Saved searches

Efficiently manage your search workflow by saving and reusing your most frequent search queries. In Sophora Web, you can save both Standard and SoQL searches, keeping them private for your own use or sharing them with your team.

Access all saved searches by selecting Saved Searches from the navigation pane. The Saved Search view allows you to:

• Filter the table of searches.
• Sort by table column.
• Edit metadata directly.
• Run a search.

Saving a search

To save a standard search:

1. Run a search query in the Standard or SoQL search view.
2. Click or tap the Heart icon on the right side of the search box
3. In the dialog, enter a descriptive title and toggle whether the saved search should be shared with the team or kept private.
4. Click or tap Save.

Running and modifying saved searches

To run a saved search:

1. Click or tap Saved Searches in the main navigation.
2. Locate your desired saved search in the table.
3. Click the Magnifying Glass icon to run it.

To modify an existing saved search:

1. Run the saved search and modify the filters or query as needed.
2. Click or tap the Heart icon.
3. Select Update existing in the dialog.

To create a new saved search from an existing one:

1. Run the saved search.
2. Click or tap the Heart icon.
3. Change the name in the dialog.
4. Select Save as new.

Editing saved searches

You can modify the name, visibility (sharing), and other properties of a saved search.

1. Click or tap Saved Searches in the main navigation.
2. Click the Pen icon in the row of the search you wish to modify.
3. Edit the metadata directly in the table.
4. Click or tap the Save symbol (disk icon) on the right side of the table row.

For a more detailed view or to access advanced document properties, click the Boxed Arrow icon to open the saved search as a full document in the standard editor.

Deleting a saved search

To delete a saved search:

1. Click or tap Saved Searches in the main navigation.
2. Locate the saved search you want to delete in the table.
3. Click or tap the context menu (three dots icon) in its table row.
4. Select Delete from the menu.

Technical notes

Saves searches are documents

Each saved search is stored as a document within Sophora. While standard document actions - such as cloning or proposing may be useful, some functions (Offline / Online) have no practical effect on the saved search's functionality.

Custom metadata

Your administration team can extend the properties of saved search documents to include custom metadata fields tailored to your organization’s specific needs.

The table columns and filters in the Saved Searches view adjust automatically as long as custom properties are configured on the Base tab of the Saved Searches node type.