Org settings: Saved views - Condition summary, timeline, search

Overview: Learn how to use Saved Views on Page to save and reuse a combination of search keywords and filters across your views.

What Are Saved Views?

  • Saved Views allow you to save a collection of keywords and file types to filter your Conditions View, Timeline View, and Search by a combination of parameters. This lets you search for results in a consistent way and define it for your entire organization.
  • Saved Views are applicable to Conditions, Timeline, and Search.

Creating a Saved View

  • There are two ways to create a Saved View:
    • Click on the Saved View icon and click "Create Saved View."
    • Input search terms, apply filters, and once you do that, you'll see an option to save.

Managing Saved Views

  • When filters are applied, you can manage your Saved Views by clicking the three-dot icon.
  • From there, you can update the following:
    • Name
    • Search keywords
    • File groups
    • File types
    • Starting entry date and ending entry date (only applicable to timeline searches)
    • Whether to include duplicate entries or not
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