To modify a search, you check it out of the object store (using Search Designer, not Workplace XT). After making revisions, you check it back into the object store. This creates a new version of the search. Alternatively, you can open a copy, modify it, and add it as a new search.
When you modify a search and check it back into the object store, you create a new major version. The previous version also remains in the object store. Generally, only the latest version of a search is available. If you want to modify a copy of an older version to save as a new search, use the Version Toggle List button to get the older version. See Modify an earlier version.
Note that searches are saved only as major (released) versions. Other document types are usually saved as minor versions until promoted to major versions.
NOTE If you change object stores, object types, or any of its subclasses in a search you've checked out, all search criteria need to be cleared since the previous search criteria might no longer be valid. This means you will actually be creating a new search. Answer the message to confirm that you want this to happen.
To check in a search
Use Check In to put the search back in the object store as a new version.
To cancel a checkout
You return the search to the object store without modifying it. This keeps the search at the same version. To cancel a checkout using an Alt key sequence, press Alt+F. When the File menu displays, release both keys, and then press "h." If you don't release both keys, the Help menu displays instead.
To save your current changes
You might want to do this to capture current changes and keep working on the search. You must check the search in to test it. When you check it back into the object store, these saved changes will be applied to the new version of the search. If you cancel the checkout, saved changes are discarded.
By default, only the person who checks out a search (plus the administrator) can check it back in. When an administrator needs to check in or cancel your checkout, he or she must assume your checkout. You might even need to do this yourself. For example, if you close Search Designer without selecting File > Exit and you have a search checked out, that search will be "stranded" in a checked-out state in the object store. Since it was never checked in, anyone who tries to check it out will see that the Check Out option is unavailable (in the Open/Check out dialog box).
To assume a checked out search, use the Copy option. As long as you checked it out originally or you are an administrator, you can assume the checkout and then check it in or cancel the checkout. The person assuming the checkout will see the following message: "You have sufficient permissions to assume the checkout. Do you want to assume the checkout?"
Answer Yes to modify the search and check it in or cancel the checkout. Answer No to get a copy of the search. If your checked-out search is assumed by someone else who checks it in or cancels the checkout, you will get an error message if you also attempt to check it in or cancel the checkout.
Use this procedure to get a copy of an earlier version of a search to use as a starting point for a new stored search or search template.