Save searches
You can save and rerun searches that you run frequently by using the saved searches functionality.
Save a search
When searching for requests, you can save the search preferences and rerun the search at a later time.
To save a search:
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Log on to PPM.
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Perform a request search. For details on how to perform a request search, see Search requests.
The Search Results page loads, displaying the results of your search.
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In the Save this search as field, enter a name for the search, and click Save.
A window opens, displaying the results of the save operation.
- Click Manage Saved Searches to go to the Manage Your Saved Searches page. See Manage saved searches for more information.
- Click Return to Search Results to return to the search results.
Run saved searches
You can run a saved search to search for requests.
To run a saved search:
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Log on to PPM.
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From the menu, click Open > Demand Management > Saved Searches > <Saved Search Name>.
If the saved search is included in a saved search category, it is listed under the <Saved Search Category> sub menu.
The saved search runs. The Search Results page displays the results of your search.
Manage saved searches
You can move a saved search or delete it.
To move or to delete a saved search:
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Log on to PPM.
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From the menu bar, select Open > Demand Management > Saved Searches > Manage Saved Searches.
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To move a saved search, select the saved search, use the Up and Down arrows to move the saved search.
You can move the saved search up or down within a category or between categories.
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To delete a saved search, select the saved search and click the Delete button.
Manage saved search categories
You can categorize saved searches into groups for easy organization.
To create a saved search category:
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Log on to PPM.
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From the menu bar, select Open > Demand Management > Saved Searches > Manage Saved Searches.
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Click Add New Category.
A new category section is added to the Manage Your Saved Searches page.
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In the Category Name field of the new category section, provide a name for the new category and click Save.
The new category is created. When the category includes a saved search, it appears in the menu bar.
To move or delete a saved search category:
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Log on to PPM.
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From the menu bar, select Open > Demand Management > Saved Searches > Manage Saved Searches.
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To move a saved search category, click the Up or Down arrow alongside the category to move the category up or down.
When the category includes a saved search, it appears in the menu bar. The order of the category appears in the menu bar is the same as it is on the Manged Saved Searches page.
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To delete a saved search category, click the Delete button alongside the target category section.
- Click Save.