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titleCreating a Saved Search

If you frequently search for information by using the same search criteria, you can save your search criteria for future use. A Saved Search refers to the saved search criteria.

To create a saved search:

  1. Click .
    The  Filter window appears.

  2. As required, specify values in the filter sections.

  3. If you want to view To view the results of your search criteria, click Apply Filter.

    Info

    To modify an existing filter, search for the filter in the Saved Filter field. Make any changes as required and click Update Filter.

  4. Click Save Template to save the search criteria. The Save Filter window appears.

  5. In the Name field, specify a name with which you can identify the search.

  6. Select the appropriate View Permissions and Edit Permissions. Choose between All, Only me, and Specific Users.
    If you select Specific Users, select the users from the Available list and move them to the the Selected list.
  7. Click Save.

    The saved search is created, and it appears as an option in the Saved Filter field.

    Info

    The list of saved searches is available for further modifications. Navigate to To modify your saved searches, navigate to WFO > Workforce Management > Configuration > Saved Searches to access them.