Searches (Cull)

The Searches page (Cull > Searches) displays sets of previously saved and unsaved searches. Search foldering enables you to create customizable folders and subfolders for logical grouping of saved searches.

Note: For more information on creating searches, see Using the Search Builder.

List View

Folder View

  1. Searches menu bar: Enables you to:
    • Unsaved: View unsaved searches in the Searches list. (List View only)
    • Only Mine: View only searches generated by the current user in the Searches list.
    • List View : View a list of previously saved and unsaved searches (default view).
    • Folder View : View the previously saved and unsaved searches with the ability to place them in customizable folders and subfolders.
    • Folder View Action icon : Enables you to:
    • New Search: Open the Search Builder to create a new search.
    • Create Folder: Open the Create Folder dialog box.
    • Change Folder: Open the Change Folder dialog box to change subfolders to root folders.
  2. Search Summary: View details of the search, including the search criteria used to generate results, as well as edit the Name, Results Type, Type, Description, State, Privacy, and Labels.
  3. Action icon : Enables you to:
    • Open Cached Results: Load the most recent result set for both static and dynamic searches. (Default action for static searches.)
    • Update & Run: Erase the cached results and update the search with new results for both static and dynamic searches. (Default action for dynamic searches.)
    • Modify: Load the search criteria in the Search Builder as an existing search. (Unavailable when a search is in progress).
    • Copy: Copy the search criteria in the Search Builder as a new search.
    • Export Document IDs: Open the Create Report dialog box to download a CSV report. (Only available for completed searches).
    • Delete: Delete the search.
    • Object Security: Opens the Object Security dialog box.

To run a search

  1. Locate the search to run, click its Action icon and select Update & Run.

To view the documents in a search

  1. In the Search list, do one of the following:
    • Locate and double-click the search with the documents you want to view.
    • Locate the search with the documents you want to view, click its Action icon and select Open Cached Results.
  2. View the cached results of the search in the Document List (Cull).

To create a search folder

  1. On the Searches page, click the Action icon in the Searches header and select Create Folder.
  2. On the Create Folder dialog box, enter the Folder Name and click Save.
  3. Locate the new folder in the Searches list and click its Action icon to access the following:
    • New Search: Open the Search Builder to create a new search.
    • Create Subfolder: Open the Create Folder dialog box to create a subfolder.
    • Rename: Open the Rename Folder dialog box
    • Delete: Open the Delete Folder dialog box.

To add a search to a folder

  1. On the Searches page, click the Folder View icon .
  2. In the Searches list, drag the search to the folder.

To move a folder to become a subfolder

  1. On the Searches page, click the Folder View icon .
  2. In the Searches list, drag the folder to the folder you want to use as its parent (root) folder.

To delete a folder

Note: Deleting a folder will delete all child folders and searches.

  1. On the Searches page, click the Folder View icon .
  2. In the Searches list, locate the folder you want to delete, click its Action icon and select Delete.
  3. On the Delete Folder dialog box, click Delete.