Who is this article for?

Users who need to save and manage search queries.

Administrator role is required.

If you frequently run the same search, save it as a Saved Query to skip re-entering criteria.

1. Creating a saved query

To create a saved query, follow these steps:

1. Apply your desired filters in Advanced Filters.
2. Click Save Query.
3. In the Save Query window, choose to Create New or Overwrite Existing.
4. Give it a clear name, for example, Expiring Flammables – Chemistry Dept.
5. Select Shared if you want all site users to access it.
6. Use Set Default to auto-load this query when you open the Chemical Inventory.

Note: Saved Queries store both the filter criteria and any entered search terms.

2. Managing saved queries

To manage your saved queries, follow these steps:

1. Click the Favorites icon to open your saved and shared queries.
2. To delete a saved query you created, select it and click the Red Trash icon.

Note: Shared queries display the creator's name. You cannot delete a shared query you did not create, but you can simply choose not to use it.