Working with saved searches

A saved search is not a browser bookmark. It is a stored object holding a query, its columns, its sort order and its page size, and other people can use it.

The Capable Search window scoped to Global, with a rail listing Global searches named Invalid, Important, Filtering Test, Policies, Overdue, Team Alpha, New Pages and Old Pages, each with a result cou
Each saved search sits in the rail with the number of pages it currently matches, and opens in the table when selected.

That is what makes the search macros work: they point at a saved search rather than carrying their own copy.


#What a saved search stores

  • The query, whether built from chips or written as CQL.

  • Which columns are visible, and in what order.

  • The sort column and direction.

  • The page size.


#Saving and copying

Action

What it does

Save search

Writes the current filters, columns, sort and page size back onto the saved search you have open

Save as

Creates a copy in the current section's scope, leaving the original alone

Filter searches

Filters the list of saved searches by name and description


#A few things worth knowing

  • Built-in searches ship with the app and are a good starting point to copy from.

  • Deleting a saved search breaks any macro pointing at it.

  • Scope matters: where a saved search lives decides who can see it.



An object, not a bookmark.