Work with Saved Searches

Users have the option of saving searches from the search list (located in the Case Folders pane) or from the Advanced Search dialog box. Additionally, users can create custom folders to store these saved searches for improved organization. Below are instructions on how to:

• save from the search list

• save from the Advanced Search dialog box

• create new folders

Save Searches from the Search List

Save Searches from the Advanced Search Dialog Box

The following procedure applies to searches defined in the Advanced Search dialog box, including advanced, history, or transcript history searches:

1. On the main search bar, click Advanced.

NOTE: If a previously defined search appears in the Advanced Search tab, click the Clear button at the bottom of the dialog box; do not manually change the search definition.

2. Create a search expression. See Use Advanced Search or Execute a Search from the History List for instructions on how to create a search expression.  

3. When the search is defined as desired, click Save.

   

4. In the Save Search dialog box:

   1. Enter a name for your search. Note: Names are case-sensitive and must be unique. Public and private searches can be given the same name, however.

   2. To limit the search for your personal use, select the Make this a pri­vate search option.

      NOTE: Private tag and/or private folder searches must be saved as private searches.

   3. Click OK. The search will be saved at the “root” of the Saved Public or Private Searches list, or the Saved Public or Private Transcript Searches list if saving a transcript search.

5. To continue work in the Eclipse SE Desktop work area, close out of the Advanced Search dialog box.

6. To move a saved search into a custom folder:

   1. Locate the saved search in the Case Folders pane, under the Saved Public or Private Searches folder (depending on where you saved it).

   2. Right-click on the saved search, then select Modify Parent Folder. Public searches can be moved to public folders; private searches can be moved to private folders. (See Create Folders for instructions on how to create custom folders where you can store your saved searches.)

      

   3. Select the needed folder and click OK.

7. If you saved a search for public use, communicate with your team members that the search is available.

8. To run a saved search, see Run a Saved Search.

Create Folders

To run a saved search:

1. To run a saved search from the Advanced Search dialog box, complete step 2. To run a saved search from the Case Folders pane, skip to step 3.

2. Advanced Search:

   1. On the search bar, click Advanced.

   2. In the Load Saved Searches list, select the needed search.

      

   3. Optional: Revise the search as explained in Change an Advanced Search.

   4. Click Search and skip to step 4.

3. Case Folders pane: Locate and double-click the search in the Searches > Saved Public or Private Searches list, or the Saved Public or Private Transcript Searches list. The search will be executed.

   

4. View the resulting Search Results pane.

Users can delete any searches (public and private) or folders they have created. Super and Case Administrators can delete any saved public searches or folders.

NOTE: Deleting a folder that contains searches will delete both the folder and the searches at the same time.

To delete a saved search or a folder:

1. In the Case Folders pane, under Searches > Saved Public or Private Searches, complete either or both of the following steps as needed.

2. To delete a folder, right-click a search folder and select Delete Folder. Empty folders are deleted immediately; if searches reside in the folder being deleted, you have the opportunity to keep or delete the searches in the folder.

   

3. To delete an individual search, right-click the search and select Delete Search. The search will be deleted immediately.