Save a Search

After you conduct an Advanced or a SQL WHERE Clause search, you can save the search criteria for use in another session.

You can store a saved search in one of two folders:

  • Global Searches — These searches are accessible by all users who share your access rights.

  • Personal Searches — These are searches that you created and saved for your own personal use. They are not shared with others.

To save a search, complete the following steps:

  1. Conduct an Advanced or a SQL WHERE Clause resource search.
  2. Click the Organize button to display the Select Folder dialog box.
  3. On the Select Folder dialog box, select a folder in which to store the search for use in future Vision sessions: Global Searches or Personal Searches.
  4. In the Save Name field, enter a name for the search.
  5. Click the Save button on the Select Folder dialog box to save the new search.

    The new search is now available via the Searches field.