Saving a Search
You can save the search criteria entered in the Quick Find bar or in the Find dialog box so that you can perform the same search again.
The criteria are saved but the results of the search are not. Searches are saved per user account, so your saved searches are accessible only to you. A saved search can only be opened in the Find dialog.
A search folder is similar to a saved search. Each search folder is associated with a saved search. Search folders are listed in the navigation pane under My Searches. When a search folder is selected, the saved search associated with it is automatically performed and the results are displayed in the main view.
Distributed Search
In addition to the saved searches created by you, listed under My Searches in the navigation pane, there are distributed searches that are saved by the administrator tailored to your project. This is the initial search criteria set when you access the system.
As an administrator, you can create a search criterion and save it as a distributed search for use. The administrator can then deploy the configured settings to the Vault Client, allowing users to use it for their regular activities.
As a user, you can use the default search criteria created by the administrator, or copy to modify it as per your requirement.
Save Search
Search folders can be created from existing saved searches or directly from the Find dialog.
To save a search:
In the Find dialog, click
Save Current Search to save the current search criteria.Enter the name of the search in the Save Search dialog.
Select Save As Folder to save the search as a folder. Search folders are listed in the navigation pane under My Searches. By default, it is saved as a search folder.
If you are an administrator, you can select Save As Distributed Search to save the search as a distributed search to be used by the users.
When the results of a search folder are displayed in the main view, the Quick Find bar can be used to perform a search within the search results to further narrow the field. The combined search can then be saved, resulting in a saved search that consists of the search folder criteria AND the Quick Find criteria.
If you want to perform a similar search in the future, you can apply the saved search criteria to the basic search (grid). You can review the criteria to ensure they are still relevant and adjust them if needed. See Criteria-Based Basic Search.
Manage Saved Searches
The Manage Saved Searches dialog lists all the saved searches created by you and the distributed searches created by the administrator. You can only copy, rename, or delete the saved search you have created. You can't rename or delete the distributed searches that are created by the administrator.
Display As Folder: Lists all the saved searches created by you. Select/deselect the saved searches you want to set on the Vault Client.
Distributed: Lists all the distributed searches created by the administrator. Select/deselect the distributed searches you want to deploy on the Vault Client. Available for administration only.
Rename: Rename the selected saved search. Enter the new search name.
Copy: Copy the selected saved search. Enter the search name and select Save As Folder to display the copied search under My Searches.
For administrator: Select Save As Distributed Search to save the search on the server to be deployed on the Vault Client of all users.
Delete: Delete the selected saved search.
If you, as an administrator, create a distributed search using the same naming convention as a local search being used by an end-user, Vault will replace the local search with the distributed search without notifying the user.
Group Saved Searches
Create a New Saved Search Group
- Right-click the My Searches node or Distributed Searches node (available-for-administration) under the Saved Search Folders, and click New Group.
- Enter a new name for the group in the text box.
- Select a saved search, and then drag it to the new group. The saved search is moved into the group.
- Double-click the group to expand it.
- Drag saved search within the group to change their order within the list.
Rename a Saved Search Group
Right-click a group, and then select Rename from the context menu. Enter a new name for the group in the text box.
Remove a Saved Search Group
Right-click a group, and then select Delete from the context menu. The Saved Search Group is removed and any Saved Search contained in the group is removed also.
Open a Saved Search
To open a saved search:
Right-click on the saved search and click Open Saved Search.
Alternatively, in the Find dialog, click
to open the saved search dialog.The Open Saved Search dialog lists all the saved searches created by you as well as the distributed searches created by the administrator.
Select the saved search to open.
Click Open.