Saved Searches[edit]


= Saved Searches =

You can use the [[Using_Advanced_Search|advanced search]] option to search for existing entities. You can save these&nbsp;searches and pin them as favorites for easier access.

To save your Search:

#Click the Search&nbsp;[[File:Saving your Search1.png|Saving your Search1.png]]. tile at the top right of [[My_Dashboard|My Dashboard]]. This opens [[Using_Advanced_Search|Advanced Search]]. 
#In the '''Please select Entities to search''' field, enter or select appropriate entities from the list&nbsp;and type the keywords to search in the&nbsp;'''Enter Search here''' field. 
<div class="image-green-border">[[File:Save search1.png|RTENOTITLE]]</div> <ol start="3">
<li>Select from these options:</li>
</ol>
<ul style="margin-left: 40px;">
<li>'''Metadata''': the search is performed in the metadata of the selected Agreement.</li>
<li>'''Full Text''': the search is performed within the contents of the document of the selected Agreement.</li>
</ul>
<ol start="4">
<li>Click Search [[File:Smart link2.jpeg|RTENOTITLE]] icon, the results matching your keywords are displayed.</li>
<li>To narrow down your search, under '''Search For''', click the&nbsp;'''Select Field''' and select an option from the list provided. The number in the bracket indicates the number of items available containing that&nbsp;search term. You can select multiple options.&nbsp;For example, selecting the field '''Status''', displays the count of agreements that have '''status''' as '''Draft''', '''Approved''', '''Terminated''', '''Superseded''' and so on.&nbsp;If you select the status as '''Draft''' (select the check box next to 'Draft'), all agreements in the Draft status are displayed.</li>
<li>A list of these agreements is displayed as a search result in the tabular format. Enhance&nbsp;your search&nbsp;using wild cards as follows: <ul style="margin-left: 40px;">
<li>*...*:&nbsp;Type a search term in between the star characters.&nbsp;It shows existing items which include the respective search term</li>
<li>*...:&nbsp;Prefix * to a search term.&nbsp;It shows existing items which end with this term</li>
<li>...*:&nbsp;Suffix * to a search term.&nbsp;It shows existing items which start with this term</li>
<li>"...":&nbsp;Type a search term in double quotes.&nbsp;It shows existing items which include the search term</li>
<li>...(space)...:&nbsp;Type multiple search terms with a space in between.&nbsp;It shows existing items which include the search terms</li>
</ul> </li>
</ol>

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=== '''Saving the Search''' ===

If you have the search criteria defined and have fine-tuned the results you are seeing, sabve the search:

#Click the the '''Save&nbsp;'''&nbsp;[[File:Smart link5.jpeg|RTENOTITLE]]&nbsp; icon. This opens the&nbsp;'''Save Search''' dialog box. Set the parameters for this saved search.&nbsp; 
#Type a name for the search. Use a name that you can easily associate with this search. 
#Click '''Yes'''&nbsp;to make it a global&nbsp;search, if you would like to all users of the selected Security Groups and Organization Units to see it. Select '''No''' to save this search locally that is only seen by the person saving it and not by anyone else. 
<div class="note-box">Note: only the Administrator can save global&nbsp;searches.</div> <ol start="4">
<li>Specify the Advanced Parameters as follows: <ul style="list-style-type: disc;">
<li>Smart Link: set it as a smart link to view all documents relevant to this search. Smart links appear as an icon in the [[Agreement_Details_Page]].&nbsp;</li>
<li>Dashboard Tile: select '''Yes'''&nbsp;if you would like to use this saved search as Dashboard Tile. Dashboard Tiles appear on [[My_Dashboard]].</li>
</ul> </li>
</ol>
<div class="note-box">'''Note:'''&nbsp;a Search defined as a Smart link cannot be set as a Dashboard tile.&nbsp;</div> <ul style="margin-left: 40px; list-style-type: disc;">
<li>Smart Link: set it as a smart link to view all documents relevant to this search. Smart links appear as an icon in the [[Agreement_Details_Page]].&nbsp;</li>
<li>Dashboard Tile: select '''Yes'''&nbsp;if you would like to use this saved search as Dashboard Tile. Dashboard Tiles appear on [[My_Dashboard]]. &nbsp;Dashboard Tiles show entities in various stages with a numeric value. This value is calculated as a combination of ''column aggregate'' and the ''calculation method'' you choose. Give the Tile a name and specify the&nbsp;parameters for the numeric value.&nbsp;As the options suggest: <ul style="margin-left: 40px; list-style-type: circle;">
<li>sum shows the total contract value of all agreements found in the search</li>
<li>average presents the average contract value of all selected agreements</li>
<li>count displays the total number of agreements found in the search</li>
</ul> </li>
</ul>

Watch the Introduction to &nbsp;My Dashboard video for details on Dashboard Tiles.&nbsp;

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*Column Aggregate: as per the type of saved search, the field will get populated with the options, select the required one. 
*Calculation Method: select the option from '''Sum, Average''' and '''Count''', by default, Count will be selected. 

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Click Save, you can now see the Dashboard Tile'''&nbsp;'''created by you in the list of Saved Searches that are set as Dashboard Tiles on the Dashboard&nbsp;after clicking on '''Edit'''. You can drag and drop your '''KPI''' from the list to the Dashboard.
<div class="note-box">'''Note:''' If it is a global search, the admin needs to create a security group to give the the user access to&nbsp;see that Saved Search in the list and add it as a Dashboard Tile.</div> 
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<ol start="7">
<li>Click the '''Save''' icon&nbsp;[[File:Smart link5.jpeg|RTENOTITLE]] to save your search. This opens the&nbsp;'''Save Search''' dialog box.</li>
<li>&nbsp;</li>
<li> </li>


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'''Related Topics:'''&nbsp;[[Using_Advanced_Search|Advanced Search]] &nbsp;| &nbsp;[[My_Dashboard|My_Dashboard]]&nbsp; | [[Create_Smart_Links|Create Smart Links]]

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