Saved Searches ============== For basic Search Builder instructions, including how to create a new search and save it, you will want to review the main Search Builder article. .. seealso:: :doc:`QueryBuilder_Main` Open and Run a Saved Search --------------------------- Your Saved Searches All searches that you create, will display on your Home Page under `My Searches`. Click the name of the search to open and run it. Public Saved Searches In the menu bar under `People > Search Builder`, click `Saved`. From the Saved Searches page, find the search you want and click on the title to open in. Click on **Search Name** header to sort searches alphabetically. You can also use the **Search Name / Owner** box to look for a search by name, partial name or Owner's *user name*. Run the Search Once you've opened a search, if you have `Auto Refresh` selected, the search will run automatically. If not, just click the `Run` button. If you check Auto Refresh and leave it selected, that setting will be retained for the next time you run a search. Other Options on Saved Searches ------------------------------- Filter ~~~~~~ To limit the searches in the list, check any (or a combination) of the following boxes and then press the blue `Filter` button: My Searches This will display just the searches you own, not anyone else's public searches. Public This will show you all searches that are public, regardless of the owner. Drafts This will display your last five drafts that were not saved. If you are an Admin, you will also see the last five drafts of all users. .. note:: All new searches begin as a draft. Your five most recent drafts will be saved automatically. The system will save the current search as a draft for you, so you don't have to explicitly save it. Once you save a search and name it, it becomes a saved search. Status Flags (Run Order) This will display only Status Flags that are public unless you are the Owner or an Admin. You will see a **Run Order** column which will indicate the run order assigned to select status flags. If two status flag searches have the same number, they will run in alphabetical order by search name. Run order is important when one status flag is contingent on the results of another flag. .. seealso:: :doc:`../People/StatusFlags` You can also create a **New** search from here as well as from teh `People > Search Builder` menu. .. figure:: https://i.tpsdb.com/SearchBuilderFilters.jpg :target: # | Sort ~~~~ You can select any of the following column `headers` to sort by that column: Search Name, Owner, Public, Status Flag, Last Run, and Count. Actions ~~~~~~~ **Edit** Select the `Pencil` icon to change the name of your search, owner, and visibility (Public or not). Here you will designate the search as a Status Flag by checking the box. Additional options include adding a **Run Order**, **Limit to Role**, **Display as a Badge** (and color options), **Picture Border**, **Store History** and assigned **Points** (for Engagement Score). .. figure:: https://i.tpsdb.com/SearchBuilderEdit.jpg :target: # | .. seealso:: :doc:`/People/StatusFlags` **Copy** Select the `Copy` icon to create a new search draft comprised of the same conditions as the corresponding search. **Delete** Click the `Trash Can` icon to delete your saved search. .. important:: Only the owner of the saved search or the System Admin can edit or delete a saved search. .. seealso:: :doc:`QueryBuilder_Main` Auto Remove Archive Flag Saved Search ------------------------------------- Every database will have a Saved Search called `Auto Remove Archive Flag` with `Admin` as the Owner. This search will run each morning and will remove the Archived flag from anyone's record if they match this search criteria. Be sure to review this existing search and its Search Conditions; modify it to suit your church's needs. .. important:: After editing the search, the `Admin` must still be the Owner. To enable this Saved Search, toggle the `AutoRemoveArchiveFlag` setting by navigating to `Administration > Setup > Settings > System > Administration.` .. seealso:: :doc:`../Administration/Setting_Index` | | +--------------------+------------------+ | **Latest Update** | **08/29/2022** | +--------------------+------------------+ Updated Filter descriptions, added Run Order.