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Saving a search

Gav Willis avatar
Written by Gav Willis
Updated over 3 years ago

If you set up a combination of filters in a table that needs to be accessed regularly by yourself and other users, it is possible to save the search and load it when you return to the page.

To save a search:

1. Open the relevant table and customise the filtering options, then run the search.

2. Once the search has been run, a save icon will appear. Select this icon to open a window where you can enter a Name for the saved search.

3. Once you have entered the name, select OK to save the search.

The search will then be displayed in the Saved Searches drop-down menu.

When you return to the table, a Saved Searches drop-down menu will now be available from the filter section.

Choosing the saved search will set all necessary filters to the saved values and run the search.


You can also make a saved search the default search the current list page. To do this, after saving or loading a search, select the star icon from the filter section.

Once the star icon is highlighted, the search will be loaded automatically when you open the list.

For more information, take a look at the full help page for Saved Searches.

Keywords: Custom search, load filters, list configuration, table configuration, default list view

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