saved searches here. However you can't rename other saved searches, such as those created or assigned by an administrator.

6

Shared With

You can view but can't change the values here.

7

Delete

You can only delete your own personal saved searches. You can't delete saved searched provided by Oracle or an administrator.