Save or Edit a Search Query with Results

Project Data query-based Search Results > Save Search

Searches > Saved Searches > selected Saved Search > Edit

Requires Saved Searches - Add/Edit Permissions

Performing a Saved Search enables you to save a particular Search query and its results from the query based search results of a Project Data view. This can be the results of a query based search from Freeform or Advanced Search of a Project Data view, or a search query that is part of a Bulk Search from a Project Data view.

Note: You cannot create a Saved Search from Project Data results associated with a drill-through search from a report, or from non-query based results, such as a Search by Synthetic Document search, results of a Sample, or results of a Find More Like These search.

When you create a Saved Search, the query is saved along with the set of results associated with the query. These results will not change unless you perform an update, which reruns the query and updates the results based on the data available when the update is performed. Updating a Saved Search is warranted when you change the contents of Project Data.

Once you name and save the query, the Saved Search appears in the Navigation Tree under Saved Searches and opens to show you the query and results (including the query, the target of the search, and any source data views you may have used as a filter). From the query, you can edit the Saved Search name or description.

If you want to see a list of Saved Searches, you can click the parent node of Saved Searches to view a Saved Search Summary. You can also edit the name or description of the Saved Search.

Save Search or Edit Saved Search Options

• Name The unique name of an item. For many items, the name can have up to 100 characters. Some items, such as a Connector name, can have up to 255 characters. An Excluded Content Block name is limited to 32 characters. (required) — A unique name that you want to assign to this saved Search query. The name is subject to validation upon creation or edit. The name can include alphanumeric characters, spaces between characters in the name (leading and trailing spaces are ignored), and some supported characters (such as a hyphen, underscore, and apostrophe). During validation, the software will also allow characters from foreign languages (for example, Korean characters). However, the following characters are not supported for Saved Search names and will generate an error message indicating that your entry contains invalid characters:

! " # $ % & * + . / : ; < = > ? @ [ \ ] ^ { | } ~ “ ”

Note: These character restrictions apply to most tree items, such as Imports, eDiscovery Exports, Tags, Folders, Saved Searches, Workflows, Comparisons, Sample Sets, and Synthetic Documents. To support auto-discovery of Custodians based on staging, a Custodian name has fewer restrictions regarding invalid characters.

• Description Provides a helpful description of an item. A description can have up to 255 characters. – Optional text that briefly describes the purpose of this saved Search Query.
• Click Save to save the Query. The Save button will not become active until you supply all required information, such as the Name. When you save the search, the newly created Saved Search appears for you in the Navigation Tree, showing the search results document list.
• Click Cancel to cancel the operation.

Update Saved Searches

When changes to the data affect the contents of one or more Saved Searches, you can use the Update Saved Search option in the Navigation tree to update a selected Saved Search. This reruns the query and updates the results based on the data available when the update is performed. The Update Saved Search option is available as a right-click option. This operation generates a Saved Search Processing task in the Work Basket.