Configuring Saved Search

Accessing Saved Searches by Business Object

Administrators can see all saved searches for each business object.

1.From the Configuration Console, click Build > Search Tools > Saved Searches to open the Saved Searches workspace. The application displays a list of business objects with saved searches.

2.Click Edit under the Action column for the business object for which to view saved searches. The application displays the list of saved searches for the business object.

You can also access all saved searches for a business object by doing the following:

1.From the Configuration Console, click Build > Business Objects to open the Business Objects workspace.

2.Open a business object. The application displays the workspace for that business object.

3.Along the top, click Saved Searches. The application lists all of the saved searches associated with that business object.

Giving Roles Permission to Export a Saved Search

Users with administrator rights can perform this procedure.

1.From the Configuration Console, click Configure > Users and Permissions > Roles and Permissions to open the Roles and Permissions workspace. The list of roles appears.

2.Select the role to have export permissions. The Role Details page appears.

3.Select the System Permissions tab.

4.At the bottom of the page, check Allow Microsoft Excel download from saved searches.

5.Click Save.

The users for that role see the export icons on the Saved Searches page after they refresh or login again.

Giving Roles Permission to Email a Saved Search

Users with administrator rights can perform this procedure.

1.From the Configuration Console, click Configure > Users and Permissions > Roles and Permissions to open the Roles and Permissions workspace. The roles list appears.

2.Select the role to have email permissions. The Role Details page appears.

3.Select the System Permissions tab.

4.At the bottom of the page, check Allow Email to yourself from saved searches.

5.Click Save.

The users for that role see the email icons on the Saved Searches page after they refresh or login again.

Setting the Visibility of a Saved Search

You can make a saved search visible or hidden depending on a condition.  Follow these steps:

1.From the Configuration Console, click either Build > Search Tools > Saved Searches or Build > Automation Tools > Saved Searches to open the Saved Searches workspace. The application displays a list of business objects with saved searches.

2.Click Edit under the Action column for the business object to set the visibility of a saved search for. The application displays the list of saved searches for that business object.

3.Hover the cursor over a search name and click Edit. The application displays the saved search format area.

4.Click Hidden Expression. The application displays an Expression Editor pop-up window where you can enter an expression that specifies when the saved search is visible.

5.Enter an expression such as $(GetGlobal("FeatureA")).

6.Click Save.

7.Save the saved search. The application displays the list of business objects with saved searches. Notice that there is a function symbol in the Hidden column, to denote that the saved search has a hidden expression associated with it.