Modify, Create, or Delete Saved & Published Searches

Saved Searches: Predefined searches created to facilitate your daily processing in DataServ.  Saved Searches are created on an individual user level and only available to the user that created the search. 

Click the down-arrow on the “Saved Search” field to see your Saved Searches.

Published Searches: Created to facilitate your daily processing in DataServ. The published searches that are available to you are based on your security groups. The "PublishSearchAdmin" security group can create and modify Published Searches and determine which security groups will have access to which Published Searches.  

Click the down-arrow on the “Saved Search” field to see your Published Searches.

Modify a Saved Search: 

To modify the columns of a Saved Search:

Click the Save Search button

The Save or Modify Search window will enable you to change the columns in the search results or re-order columns in the search 

You can change the columns by dragging and dropping the columns between "Columns to Select" and "Displayed Columns".

• Add Columns - To add a column to the search results, select a field from the "Columns to Select", then drag and drop the field to the "Displayed Columns" section to the location where you want the column placed.
• Remove Columns - To remove a column from the search results, select the column from the "Displayed Columns" section, then drag and drop the column on the "Columns to Select" section.
• Re-order Columns - You can re-order columns in the search results by dragging and dropping the columns within the "Displayed Columns" section.  Drag and drop the column to the new location.
• Expand column width- You can increase or decrease the column width by moving the double arrows on the header row.

Click "Save" to save the search.

Delete Saved Search: 

You can delete a Saved Search by clicking the Trash Can next to the name of the Saved Search. 

Create Published Searched: 

To create a Published Search, enter the search criteria for a new search.  See Refined Search and Advanced Search for more information on search criteria.  Alternatively, you can select an existing Saved Search or Published Search and use that criteria as the basis for a new search.

Click the "Save Search" button.

The "Save or Modify Search" window will be displayed.

Enter the name that you want to assign to the Published Search and from the drop down select "Published Searches".

Select the Publish Group that should have access to the Published Search.  Note that the Publish Groups are directly related to the Access Roles.  When you select a different Publish Group, the Access Role will change.  The Published Groups and Access Roles are defined as part of your configuration.

Next, determine which columns you want to be part of the Search Results when you run your search.

 You can change the columns by dragging and dropping the columns between "Columns to Select" and "Displayed Columns".

• Add Columns - To add a column to the search results, select a field from the "Columns to Select", then drag and drop the field to the "Displayed Columns" section to the location where you want the column placed.
• Remove Columns - To remove a column from the search results, select the column from the "Displayed Columns" section, then drag and drop the column on the "Columns to Select" section.
• Re-order Columns - You can re-order columns in the search results by dragging and dropping the columns within the "Displayed Columns" section.  Drag and drop the column to the new location.

Click "Save" to save the Published Search.