Saving searches

You can create search criteria to be used within Event generators and facilitate filtering within the notes panel, based on previously saved searches.

To save the search for notes plansheet:

  1. Select Search from Notes Plansheet.
  2. Click Save Search. The Save Search screen is displayed.
  3. Specify this information:
    Add New/Update Existing
    Indicates whether the search is new or existing.
    Note: 
    • By default, the value is set to Add New.
    • This field is disabled if existing searches are not available.
    New Search/Saved Search
    The name of the search criterion.
    Owner
    The ID of the user.
    Note: This field value cannot be modified.
    Public
    Determines whether the search is available to the public or the current user.
    Note: 
    • By default, the value is set to Off.
    • You must have the Save Public Search permission to set a search to public.
    Planning Engine Context
    Determines the type of planning engine context. Possible values:
    • None: No Planning Engine context is saved.
      Note: If this option is selected, the search can be executed on all Planning Engines.
    • Current: Saves the Planning Engine Cycle and Planning Engine name.
      Note: If this option is selected, the search can only be executed on the specified Planning Engine.
    • Master: Saves the Planning Engine Cycle and the Planning Engine is set to <Master>.
      Note: 
      • If this option is selected, the search can only be executed on the Master Planning Engine for the specified Cycle.
      • This option is available only if the selected Planning Engine is a Master Planning Engine of a Planning Engine Cycle.
  4. Click Save. The Search menu option is updated with the new search.
    Note: This information is stored as part of the search criteria:
    • Any passed parameters and in-line grid filtering.
    • Any grid filtering on Resource, Property, or Period override the passed parameters.