1. Using Sales
  2. Maintain Your Personal List of Saved Searches

Maintain Your Personal List of Saved Searches

While each business object has its own list of saved searches, you can designate only one saved search as your personal default.

This is the saved search that you see each time you open Workspace or the appropriate work area. Each business object comes with its own saved searches, which you can manage as described in the following steps.

The next section is for non-administrative users only. Only administrators can assign saved searches to different roles and assign default saved searches to different user roles. For more information, see the Saved Search Setup section in the Implementation Reference guide

Manage Your Personal List of Saved Searches

From the Workspace UI selector:

  1. Select the business object.

  2. From the same menu select Manage Saved Searches.

    Here's a screenshot of the list of business objects that appears when you click the selector. The image highlights the Manage Saved Searches task, the last selection on the list.

    List of business objects that appears when you click the business object selector. The image highlights the location of the Manage Saved Searches task.

    The following screenshot shows an example of the Manage Saved Searches window as seen by users. Here's a table that describes the columns highlighted in the screenshot by callouts.

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

  3. Update the saved searches. You can:

    • Rename personal saved searches you created

    • Hide save searches from your personal list, by deselecting Show in List.

  4. Click Save and Close when you're done.