About saved searches

You can save any advanced search by clicking Save As on the Advanced Search page. Saved searches are available only for plans, programs, projects, and marketing objects.

There are two types of saved searches: unpublished and published. Unpublished saved searches are available only to the user who saved it. Published saved searches are available to all users. Only an HCL® administrator can publish saved searches.

Accessing saved searches

After you save a search, you can access the search and rerun it with the same criteria, or delete it. You can access saved searches in two ways:

On the Action icon's menu on the object's list page
On the list page itself, when you view all objects of that type by selecting All [item] in the Action menu

For example, saved searches for projects are available on the Projects List page when viewing all projects and requests. If your system contains any published saved searches, they are listed along with your unpublished saved searches.

Setting the sort order in saved searches

When you save a search, the sort column and sort order that exist on the page from which you are searching becomes the default sort order in the saved search.

Note: If you create a saved search from another saved search that has optional columns, the optional columns are not included. Thus, if the sort column in the original search was an optional column, in the second saved search the sort column reverts to the default, as the sort column does not exist in the new saved search.

You can change the sort column and sort order of an unpublished search by changing the sort column and sort order of the list page, accessing the saved search, and clicking Save, which updates the search. This option applies only to unpublished searches. To change the sort column, sort order, or both for a published search, an HCL administrator must first unpublish the search, change the sort as described above, and then republish the search.