Overview of stored searches and search templates

A stored search is a completed search you execute without entering or modifying search conditions. A search template is a partially completed search that you can open, modify as needed, and run to retrieve documents that match your criteria. You enter required and optional values, but you cannot modify operators or properties in a search template. Both types of searches save you time, because you don't have to redefine search criteria.

Your web administrator creates stored searches and search templates for you. You access and execute those searches from the Simple Search menu, in a CS library or from a bookmark. If you are accessing a stored search and search template from the list view, they must reside in a folder in a CS library. If they are not stored in a folder, you cannot access the stored search or search template.

A represents a stored search and represents a search template in the list view.

Stored searches and search templates can search for items stored in both CS and IS libraries. For example, a stored search in a CS library can search for items stored in an IS library.

You can copy and move stored searches and search templates in folders on a CS library. If you have the proper access rights, you can also modify access rights to stored searches and search templates, delete the searches and view or modify the search properties in a CS library.

For IS documents, your administrator can create property searches with or without a key condition. For CS documents, your administrator can create property searches and content searches.

Note

If you are searching for Report Manager documents, ask your web administrator to create a stored search that specifies search criteria specific to Report Manager properties.


See also

Bookmark a search

Email the URL of a search

Get the URL of a search