Save Search Options
Query zones and info zones that include filter areas, allow a user to capture and save filter criteria so that the same search can be more quickly executed in the future. Users may save many different search options for the same zone. Users also have the option to nominate one search as the default so that this search is automatically loaded upon entering the zone. In addition, users may choose to set one or more searches as a Favorite, which causes the search to appear in the
Favorite Searches zone in the dashboard. This allows a user to navigate to the portal for that zone and load the saved search in one click.
The Explorer Menu includes various options for supporting Saved Searches that are described below.
Note the following additional points about this functionality:
• Click Search before Saving. When a user wants to save a search, the search criteria should be entered and the Search button should be clicked prior to saving the search.
• Criteria is saved, not results. Although a user must click Search prior to saving the search, the system saves the criteria, but not the results. When returning to the query or info zone in the future and opening a given saved search, the results displayed will be the current records in the system that match the saved search criteria.
• Multi-Query Zones. When a user is on a multi-query zone, the searches are saved at the multi-query zone level so that all saved searches for the various search dropdowns for a given multi-query zone are visible in the Open Saved Searches menu option.
• Functionality is Secured. If for any reason an implementation wishes to restrict which users are allowed to save searches, the functionality is securable. Only users with Inquire access to the F1_USRFAVSCH application service will see these options in the explorer menu. This is the same application service that is used to provide access to the Favorite Searches dashboard zone.
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