Save a Search
After you create and use a search on a lookup, you can save the search for use at another time.
Use the
Organize button on a Lookup to save, delete, or rename a search. The types of searches that you can save depend upon your role's security settings, as defined in
.
Prerequisite: You must run a search before you save it.
To save a search after you run it, complete the following steps:
- Click to display the lookup.
- Click the Organize button.
- In the Folder Name field, enter a new folder name, or select an existing one from the drop-down list.
- In the Save Name field, enter a new search name, or select an existing one from the drop-down list.
- Click Save.