Editing Searches
In CloudNine™ Explore Web, you can select and edit one single saved search, or if you want to make the same changes to multiple search queries, you can edit multiple searches simultaneously. When editing multiple searches, only modified filters will be changed for each individual query (the individual searches will retain their original filters that were not modified during the multiple edit).
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You cannot edit the search name or query text directly when editing multiple searches simultaneously. |
Starting from the SEARCH page for a case:
1.In the Search Request pane, select one or more saved search queries.
2.Click the Edit checked searches (box with pencil) icon in the toolbar.
3.If one search was selected, the Edit Search dialog displays. If more than one search was selected, the Edit Searches dialog displays.
4.Make your search modifications. For further details on the various search filters and options, see Creating and Running a Search.
5.When your changes are complete, click SAVE AND SEARCH. The searches are saved and run.
Deleting Searches
On the SEARCH page, you can delete one or more searches from the Search Request pane, or the currently displayed search from the document list pane.
Starting from the SEARCH page for a case:
1.In the Search Request pane:
a.Select the check boxes for one or more saved search queries.
b.Click the Delete checked searches (X) icon in the toolbar.
c.The Delete Searches dialog displays. Click DELETE SEARCHES to confirm deletion.
d.The searches are deleted and the search list is updated.
2.After selecting (highlighting) a single search in the Search Request pane, in the document list pane:
a.Click the Delete search (X) icon in the toolbar.
b.The Delete Search dialog displays. Click DELETE SEARCH to confirm deletion.
c.The search is deleted and the search list is updated.