Save Search

About Save Search

Save Search provides a way to reuse search criteria without having to enter it every time.  A saved search can also be used to save general search criteria that can be altered slightly with each use.  You can save both Simple and Standard Searches.

When Performing Save Search

  • Save search has the same options as the search form where they are created.
  • Results from a saved search are identical to a search run from one of the Advanced Search tabs.
  • The name of the saved search is limited to 30 characters or less.

Accessing Save Search

Within CES, there is one method of accessing a Saved Search:

 
If You Are Using the... Then...
Favorites
  1. From the Favorites pane, expand My Searches to display your list of saved searches.

  2. Select the saved search you wish to use.

How To Save a Search

For the following scenario, the Standard Search window is used to create the search criteria. 
  1. Once you have properly defined your search, you can save your search criteria for future retrieval.  To save your search criteria, click Save Search button in the Advanced Access window.  The Save of Search Criteria window appears.

     

  2. Name your search and click the OK button to complete the save.  The name you enter must be 30 characters or less.  Your search is saved to the database and a link is added to the Favorites section.

How To Execute a Saved Search

For the following scenario, the search saved above will be used. 
  1. In Favorites, expand My Searches and right-click the search you want to execute.

  2. You have three ways to execute the search:

    1. Choose Execute Search to display the results of the search,

      Choose Open Search to display the search criteria, edit, if necessary, and click Search, or

      Choose Properties to display the properties of the search and click Execute Search button in the toolbar.

  3. The search results window is displayed.

The Save of Search Criteria Window

This table describes the fields displayed in the Save of Search Criteria window.

Fields Description
Name Name of the search criteria you are saving.


This table describes the buttons displayed in the Save of Search Criteria window:

Button Description
Saves the search criteria to the database and adds a link in Favorites.
Cancels the save of the current search criteria.

The Save Search Contextual Menu

This table describes the options displayed in the contextual menu.

Fields Description
Properties Displays the properties of the saved search.
Open Search Opens the saved search for editing and execution.
Execute Search Executes the search and displays the results.
Delete Removes the selected search from the database and Favorites.