Creating Saved Searches¶
Create simplified search pages tailored for specific document types, users, or departments.
What Are Saved Searches?¶
Saved Searches are pre-configured search pages with simplified interfaces. Instead of using the full Advanced Search screen, users see only the relevant fields with optional default values.
Benefits of Saved Searches¶
| Benefit | Description |
|---|---|
| Simplified interface | Show only relevant search fields |
| Default values | Pre-fill common search criteria |
| Focused results | Narrow search scope automatically |
| User-specific | Design for specific departments or roles |
Example
A saved search for invoices might only show Customer Name, Date Range, and Amount fields, with the library location pre-filled.
Who Can Create Saved Searches?¶
| Role | Can Create |
|---|---|
| System Administrator | Yes |
| Category & Search Administrators | Yes |
| Regular Users | No |
How to Create a Saved Search¶
- Navigate to the Search tab
- Click New search page (bottom right corner)
- The search page reloads with additional options
- Enter your search criteria (these become default values)
- Enter a Name for the search page
- Enter a Description
- Select which search fields to display by clicking checkboxes
- Click Save
Saved Search Settings¶
| Setting | Description |
|---|---|
| Name | Display name shown in the sidebar |
| Description | Brief explanation of the search purpose |
| Visible Fields | Which search criteria users can modify |
| Default Values | Pre-filled search criteria |
Accessing Saved Searches¶
Saved searches appear in the Search pages section on the left sidebar. Users simply click the saved search name and optionally modify the visible criteria before searching.