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Saving a Query
Saving a Query
How to save a query for re-use after performing a search or browse action
Saved queries can be used to perform the same search over and over again without needing to reset the criteria.
Note: In order to use a Saved Queries, you must already have one previously saved
To set up a Saved Query, firstly perform one of the following:
- Search by Record, File or Box Using Properties
- Browse by Record, File or Box Using Facets
To Save this Query
- Select the RecordPoint tab from the Ribbon
- Click Save Query
- Provide a Title, Description and Category
- Click Save
To Manage Saved Queries
- In RecordPoint, navigate to the user menu and select the My RecordPoint Settings
- Under Saved Queries, you can select from the drop down menu a previously Saved Query
- From here, the Title, Description and Category can be updated or the entire Saved Query can be deleted
, multiple selections available,
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