Configure a Saved Search for Microsoft 365

Create saved searches to use the same search condition multiple times, without having to explicitly define the search conditions.

Do this to configure a search operation:

• Set the search as your default search.

• Create a search criteria.

  The fields that are available depend on the object that you have selected. For example, a typical search on the accounts object could be; Record Set Equals I Own. This condition fetches all accounts that you own.

  Note: You can include fixed or multi-select drop-down list fields as well to your search criteria.

• Add fields on which you can create search conditions.

• Add roles to your configured search.