beside the Search field or Searches
field (or in any form where the search functionality is available).Use the Organize Options dialog box to save commonly used parameters
with an identifiable parameter set name. All saved searches display when
you click beside the Search field or Searches
field (or in any form where the search functionality is available).
For more information, see Search Overview.
This dialog box contains the following fields and buttons:
Select a folder where you save the parameter set. It has the following options, depending on the search type that you access:
Global Searches/Options — Only certain users have rights to save, edit, and delete parameter sets. All users, however, can view and use those parameter sets.
Personal Searches/Options — This is the default value of the Folder Name field. All users can save, edit, and delete parameter sets in their Personal Searches folder.
For more information, see Saved Searches and Options Security.
You can only view, save, delete, and retrieve parameter sets that you have worked on. In addition, you can also create another folder, which you can create by right-clicking any existing folder and selecting New Folder.
Enter a name for your search. Clicking Save displays your saved search under the Personal Searches/Options folder in both the Folder Name drop-down list and Searches drop-down list. In addition, the newly saved search displays in the Searches field.
You can either rename or delete a saved search. If the save name already exists, a message displays asking you whether to overwrite it.
In addition, certain search types have the following saved names or group filter selections, which display above the Global Searches/Options and Personal Searches/Options folders when you click the folder icon beside the Searches field:
My Assignments — This contains all of the workflows to which you are assigned for all projects. The result set does not include workflows that have not yet started, nor does it include assignments with Edit Only Access selected. For more information, see Next Step Assignee Can Edit Current Step.
My Workflows — This contains all of the workflows to which you are assigned as the originator, any user defined fields on the workflow, Control Account Manager, any user defined fields on the Control Account, or any user mapping on the Control Account.
All Workflows —This contains all workflows.
Instead of 
, these group
filter selections use 
.
This check box only displays when you access the Organize Options dialog box from the Report Options dialog box. Select this check box to reset the existing default report options settings. Selecting it applies all default settings to the report.
This option is applicable to the following reports:
Personal reports
Global reports, when you have access to Access Control, you are the owner or the report, or one record in the ACL is not read-only where you are listed or a member of the group.
Create a folder of a saved search
Rename a folder of a saved search