Saved Searches
Saved searches allow you to save a search query and run it at a later date. This is useful for frequently-ran searches or when sharing searches between many users.
Creating a saved search
To create a saved search, simply build a search as normal and click the Save Search button in the top right of the search filters tab. A modal will prompt you to enter a name for the saved search.
Loading a saved search
The saved searches input is a free text input which will search for saved searches by name.
Selecting a result will replace any currently selected filters with those from the saved search.
Selecting a saved search will not automatically run it.
Note the following about loading searches across both Basic mode and Advanced mode:
- Searches created in Basic mode can be loaded into either mode
- If a saved search built in Advanced mode is loaded in Basic mode, the user will be redirected to Advanced mode with the saved search applied
- Searches saved in Advanced mode are unavailable for selection by users with access limited to Basic mode
Editing a saved search
When a saved search has been selected and any filters have been updated, clicking Save Search prompts the user to either update the existing saved search, via the Save button, or save a new copy, via Save as New.
Schema
Saved searches are saved as records of the Saved Filter (seven20__Saved_Filter__c) object with the following details:
| Field Name | Description |
|---|---|
| seven20__Name__c | Friendly name of the saved search, which is displayed in the UI |
| seven20__Filter_Type__c | The filter type, will always be set to Daxtra Candidate Search |
| seven20__Filter__c | A JSON representation of the filter |
Do not create your own saved searches via automations as the structure and format of the JSON is subject to change at any time.
Ensure users have permission to create and edit the Saved Filter object and the fields above.
Sharing
Saved searches respect the sharing model within an org, so filters can be shared or made private using the standard Salesforce sharing setup.
Users will only be able to select filters which they have access to.