How can I save and reuse a More search query?

When using the More section of search, you can set up and save a private search query and use it later if you have Reader access to the application and the option Create Personal Agents is enabled for you in the ACL. This is useful if you want to perform the same search again later.

About this task

Searches from the search field in the toolbar are saved locally by default (click Recent Searches in the drop-down list). To save shared More searches that all users can access, you need to have Designer access to the application.

To save a More search query, complete the following steps:


  1. Open the application.
  2. Click the search drop-down arrow and then click More Searches > Search This View (Notes Basic client users: Click View > Search This View).
  3. Click More.
  4. Create a search using text, operators, conditions, or options.
  5. Click Save search.
  6. Name the search you want to save in the field provided.
  7. Optional: Select Share this search with other users if the application is on a server and you want others to be able to use the search. This requires Designer access to the application.
  8. Click OK.

To use or delete a saved search

About this task

Click Load search and then do the following actions.

  • From the menu of previously saved searches, select a search query then click Search. Shared searches are marked as such in the menu.
  • Choose Delete Saved Search. Select the search query you want to remove from the list displayed in the Delete Saved Search dialog box, then click Delete.
Note: You can delete searches you have saved in an application, as well as any shared searches, if you have at least Designer access to the application.