Saving and recalling queries

Named queries enable you to save and reuse particularly useful document searches.

About this task

If you perform a search that is especially useful, you can name and reuse it. The name can be up to 30 characters long. For example, if you created a query that finds all invoices with balances greater than $2500.00, customer last names beginning with the letters M through R, and that are dated within the last month, you might call it 'Current_M-R_over_2500'.

Named queries can be public or private. If you want other people to be able to use your query, you can designate it as public. If you do not do this, only you will be able to use your query.

You can modify existing named queries, if you want to search for documents using different criteria. You can also delete named queries for which you no longer have a use.

Important: You need permission to use the query commands or query toolbar buttons. If the query commands or toolbar buttons are greyed out, you do not have permission to use them. Contact your Content Manager OnDemand administrator if you need to use the query commands or toolbar buttons.
To work with named queries:
If you want to... Do this:
Create and save a named query
  1. In the Search Criteria and Document List window, enter the search criteria for your query.
  2. Click Search to run the query. If it produces the results that you want, proceed to the next step. If it does not produce the results that you want, enter new search criteria and re-run the search.
  3. When you are satisfied with the results that your query produces, click File > Save Named Query.
  4. Click Create a new Query.
  5. In the name field enter the name for your query. The name can be up to 30 characters long.
  6. If you want to make the query available to other users, click Public Named Query. If you do not want others to be able to use your query, leave this field unselected.
  7. Click OK.
Update an existing query
  1. In the Search Criteria and Document List window, click File > Save Named Query.
  2. Click Update an existing Query.
  3. Select the query that you want to update.
  4. Click OK.
  5. Change whichever fields you want to modify.
  6. Click File > Save Named Query.
  7. Click Update an existing Query.
  8. Select the query that you modified.
  9. Click OK.
Select a named query
  1. In the Search Criteria and Document List window, click File > Select Named Query.
  2. Select the query that you want to run.
  3. Click OK.
  4. In the Search Criteria and Document List window, click Search to run the selected query.
Delete a named query
  1. In the Search Criteria and Document List window, click File > Delete Named Query.
  2. Select the query that you want to delete.
  3. Click OK.