Save a new review query

If you need to use more complex logic to find reviews, you can create new queries using Advanced Search. Saving a query allows you to re-run it quickly at a later time without selecting all the parameters again. You can also share saved queries with other users.

Tips and Tricks

  • You can include the following basic search options in advanced queries:
    • Type
    • Include completed (always included)
    • Include cancelled (always included)
    • Include Archived (always included)
  • For more detailed descriptions of query parameters, refer to Use advanced search to find a review.

Save a new query without sharing it

  1. From the top menu, click Reviews.
  2. To open the query builder, click Advanced search .
  3. To create a new query that you want to save for later, use the basic and advanced parameters.
  4. In the search toolbar, click Save query as .
  5. On the Query Details dialog, enter the following information:
    1. In the Title box, enter a unique title in 500 characters or less.
    2. Optionally, in Description, enter additional information for this query in 1000 characters or less.
  6. On the Query Details dialog, click Save.
    In Saved Queries, you see your new query.

Save a new query with all users and roles

You can see who you're sharing with (all users and roles defined in your system) in the Shared Query with Users/Roles list.

To save a new query with all users and roles:

  1. From the top menu, click Reviews.
  2. To open the query builder, click Advanced search advanced_search_icon .
  3. To create a new query to share, use the basic and advanced search options.
  4. On the search toolbar, click Save query as .
  5. On the Query Details dialog, enter the following information:
    1. In the Title box, enter a unique title in 500 characters or less.
    2. Optionally, in Description, enter additional information for this query in 1000 characters or less.
  6. Select the Share this query with everyone option.
  7. On the Query Details dialog, click Save.
    In Saved Queries, you see your new query.

Save a new query with specific users and roles

You can see who you're sharing with (all users and roles defined in your system) in the Shared Query with Users/Roles list.

To save a query with specific users and roles:

  1. From the top menu, click Reviews.
  2. To open the query builder, click Advanced search .
  3. To create a new query to share, use the basic and advanced search options
  4. In the search toolbar, click Save query as .
  5. On the Query Details dialog, enter the following information:
    1. In the Title box, enter a unique title in 500 characters or less.
    2. Optionally, in Description, enter additional information for this query in 1000 characters or less.
  6. If selected, clear the Share this query with everyone option.
  7. To share this query with specific users or roles, click Add.
  8. On the Select User/Role dialog:
    1. Select the users or roles that you want to share this query with.
    2. Click Select.
  9. On the Query Details dialog, click Save.