Saved Search allows key users to pre-define search queries and pre-deliver to end-users. It is available for the various dataset tables listed here – Accounts, Opportunities, Leads, Quotes, Products.
Types of Saved Search
System Defined Saved Search – This is defined in schema for various tables. They cannot be updated or deleted.
Key User Defined Saved Search – This is created by Key User ( User with the necessary permissions ). Key User may perform CRUD on it.
A Key User has to have either of the permission granted ( ADMINPERMISSION or ALLPERMISSION ). When Key User opens the Table Settings Dialog, he will see a new Tab ( ‘Saved Search’ ). This view allow key user to manage Saved Search for the table that he open the Table Settings Dialog from.
Creating and Updating Saved Search
After configuring the queries, for examples, the sorters, the filters, and column arrangements, click on ‘Save As’, and a new Saved Search with the configured configurations will be created.
If key user wants to update the configuration of the current Saved Search, simply re-configure and press on the ‘Save’ button. The current Saved Search will be updated.
In each Exception, key user can update the visibility of the Saved Searches of the current table. After that, key user can assign roles to this Exception. The respective Saved Searches will be available/hidden to the End user with the assigned roles.
Roles can be assigned or deleted here.
End Users will be able to view all the Saved Searches visible to their Roles. Selecting any of the Saved Search will automatically apply the search queries.