Creating Saved Searches

Use a saved search to specify detailed search criteria to locate specific assets. When you create a saved search, you can define criteria to locate only assets of a single type. For example, you can define a saved search for portlets or you can define a saved search for processes, but you cannot define a single saved search that locates both portlets and processes. You can save workspace searches, CentraSite searches, or searches of both the workspace and CentraSite.

To create a saved search

1. In Designer, if the Saved Searches view is not visible, open it: Window > Show View >

Saved Searches

2. In the Saved Searches view, click

Add Saved Search.

3. In the Add Saved Search window, type a Search Name.

4. Select the type of asset you want the saved search to locate from the Asset Type list.

5. For each search criterion you want to use:

a. Click Add.

b. In the Add Query Condition window, click Asset Field and select an item. The items that Designer includes in the Asset Field list depends on the Asset Type you select.

c. Complete specifying the condition for the selected Asset Field. Note that the search is not case sensitive.

d. Click OK.

6. In the Match condition field, select one of the following:

Any to have Designer locate assets that match any of the criteria you specified.

All to have Designer locate assets only if they match all of the criteria that you specified.

Note: If you select References from Asset Field and All for Match condition, Designer finds assets that contain all the specified references, but those references do not necessarily have to be all in one place. For example, if you have a condition to locate all processes that reference processes with names that contain "HR" and also reference processes with a process version that contains "2", Designer might find a process that contains one step for a referenced process with the name "HR-Tasks" and a process version "3" and another step for a referenced process with the name "ApproveOrder" and a process version "2".

7. In the Search in field, select one of the following:

Workspace to search metadata in the workspace index only.

Workspace & CentraSite to search metadata in both the workspace index and CentraSite.

8. Click Save.