To frequently perform the same search with configured filter values, you can filter records and save your search. You can run the saved search any time. If you want to frequently perform a search with predefined fields, you can save a filtered search as a template.
After you create a saved search or template, you can edit or delete it.
You can also share a saved search or template with other users in your organization, or keep it private.
For example, consider a sales team where all members frequently search for customer records based on a filter criteria, such as customers who purchased over $10,000 in the last month and are located in New York city. To track the customer records, each team member creates a saved search.
To reduce time and effort, the sales team lead can create a saved search with these criteria and share it with everyone. When the sales lead shares the saved search, all other members in the team can quickly access matching records without creating their saved searches. If they want to reuse the shared search with some additional filter values, they can save it as a new search and configure the additional filter values.
Additionally, if other team members have the appropriate privilege, they can also rename or delete the shared search, or change its sharing settings to private.
You can view all the saved searches and templates that you create on the Created By Me tab and those that are shared with you on the Shared With Me tab on the Search page.
Sharing saved searches and templates
After you create a saved search or template, it remains private. You can choose to share it with other users in your organization.
1On the Search page, click the Created By Me tab and select a saved search or template that you want to share.
2Click Actions > Share.
3In the Share Saved Search or Share Search Template dialog box, select one of the following sharing options:
- No. The saved search or template remains private and isn't shared with other users.
- Yes, share with everyone. All users can access and then run the shared search or template. Only users with the appropriate privilege can rename, delete, or change the sharing option to private. For more information about the privilege to rename, delete, or change the sharing option of a shared search or template, contact your administrator.
4Click Save.
Editing and deleting saved searches and templates
You can edit or delete the saved searches and templates that you created.
Note: If you include a hierarchy in a saved search, the saved search doesn't display the hierarchy filter.
1On the Search page, click the Created By Me tab and select a saved search or template that you want to edit.
The search details appear.
2Edit the search by adding or removing fields and field values.
3Click Actions > Save.
4To save the search as a new search, click Actions > Save As.
5In the Save As dialog box, enter a unique name for the search.
6To save the search as a template, select Save search as a template.
Note: You can save only the filtered searches as a template.
7Click Save.
The saved search and template appears on the Search page.
Note: The Search page lists the saved searches and templates, and the filtered searches use a suffix Filtered added to the search names.
8To delete a search, on the Search page, hover over a search, and click Delete.
When you delete a saved search or template, MDM SaaS permanently deletes the saved search or template for you and anyone you've shared it with.