Saving a Favorite Search

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To save a favorite search, begin by selecting a search from the All Searches tab or by navigating to a search from an existing search link on any StaffUI presentation type. For help with how to use a favorite search see the help topic Using a Favorite Search.

 

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To save a search as a favorite search, select the PI_NewFavoriteSearch button. To generate a shareable bookmark select the PI_ShareableBookmark button. See the help topic Shareable Bookmark for more information.

 

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Enter a mandatory name for the favorite search that must be unique and not exceed 60 characters. Select "Search Immediately" if you would like the search to automatically execute every time the favorite search is opened.  When creation of the favorite search details is complete, select the PI_SaveFavoritesManager button to close the dialog.  

 

NOTE: If a name is chosen that already exists as a Favorite Search, the existing Favorite Search is overwritten without warning.

 

w_SearchPanel_NewFavoriteSearch

 

When saved, the PI_NewFavoriteSearch button icon should change to PI_UpdateFavoriteSearch indicating that the search has been saved as a favorite. Select the PI_BackToFavoriteSearchesPanel or PI_BackToAllSearchesPanel button to return to the main Quick Search Panel.

 

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The favorite search will be automatically added to your Favorites list.

 

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Editing an Existing Favorite Search

Open an existing favorite search and make changes to the search criteria.

 

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Select the PI_UpdateFavoriteSearch button to bring up the favorite search dialog.

 

 

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Edit the favorite search name and select the Search Immediately check box. Then select the PI_SaveFavoritesManager button to close the dialog and save all the changes.

 

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