Create a Saved Search

Use the Stored Query window (accessed from within the Search Manager) to create a Saved Search. When you define a Saved Search, you define:

  • General properties: Name, description, and Business Object to search.
  • Clause.

Good to know:

  • A Comparison Clause is typically selected by default. To define a different type of clause, click the Delete button to remove the Comparison Clause.

To create a Saved Search:

  1. Open the Search Manager.
  2. Select a scope and subfolder (if needed).
  3. Click the Create New button.

    The Stored Query window opens.

  4. Define the general properties for the Saved Search:
    1. Name:

      Provide a display name to use within CSM (search this property in CSM Item Managers).

    2. Description:

      Provide a description to use within CSM (search this property in CSM Item Managers).

    3. Select the Business Object you want to search.
  5. Click the New button, and then select the type of Clause you want to create:
    • Comparison Clause: A Comparison Clause is a Query Clause that finds all records containing a field with a particular value.
    • Grouping Clause: A Group Clause is a Query Clause that groups together several Clauses. When you group Clauses you must decide if all Clauses must be true (AND logic), or if only one Clause must be true (OR logic), in order to retrieve the record.
    • Ownership Clause: An Ownership Clause is a Query Clause that finds records associated with a particular owner (person or Team).
    • Related Clause: A Related Clause is a Query Clause that finds Business Objects whose related Business Object satisfy some of the criteria.
    • Queue Clause: A Queue Clause is a clause that finds all records that exist or do not exist on Queues. It also finds records that are available, checked out, and suspended on Queues.
  6. Add additional clauses to refine your search (optional).

    If you are using the Stored Query Builder, there is an Options button that allows you to define additional options, including availability and icon image.

    Results open in the Grid format in the CSM Desktop Client Main Pane.