Using Saved Search

use saved searches to save search criteria and reuse them later saved searches help you run frequently used searches without re entering search conditions each time depending on your permissions, you can create saved searches modify saved searches delete saved searches share saved searches with other roles mark saved searches as favorites export or email saved search results you can view saved searches available to your role and the current workspace viewing saved searches log in to the console open a workspace click the drop down arrow of the all button the application displays the list of saved search available for that workspace and for the role creating a saved search includes default saved searches based on your role you can also create your own saved searches before you begin your role must have the appropriate permissions create permission allows you to create personal saved searches edit permission allows you to modify saved searches and publish them to other roles administrators configure these permissions in role settings log in to the console open a workspace and perform one of the following action select the favorite searches > new saved search select the new saved search icon in the workspace the new saved search icon is available only to users with create or edit permission configure the search criteria click the settings icon in the saved search settings dialog box, enter the following information field description sharing publish action to the roles to which to publish this saved search select from the drop down list this saved search is available for all users in those roles category specifies if the search is on the saved search list or on a dashboard category is a way to group searches into meaningful collections defaults personal default check personal default to make this saved search the default when you (the logged in user) open this specific workspace this search automatically executes and the results appear in the list when you open this workspace uncheck personal default if you do not want to make this your default search default for roles the roles for which this saved search is the default choose the roles from the drop down list you can only designate roles to which you have write permissions permissions edit check box indicates the permission set for the user to edit saved search delete check box indicates the permission set for the user to delete saved search if you have only create permissions, you can create and edit the saved search that you created you cannot publish to your role or other roles if you have edit permissions, you can publish to your role or other roles click ok click save as , enter a name to search and then click save the application saves the search and displays it on your list of saved searches to apply saved search for the mobile analyst role, click the icon to set the saved search as favorite saved searches that are not set as favorite do not appear in the mobile analyst portal viewing the dependencies of a saved search saved searches that are deleted or modified might affect the display of data in a dashboard part you can view the dependencies associated with each saved search to determine if a dashboard part is affected log in to the console open a workspace click the favorite searches drop down arrow the application displays the list of saved searches available for that workspace and for the role to see the entire list, click all saved searches hover the cursor over any search name, if you have the correct permissions, four options appear edit , clone , dependency , and delete click dependency the application displays a dependency dialog box with a list of dashboard items that depend on this search click close modifying a saved search do not modify any default saved searches, as this could cause unexpected results due to dependent processes before modifying a saved search, check for any affected dependencies you can modify or publish a saved search to any role if you have edit permissions in this case, the edit icon appears next to the saved search permissions are set by your administrator in the system settings for your role log in to the console open a workspace select the favorite searches dropdown the application displays the list of saved search available for that workspace and for the role to see the entire list, click all saved searches hover over the search name, if you have the correct permissions, four options appear edit , clone , dependency , and delete saved search toolbar ( application) click the edit icon , then change any of the fields and search criteria click save favorites favorites help you quickly access frequently used saved searches favorite saved searches are marked with a yellow star non favorite saved searches are marked with a gray star adding or removing a favorite does not modify or delete the saved search the application shows all saved searches that are marked as a favorite in the saved search drop down list add a saved search to favorites log into the open a workspace click the favorite searches drop down arrow the application displays the list of saved search available for that workspace and for the role to see the entire list, click all saved searches hover the cursor over the gray star on the search name you want to add to favorites list click add as favorite remove a saved search from favorites log in to the console open a workspace click the favorite searches drop down arrow the application displays the list of saved search available for that workspace and for the role to see the entire list, click all saved searches hover the cursor over the yellow star of search name you want to remove from the saved search from the favorite list click remove favorite delete a saved search you can delete a saved search if you have delete permissions in this case, a delete icon appears next to the saved search permissions are set by your administrator in the application settings for your role before deleting a saved search, check for any affected dependencies see viewing the dependencies of a saved search docid\ o9yll2iz3uxqzetlhodku log in to the console open a workspace click the favorite searches drop down arrow the application displays the list of saved search available for that workspace and for the role to see the entire list, click all saved searches hover the cursor over the search name you want to delete if you have the correct permissions, the application displays the delete icon click the delete icon click yes in the confirmation window accessing saved searches by business object administrators can see all saved searches for each business object from the configuration console, click build > search tools > saved searches to open the saved searches workspace the application displays a list of business objects with saved searches click edit under the action column for the business object for which to view saved searches the application displays the list of saved searches for the business object you can also access all saved searches for a business object by doing the following from the configuration console, click build > business objects to open the business objects workspace open a business object the application displays the workspace for that business object along the top, click saved searches the application lists all of the saved searches associated with that business object export saved search results you can export the records found in a saved search to a microsoft excel ( xls) file you must have permissions granted by the administrator to do this log in to the console open a workspace click the drop down arrow of the all button the application displays the list of saved search available for that workspace and for the role to see the entire list, click all saved searches click the export to microsoft excel icon next to the saved search to export you do not see the icon if your role does not have permissions the application downloads the file to your local computer emailing a saved search you can email the results of a saved search to yourself you must have permissions granted by the administrator to do this log in to the console open a workspace click the drop down arrow of the all button the application displays the list of saved search available for that workspace and for the role to see the entire list, click all saved searches click the email icon for the saved search you want to send as an email you will not see the icon if your role does not have permissions the file is sent to the logged in user's email address giving roles permission to export or email a saved search administrators can grant roles permission to export saved search results to microsoft excel or email saved search results in the configuration console, click configure > users and permissions > roles and permissions the roles and permissions workspace is displayed select the role to configure the role details page appears select the system permissions tab enable one or both of the following permissions allow microsoft excel download from saved searches to allow users to export saved search results to a microsoft excel ( xls) file allow email to yourself from saved searches to allow users to email saved search results to themselves click save users assigned to the role can access the corresponding export or email actions on the saved searches page after refreshing the application or signing in again cloning a saved search log in to the console open a workspace click the drop down arrow of the all button the application displays the list of saved search available for that workspace and for the role to see the entire list, click all saved searches hover the cursor over the search name you want to clone if you have the correct permissions, a clone button appears click clone click yes in the confirmation window the application adds a new saved search to the list it has the same name as the saved search that you cloned, except that the new saved search has " copy" appended to the name to change the name, edit the saved search see modifying a saved search docid\ o9yll2iz3uxqzetlhodku setting the visibility of a saved search you can make a saved search visible or hidden depending on a condition follow these steps from the configuration console, click either build > search tools > saved searches or build > automation tools > saved searches to open the saved searches workspace the application displays a list of business objects with saved searches click edit under the action column for the business object to set the visibility of a saved search for the application displays the list of saved searches for that business object hover the cursor over a search name and click edit the application displays the saved search format area click hidden expression the application displays an expression editor pop up window where you can enter an expression that specifies when the saved search is visible enter an expression such as $(getglobal("featurea")) click save save the saved search the application displays the list of business objects with saved searches notice that there is a function symbol in the hidden column, to denote that the saved search has a hidden expression associated with it