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.

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.

See also

Status Flags

You can also create a New search from here as well as from teh People > Search Builder menu.

https://i.tpsdb.com/SearchBuilderFilters.jpg

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).

https://i.tpsdb.com/SearchBuilderEdit.jpg

See also

Status Flags

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.