A saved search is a set of filters and search criteria that you can name and save, in order to use again. Saved searches are useful to quickly find common sets of records, like any In Progress records assigned to a user or their team.

Saved searches are also used throughout the system for rules, reports, permission filters, linked field filters, and more. This article focuses on power users who want to use searches to more effectively find the records they need to work on.

For information about creating saved searches, see Creating Saved Searches.

Accessing Saved Searches

You can access saved searches from several places, depending on your permissions.

Saved search drop-downs shown in three places

There are several locations where a saved search can be accessed:

• Under the My Assigned Inbox, which can be configured to show specified saved searches and record counts. To add a search here for a group, edit the search, go to the Apply tab, and select the group in the list for showing the search in My Assigned.
• Under the table header on the navigation menu. To add a search here for a group, edit the search, go to the Apply tab, and select the group in the list for showing the search in the navigation menu.
• In the table's search drop-down, underneath Show All. Switch searches by clicking the current search name. To add a search to the drop-down for a group, make the search available to and active for the group.
• In the Manage option of the table's Search drop-down. This is visible only if you have permission to manage saved searches for the table.

After you click the search name, the results are shown in the table view. The search name appears at the top of the table below the table name. To refresh the search, click the search name to open the search drop-down and select the saved search again.