Save searches

You can save and rerun searches that you run frequently by using the saved searches functionality. In 24.2 and later versions, you can use the Requests page to filter requests and save the filter settings as favorite views for later use.

Save a search

When searching for requests, you can save the search preferences and rerun the search at a later time.

To save a search:

  1. Perform a request search. For details, see Search for requests by generic request field values.

    The Search Results page loads, displaying search results.

  2. In the Save this search as field, enter a name for the search, and then click Save.

    A window opens to display the results of the save operation.

    • Click Manage Saved Searches to go to the Manage Your Saved Searches page. See Manage saved searches for more information.
    • Click Return to Search Results to return to the search results.

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Run saved searches

You can run a saved search to search for requests.

To run a saved search:

  1. From the menu, click Open > Demand Management > Saved Searches > <Saved Search Name>.

    If the saved search is included in a saved search category, it is listed under the <Saved Search Category> sub menu.

    The saved search runs and the Search Results page displays the results of your search.

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Manage saved searches

You can move a saved search or delete it.

To move or to delete a saved search:

  1. From the menu bar, select Open > Demand Management > Saved Searches > Manage Saved Searches.

  2. To move a saved search, select the saved search, use the Up and Down arrows to move the saved search.

    You can move the saved search up or down within a category or between categories.

  3. To delete a saved search, select the saved search and click the Delete button.

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Manage saved search categories

You can categorize saved searches into groups for easy organization.

To create a saved search category:

  1. Log on to PPM.

  2. From the menu bar, select Open > Demand Management > Saved Searches > Manage Saved Searches.

  3. Click Add New Category.

    A new category section is added to the Manage Your Saved Searches page.

  4. In the Category Name field of the new category section, provide a name for the new category and click Save.

    The new category is created. When the category includes a saved search, it appears in the menu bar.

To move or delete a saved search category:

  1. Log on to PPM.

  2. From the menu bar, select Open > Demand Management > Saved Searches > Manage Saved Searches.

  3. To move a saved search category, click the Up or Down arrow alongside the category to move the category up or down.

    When the category includes a saved search, it appears in the menu bar. The order of the category appears in the menu bar is the same as it is on the Manged Saved Searches page.

  4. To delete a saved search category, click the Delete button alongside the target category section.

  5. Click Save.

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See also: