Saved Search criteria sharing with other users

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From the Refine Search Criteria page, you can share your Saved Search criteria with other users.

The following are the three different methods for saving and sharing the search criteria:

Share the criteria while saving

From the Refine Search Criteria page, you can share the search criteria while saving.

Before you begin

You must add the solutions and components on the first page to share the criteria while saving.

Steps

  1. Select the Share checkbox to share the Saved Search criteria.

  2. Enter the Username in the textbox for user search and click Add Users.

    Note If the Username does not exist, validation message is displayed.
  3. You can look up while using the search user option and submit to share criteria.

Share the criteria after saving

From the Refine Search Criteria page, you can share the search criteria after saving.

Before you begin

You must add the Saved Search solutions and components on the first page to share the criteria after saving.

Steps

  1. Click Saved Search option from the home page.

  2. Click Share to share the criteria with others.

  3. Enter the Username in the textbox to search the users and click Submit.

View shared criteria

Before you begin

You must save the solutions and components in the Saved Search.

Steps

  1. You can view the criteria that you shared with other users by setting the Saved Search option as default.

  2. Select Username from the Shared By column to view the shared criteria.

  3. An email notification will be sent to the shared users notifying about the share.

Note The update to the original criteria will have no bearing on the criteria that is shared. They are deemed to be separate entities.