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PathcoreFlow User Manual

Saved Searches

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Search queries can be saved and recalled at the click of a button. Saving may be used for frequently used queries, for complex queries or for sharing a query with team members.

A saved search query is not the same as saving the results of a search. When a saved query is executed, the results may vary depending on available data. To save the results of a search, export search results after the search has been executed.

To save a search query

  1. Click on the Search Search button from the Navigation Menu

  2. Perform a search query. See Basic Queries for more details

  3. Click on the Save This Search button

  4. Type a name for the search conditions in the Name field

  5. (Optional) Enable the Share With Team toggle to share this search with other users

  6. Click on the Save button

To execute a previously saved search query

  1. Click on the Search Search button from the Navigation Menu

  2. Click on the Saved Searches tab at the top of the page

  3. Click on the search query you would like to execute

Sharing Saved Searches

Saved searches can be shared with other users on the team. Once a saved search is shared, it will be visible to all other users on the team but other users cannot modify the saved search. Saved searches cannot be selectively shared.

To share a saved search with your team

  1. Click on the Search Search button from the Navigation Menu

  2. Click on the Saved Searches tab at the top of the page

  3. Choose Edit from the More menu to the right of a saved search query in the list

  4. Enable the Share With Team toggle

  5. Click on the Save button

Modifying Saved Searches

Saved search queries cannot be directly modified but there is a simple workaround that involves executing a saved search, modifying the query, re-saving it as a new search and deleting the original query.

To rename a saved search query

  1. Click on the Search Search button from the Navigation Menu

  2. Click on the Saved Searches tab at the top of the page

  3. Choose Edit from the More menu to the right of a saved search query in the list

  4. Provide a new name

  5. (Optional) adjust the Share with Team toggle

  6. Click on the Save button

To delete a saved search query

  1. Click on the Search Search button from the Navigation Menu

  2. Click on the Saved Searches tab at the top of the page

  3. Choose Delete from the More menu to the right of a saved search query in the list

  4. Click on the Yes button to confirm deletion