Save Search Criteria

To save a Search, you must create the search and generate the results.

To save a Search

1	Create and run the search.

2	On the Search Results page, click Save Search.

A dialog box opens.

3	Type a Search Name.

4	Click Save.

To run a saved search

You can use a search that you, or someone else in your organization, have saved.

1	Click the Active Documents tab.

2	On the Dashboard page, click the Saved Search tab.

3	On the My Saved Searches page, you can do the following.

To immediately run a search, click the Search Name link.

To change the parameters of a search, click the Edit icon. Make your changes and then, on the Search Results page, click Save Search and save the search. If the search has already been scheduled, you must specify a new Search Name to save the search.

To delete a saved search, click the Delete icon.

Important: You cannot delete a saved search until you have deleted it from the Scheduled Reports listing. See “View Scheduled Reports."

16.2 release. Updated October 23, 2016 Trading Grid Online User Guide PDF

Copyright © 2016 Open Text. All rights reserved. Trademarks owned by Open Text.