Editing saved searches in Item Search

You can use Item Search to find items and item sets across all available subjects in Item Authoring. Search criteria can be saved and recalled to streamline your workflow in Item Search.

This article explains how to edit saved searches in Item Search.

NOTE: You must have at least one saved search in your Surpass instance in order to use saved searches. For more information on saving searches, read Saving a search in Item Search.
In this article

1. Open a saved search

IMPORTANT: This process describes how to open a saved search in the Item Search screen. You can also open saved searches from the Saved Searches screen. For more information, read About the Saved Searches screen. If you have opened a saved search from the Saved Searches screen, skip to ‘Edit the search criteria’.

To view the Item Search screen, go to Item Authoring > Item Search.

Open the Select a saved search menu to see all available saved searches. 

TIP: You can filter the visible saved searches on NameDescription, or Owner by typing in the search field.

Select a saved search to open it.

The saved search criteria are displayed in the criteria builder.

2. Edit the search criteria

Edit the saved search criteria in the criteria builder. For more information about building search criteria, read Searching for items with Item Search.

3. Save your new search criteria

Select Save As to save your edited search criteria. 

Fill out the following fields in the Save Search dialog.

Field Description

Enter a name for the saved search. This name appears in the Select a saved search menu on the Item Search screen and the Saved Searches screen.

NOTE: The names of edited saved searches are prefixed with Copy of.

Enter a description of the saved search.

NOTE: Search criteria are not visible in either the Select a saved search menu on the Item Search screen or the Saved Searches screen. Use the Description field to explain the saved search criteria to other users.

Determines whether other users can see and use the saved search.

Select Private to prevent other users from viewing the saved search.

Select Shared to allow other users to view and use the saved search.

NOTE: Users with the Site Administrator permission can see all saved searches regardless of the chosen Visibility setting.

Select Save  to save the search criteria.

Further reading

To learn more about saved searches in Item Search, read the following articles: