Update a saved review query
If you are the query owner or an administrator, you can modify an existing query by opening it, and changing query parameters and query access if necessary.
To open a saved query
-
From the top menu, click
Reviews.
-
To open a query to update:
- If you don't see a Saved Queries field, click the More
menu, and in Saved Queries, select the one you want to update.
- If you do see a Saved Queries field, select the one you want to update.
- If you don't see a Saved Queries field, click the More
To edit a saved query
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)
To edit a saved query:
To share and save your updated query
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 share and save your updated query:
-
In the search toolbar, after Saved Queries, click Save query
.
- On the Query Details dialog, in Title, enter a name for the query.
- Optionally, in Description, enter additional information using 1000 characters or less.
- By default, the query is shared with everyone because the Share this query with everyone option is selected.
-
If you want to share only with specific users:
- Clear the Share this query with everyone option.
- Click Add.
- From the Select User/Role dialog, select the users or roles that you want to share this query with.
- Click Select.
- On the Query Details dialog, click Save.