Saved Searches

OVERVIEW

Both in the List View and in Calendar Views (including the Enhanced Day View) you can create custom Saved Searches (previously known as Event Views) to display items that match specific criteria. You can share a Saved Search with other Users by setting it to “Global” when creating a new Event View or editing an existing one.

CREATE A SAVED SEARCH

1. Click the vertical ellipsis button to the right of the Saved Search drop-down.

2. From the drop-down menu, select Create.

   

3. In the Add Event View dialog that displays:

   

   1. Fill in the Event View Name.

   2. To share this Event View with other Users, make sure the Global check box is selected.

   3. Build a filter criteria statement by selecting an Event field, operator, and value. If the filed you have selected is associated with a list of predefined values (such as "Status"), the > button displays next to the value field. Click this button and select the required value(s) from the dialog that displays.

   4. Click add icon to add more criteria statements and select how the statements should logically combine (AND or OR).

   5. Review the criteria in the Criteria Builder field.

   6. Click Save.

EDIT A SAVED SEARCH

1. From the Saved Search drop-down, select and apply the Saved Search to be edited.

2. Click the vertical ellipsis button to the right of the saved search drop-down.

3. From the drop-down menu, select Edit.

4. In the Edit Saved Search dialog that displays, edit the fields as necessary.

5. Click Save.

DELETE A SAVED SEARCH

1. From the Saved Search drop-down, select and apply the Saved Search to be deleted.

2. Click the vertical ellipsis button to the right of the saved search drop-down.

3. From the drop-down menu, select Delete.

4. Click Yes to delete the Event View.

Note: You can edit and delete a global Event View if you are the owner (creator of the Event View). However, administrators can also configure other user types to edit and delete global views that they do not own.

APPLY A SAVED SEARCH

1. From the Saved Search drop-down, select a defined Saved Search.

2. The items displayed in the Calendar or List View are filtered based on the Saved Search criteria.

REMOVE AN APPLIED SAVED SEARCH

1. If a Saved Search is currently applied, from the Saved Search drop-down, select All Events to remove the applied filtering.