Saved Searches[edit]

Saved Searches

You can use the advanced search option to search for existing entities. You can save these searches and pin them as favorites for easier access.

To save your Search:

1. Click the Search . tile at the top right of My Dashboard. This opens the Search page.
2. In the Please select Entities to search field, enter or select appropriate entities from the list and type the keywords to search in the Enter Search here field.

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3. Select from these options:

• Metadata: the search is performed in the metadata of the selected Agreement.
• Full Text: the search is performed within the contents of the document of the selected Agreement.

4. Click Search icon, the results matching your keywords are displayed.
5. To narrow down your search, under Search For, click the Select Field and select an option from the list provided. The number in the bracket indicates the number of items available containing that search term. You can select multiple options. For example, selecting the field Status, displays the count of agreements that have status as Draft, Approved, Terminated, Superseded and so on. If you select the status as Draft (select the check box next to 'Draft'), all agreements in the Draft status are displayed.
6. A list of these agreements is displayed as a search result in the tabular format. Enhancing your search using wild cards as follows:

Field	Action
*...*	Type a search term in between the star characters. It shows existing items which include the respective search term
*...	Prefix * to a search term. It shows existing items which end with this term
...*	Suffix * to a search term. It shows existing items which start with this term
"..."	Type a search term in double quotes. It shows existing items which include the search term
...(space)...	Type multiple search terms with a space in between. It shows existing items which include the search terms

7. Click the Save icon  to save your search. This opens the Save Search dialog box.
8. Type a name for the search.
9. Select Yes for Global Search to make this search available to everyone. Select No to save this locally just for you. Note that only the Administrator can save global searches.
10. Click Save to save your search. The saved search appears as favorite on the Home page.

 

Converting search result into a KPI

You can convert any of your saved search into a KPI tile so that you can access it directly from My Dashboard. For that after clicking the Save icon in step 7 above, fill in the following fields to create KPI:

• Global Search - select if you want it as global or local search.
• Dashboard Tile – select Yes, to create this saved search as KPI.
• Dashboard Tile Name – enter the display name for the KPI.
• 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.

Click Save, you can now see the KPI created by you in the list on the Dashboard after clicking on Edit. You can drag and drop your KPI from the list to the Dashboard.

Note: If the KPI created is a global search then, the admin needs to create a security group to give the permission to the user to see that KPI in the list.

To know how to add the saved search as a KPI  tile from My Dashboard.

To learn how to create a Smart Link, clickCreate Smart Links

Related Topics:
Create Smart Link for Agreement
Create Smart Link for Association