Saving and Transferring Searches

enaio® webclient • 11.0 »

You can save search requests in enaio® webclient. Saved searches let you quickly access frequently used search patterns. Saved searches are stored in the main menu in the Desktop icon Desktop area (see Desktop), and can be launched from there and from the dashboard in the My searches area (see My Searches). The Save search requests to the desktop – icon Search request icon identifies saved searches in the desktop area.

Saving Searches

Queries with basic parameters as search criteria cannot be saved.

  1. Open a search form (see Searching for Objects Using Index Data and Basic Parameters), enter the required search terms, and run the search request.

  2. Click or tap on the More actions icon More actions icon in the header area of the hit list.

    The actions menu will open.

  3. Click or tap on the Save search request on desktop icon Save search request on desktop icon in the actions menu.

    The Save to desktop menu will open.

  4. Enter a name for the search request and click or tap the Confirm button.

The search request is saved in the main menu > Desktop icon Desktop > Private desktop.

Transferring Saved Searches

Saved searches can also be sent by e-mail in enaio® clientExternal link icon as an internal reference (as an attachment with the '.os' file extension). You can transfer these references with saved searches to your client (enaio® webclient as a desktop application or enaio® mobile; enaio® webclient does not support the transfer of saved searches).

Saved searches with basic parameters from enaio® client are not supported.

  1. In your e-mail attachment, click or tap on the reference file containing the saved search request ('.os' file extension).

    The corresponding hit list opens in enaio® webclient as a desktop application or enaio® mobile.

    If a location or index data form opens instead of a hit list due to system-specific settings (see Admin\enaio® webclient configuration External link – icon), then click or tap the back button in the header (in enaio® webclient as a desktop application) or in the footer (in enaio® mobile) to show the hit list of the saved search.

  2. Click or tap on the More actions icon More actions icon in the header area of the hit list.

    The actions menu will open.

  3. Click or tap on the Save search request on desktop icon Save search request on desktop icon in the actions menu.

    The Save to desktop menu will open.

  4. Enter a name for the search request and click or tap the Confirm button.

The search request is saved in the main menu > Desktop icon Desktop > Private desktop.

Transferring Saved Searches to the Dashboard

The saved searches from the private and public desktop can also be used in the My searches area of the dashboard. Information on how to set up and manage saved searches in the My searches area on the dashboard is available in My Searches.