--- title: Using Saved Search slug: neurons-for-itsm/admin-user-help/enu/latest/using-saved-search createdAt: 2026-07-14T19:16:42.332Z --- 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 1. Log in to the Service Desk console. 2. Open a workspace. 3. Click the drop-down arrow of the **All** button. :::Paragraph{indent="1"} The application displays the list of saved search available for that workspace and for the role. ::: ### Creating a Saved Search Neurons for ITSM 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. 1. Log in to the Service Desk console. 2. Open a workspace and perform one of the following action. - Select the **Favorite Searches** > **New Saved Search**. - Select the **New Saved Search** icon :inlineImage[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/iAzWcaU7YuR9lYsjRiqSb_newsavedsearchicon.png" alt caption size="10" width="18" height="15"} in the workspace. :::hint{type="info"} The **New Saved Search** icon is available only to users with **Create** or **Edit** permission. ::: 3. Configure the search criteria. 4. Click the **Settings** :inlineImage[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/eYBNQd9AxSqNDcU0M0eJ4_savedsearchsettingsicon.png" alt caption size="10" width="60" height="16"} icon. 5. 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. | :::hint{type="info" indent="1"} 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. ::: 6. Click **OK.** 7. Click **Save as**, enter a name to search and then click **Save**. :::Paragraph{indent="1"} The application saves the search and displays it on your list of saved searches. ::: :::hint{type="info"} To apply Saved Search for the Mobile Analyst role, click the :inlineImage[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/Cxdws9nNNkGLRAfLKah2T_setasfavorite.png" alt caption size="10" width="55" height="14"} 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. 1. Log in to the Service Desk console. 2. Open a workspace. 3. Click the Favorite Searches drop-down arrow. The application displays the list of saved searches available for that workspace and for the role. 4. To see the entire list, click **All Saved Searches**. 5. Hover the cursor over any Search Name, If you have the correct permissions, four options appear: **Edit**, **Clone**, **Dependency**, and **Delete**. Click **Dependency**. :::Paragraph{indent="1"} The application displays a **Dependency** dialog box with a list of dashboard items that depend on this search. ::: 6. 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 :inlineImage[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/XA0Pf8tzCagZGGr-uHO2b_edit.png" alt caption size="10" width="15" height="16"} appears next to the saved search. Permissions are set by your administrator in the system settings for your role. 1. Log in to the Service Desk console. 2. Open a workspace. 3. Select the **Favorite Searches** dropdown. :::Paragraph{indent="1"} The application displays the list of saved search available for that workspace and for the role. ::: 4. To see the entire list, click **All Saved Searches**. 5. Hover over the Search Name, if you have the correct permissions, four options appear: **Edit**, **Clone**, **Dependency**, and **Delete**. :::Paragraph{indent="1"} *Saved Search Toolbar (*Neurons for ITSM* Application)* ::: ::Image[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/lvKBGcVK9QylnIHY_YxPu_savedsearchtoolbar.png" position="flex-start" size="80" initialPath="../../Resources/Images/help-images/SavedSearchToolbar.png" githubPath="Content/Resources/Images/help-images/SavedSearchToolbar.png" showCaption="false" width="615" height="100" darkWidth="615" darkHeight="100" indent="1"} 6. Click the **edit** icon :inlineImage[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/XA0Pf8tzCagZGGr-uHO2b_edit.png" alt caption size="10" width="15" height="16"}, then change any of the fields and search criteria. 7. 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 1. Log into the Service Desk. 2. Open a workspace. 3. Click the Favorite Searches drop-down arrow. The application displays the list of saved search available for that workspace and for the role. 4. To see the entire list, click **All Saved Searches**. 5. Hover the cursor over the gray star on the Search Name you want to add to favorites list. 6. Click **Add as Favorite**. ### Remove a Saved Search from Favorites 1. Log in to the Service Desk console. 2. Open a workspace. 3. Click the Favorite Searches drop-down arrow. The application displays the list of saved search available for that workspace and for the role. 4. To see the entire list, click **All Saved Searches**. 5. Hover the cursor over the yellow star of Search Name you want to remove from the Saved Search from the favorite list. 6. 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). 1. Log in to the Service Desk console. 2. Open a workspace. 3. Click the Favorite Searches drop-down arrow. The application displays the list of saved search available for that workspace and for the role. 4. To see the entire list, click **All Saved Searches**. 5. Hover the cursor over the Search Name you want to delete. If you have the correct permissions, the application displays the :inlineImage[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/36wp44StYgWRScATebSZs_deleteredx.png" alt caption size="10" width="14" height="13"} **Delete** icon. 6. Click the **delete** icon :inlineImage[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/36wp44StYgWRScATebSZs_deleteredx.png" alt caption size="10" width="14" height="13"}. 7. Click **Yes** in the confirmation window. ### Accessing Saved Searches by Business Object Administrators can see all saved searches for each business object. 1. 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. 2. 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: 1. From the Configuration console, click **Build > Business Objects** to open the **Business Objects** workspace. 2. Open a business object. The application displays the workspace for that business object. 3. 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. 1. Log in to the Service Desk console. 2. Open a workspace. 3. 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. 4. To see the entire list, click **All Saved Searches**. 5. Click the **Export to Microsoft Excel** icon :inlineImage[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/N1tvBmPco382fWrLGfsmO_exportexcel.png" alt caption size="10" width="16" height="16"} next to the saved search to export. You do not see the icon if your role does not have permissions. :::Paragraph{indent="1"} 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. 1. Log in to the Service Desk console. 2. Open a workspace. 3. 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. 4. To see the entire list, click **All Saved Searches**. 5. Click the **email** icon :inlineImage[]{src="https://api.archbee.com/api/optimize/parib0MC3hVoUNdfQdnac/2mvn8xmuS9G7gSFe5fxV3_email.png" alt caption size="10" width="17" height="15"} for the saved search you want to send as an email. You will not see the icon if your role does not have permissions. :::Paragraph{indent="1"} 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. 1. In the Configuration console, click **Configure > Users and Permissions > Roles and Permissions.** :::Paragraph{indent="1"} The **Roles and Permissions** workspace is displayed. ::: 2. Select the role to configure. :::Paragraph{indent="1"} The **Role Details** page appears. ::: 2. Select the **System Permissions** tab. 3. 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. 4. Click **Save**. :::Paragraph{indent="1"} 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 1. Log in to the Service Desk console. 2. Open a workspace. 3. 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. 4. To see the entire list, click **All Saved Searches**. 5. Hover the cursor over the Search Name you want to clone. If you have the correct permissions, a **Clone** button appears. 6. Click **Clone**. 7. Click **Yes** in the confirmation window. :::Paragraph{indent="1"} 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: 1. From the Configuration console, click either **Build > Search Tools > Saved Searches** or **Build > Automation Tools > Saved Searches** to open the **Saved Searches** workspace. :::Paragraph{indent="1"} The application displays a list of business objects with saved searches. ::: 2. 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. 3. Hover the cursor over a search name and click **Edit**. The application displays the saved search format area. 4. 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. 5. Enter an expression such as **$(GetGlobal("FeatureA"))**. 6. Click **Save**. 7. Save the saved search. :::Paragraph{indent="1"} 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. :::