Saved Filters

This tab lists all search queries (filters) that LAW has saved for later use. These filters may be saved during creation right before executing the search, or later from the Search History tab after a search has been performed (explained below).

Select a Storage Level/Scope from the drop-down menu at the top to display a list of saved filters based on who was granted access.

The larger field below displays this filter list. A Title (Name) and date Last Modified are shown for each filter listed here. Left-click on filters to select them and display additional details within the two smaller fields below, including a Description (where applicable) on the bottom-left, and a Preview of the search conditions/terms applied by that filter on the bottom-right.

Right-click on any filter from this list to open a pop-out menu, allowing you to either Open (load) the filter into the Advanced tab, or Delete the filter from the saved filters list.

Saving Search Queries

Search queries can be saved either right before executing them from the Advanced tab, or by loading them again from the Search History tab.

1.To save the desired search conditions/terms right before executing them, skip to step 5. Otherwise, continue to step 2.

2.Navigate to the Search History tab.

3.Right-click on a query from the list that you wish to save for future use, and select Open from the pop-out menu.

4.You are automatically re-directed to the Advanced tab, with the chosen query loaded into the proper panes.

5.From the Menu at the top-left, select File > Save.

i.Alternatively, you can press Ctrl + S on your keyboard.

6.The Save As window opens. Select a Storage Level (who has access to the save), and enter a Name (required) and Description (optional) for the query.

This selection determines who will be able to find the search to run it later.

•User (Available to only you)

•Shared (Available to all users in this case)

•Global (Available to all users across cases)

7.Once you've finished, click on Accept to save the query for future use under the Saved Filters tab.

To Run/Edit a Saved Search

1.In the Database Query Builder, click the Saved Filters tab. Previously saved searches are listed.

2.If necessary, select a Storage Level/Scope. This setting can apply a filter to show searches by level of availability:

•All Available Views. The default. Shows all searches available to you at any level.

•User (Available to only you). Shows only searches that are visible to your profile.

•Shared (Available to all users in this case). Shows searches that any user of this case can use.

•Global (Available to all users across cases). Shows searches that can be run by any user across all cases.

3.Right-click on a search request and click Open, or double-click one of the searches in the list.  The Advanced tab displays and the selected query is open.

4.Modify the query if needed.

5.In the Send Results To list, select a utility to receive the search results:

•Batch Process

•Batch Update

•Export Utility

•Grid View (Embedded)

•Grid View (Standalone)

•Report Viewer

6.Save the query using one of these methods:

•On the File menu, click Save. Select a storage level, type a name and a description, and then click Accept.

•Run the query. Click Execute.

After you run a search it is automatically saved in the Search History tab.

Search History

This tab lists all search queries recently performed within LAW. These queries are listed by the conditions/terms that were used under the Request column, and by the date/time they were performed under the Last Modified column.

Right-click on any query from this list to open a pop-out menu, allowing you to either Open (load) the query into the Advanced tab, or Delete the query from the search history list.

To Edit the Default Save Path for Queries and Profiles

1.On the Tools menu click Options and then select the Preferences tab.

2.Click the Browse button for the Path for global profiles, grid views, and filters field.

3.Select a new path for storing queries/profiles.