Copying an existing search allows you to take advantage of existing settings and modify as required.
- Under the Searches tab, select the search.
- Click the copy icon. The search is created with "Copy" appended to its name.
- Enter a new name and change the category, if required, by selecting a new category from the drop don list.
- Select whether this is a private or shared search. See Working with private and shared searches.
- Click Copy.
The new search is now available to edit as required.
Creating a search based on an existing search allows you to add granularity by adjusting the filters, category, and columns to suit your specific needs.
To create a new search based on an existing custom or built in search
- Under the Searches tab, select the search.
- Click the pencil icon to modify the search.
- Remove, add, edit search criteria as required. Search terms are highlighted in the preview (and search results and event details) to allows you to quickly scan for matches. See Filtering Searchesand Appendix A: Available search columns and filters for details.
- If required, click Edit Columns to rearrange, add, and remove columns. See Customizing the search display.
- Select Save As.
- Edit the search name and select the category.
- Select whether this is a private or shared search. Working with private and shared searches.
- Click Save.
- If required, click Alert, select the required notification template (or create a new one) to notify the required individuals , click Save. See Working with alerts and notification templates
You can quickly create a new search or refine an existing search based on values within the event details pane. This allows you to delve deeper into the details found from existing searches.
To create a search based on an event detail
- Select the Searches tab.
- Locate the required search in the list of categories.
- To run the search, simply click it or highlight it and click the run (arrow) icon.
- Select the required value, click the More options icon (...), and select New Search on this value.
- You can select to run the search, save it, or further filter it as required.
To filter a search based on an event detail
- Select the Searches tab.
- Locate the required search in the list of categories.
- To run the search, simply click it or highlight it and click the run (arrow) icon.
- Select the required value, click the More options icon (...), and select Add filter on this value. See Filtering Searchesand Appendix A: Available search columns and filters for details.
- You can select to run the search, save it, or further filter it as required.