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 Configuration > Security > Roles.

Prerequisite: You must run a search before you save it.

To save a search after you run it, complete the following steps:

1. Click to display the lookup.
2. Click the Organize button.
3. In the Folder Name field, enter a new folder name, or select an existing one from the drop-down list.
4. In the Save Name field, enter a new search name, or select an existing one from the drop-down list.
5. Click Save.