Published Searches-Create, Modify, or Delete

Published Searches are security-based standard searches designed to support daily processing activities in DataServ. The Published Searches available to you are determined by your assigned security groups.

Users in the PublishSearchAdmin security group can create and manage Published Searches, as well as control which security groups have access to specific searches.

To view your Published Searches, click the down arrow in the Select a Search field on the Search Screen.

You can also access your Published searches from the Dashboard.

Create a Published Search

First create your search selecting filters to create the results you are looking for.

Next select the 'Save Search' button. 

Name your search.

Select 'Published Search' as the Save To

Select the group you wish to publish it to.

Click "Save" to save the search.

You can now find your published search in the drop down.

You can create a Tile on your Dashboard for you search by selecting 'Create a Tile' 

For assistance on creating tiles click here.

Modify a Published Search: 

You can modify Published Searches allowing you to change the columns in the search results or re-order columns in the search.

Note: Updating a published search updates the view for all users that have access to 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 a Published Search: 

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