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How to Create a SavedQuery

Updated

How to Create a SavedQuery

Issue/Problem

User uses Search in DocuShare often and the same type of search is performed regularly. There is a way to save the search criteria to save time?

Solution

It is possible to save a search criteria as a SavedQuery so that it can be used over and over again.

To create a SavedQuery you must first perform the desired search:

  1. When logged into DocuShare.

  2. Click on Advanced link in the upper right hand corner near the Search box. The Advanced Search page will display.

  3. Choose any specific criteria that fits what you are looking for.

  4. Under the Objects Types to Search section, select the type of Objects by placing a checkmark in the checkboxes that apply.

  5. Under the Document Types to Search, select all that apply.

  6. Click the Search button at the bottom of the page.

  7. After the search results are displayed, select SavedQuery from the add drop down menu. The Add SavedQuery page will display.

  8. In the Title field, enter a title for the Query and any other information to identify the Query including Summary, Description Keywords, etc..

  9. Choose any other additional criteria that may fit what you are looking for.

  10. Under the Objects Types to Search section, select the type of Objects by placing a checkmark in the checkboxes that apply to narrow the search results.

  11. Under the Document Types to Search, select all that apply or narrow the search results by selecting “Limit search to selected document typesâ€.

  12. Click the Save Search button at the bottom of the page. The Locations page will then display.

  13. Click the Show All button

  14. Highlight the desired Collection or Workspace in the Possible Locations and click the Add button to move it to the Selected Locations box and add any other additional locations that you may require.

    Note: The locations selected will be the initial location where the Saved Query will be saved.

  15. Click the Update Locations button.

  16. The Saved Query will now be displayed in the Collection(s) or other location you specified.

  17. This Query can be run manually at any time and the results of the query will reflect what is current.

Solution Published: November 29, 2016

Solution ID: 1830

Keywords: Saved Search

Query

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