{"id":18994,"date":"2023-03-23T09:58:41","date_gmt":"2023-03-23T13:58:41","guid":{"rendered":"https:\/\/certek.com\/kb4\/?p=18994"},"modified":"2023-06-16T09:28:08","modified_gmt":"2023-06-16T13:28:08","slug":"saved-searches","status":"publish","type":"ht_kb","link":"https:\/\/certek.com\/kb4\/knowledge-base\/saved-searches\/","title":{"rendered":"Saved Searches"},"content":{"rendered":"\n<p>One of Artisan&#8217;s many useful features is the ability to save your search criteria. This is especially handy when you want to narrow down your search by certain details, and need to do this on a regular basis.\u00a0<\/p>\n<p>Saved Searches are tied into the Power Search. Read more about that feature <a href=\"https:\/\/certek.com\/kb4\/using-the-power-search-feature\/\">here<\/a>. A Power Search can be conducted on nearly any record list screen (ex. Item Records, Customer Records, Category Records, Vendor Records, etc).<\/p>\n<hr \/>\n<h3>Accessing the Power Search<\/h3>\n<p>To bring up the Power Search, click on the &#8220;<strong>Power Search<\/strong>&#8221; button or press\u00a0<strong>ALT\u00a0<\/strong>and\u00a0<strong>F2\u00a0<\/strong>on your keyboard. Narrow down your search parameters. If necessary, there are even more search details on the &#8220;<strong>Advanced Filters<\/strong>&#8221; tab.<\/p>\n<p>In this example, we are in the Item Records screen. We want to save a search that contains only a certain category within a specific price range. When we&#8217;re finished, we&#8217;ll press &#8220;<strong>Save Search<\/strong>.&#8221;<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/03\/2023-03-23_09h44_56.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-18995\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/03\/2023-03-23_09h44_56.png\" alt=\"\" width=\"989\" height=\"647\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/03\/2023-03-23_09h44_56.png 989w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/03\/2023-03-23_09h44_56-300x196.png 300w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/03\/2023-03-23_09h44_56-768x502.png 768w\" sizes=\"auto, (max-width: 989px) 100vw, 989px\" \/><\/a><\/p>\n<h3>Saving Your Search<\/h3>\n<p>Artisan will ask you to assign the search a name. You may also choose to make this the Default Search for this record list screen by clicking on the checkbox. If this is selected, Artisan will automatically load records that match this search scheme each time you enter this record list screen.<a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/03\/2023-03-23_09h45_13.png\"><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-18996 aligncenter\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/03\/2023-03-23_09h45_13.png\" alt=\"\" width=\"556\" height=\"318\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/03\/2023-03-23_09h45_13.png 572w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/03\/2023-03-23_09h45_13-300x172.png 300w\" sizes=\"auto, (max-width: 556px) 100vw, 556px\" \/><\/a><\/p>\n<p>Note that Saved Searches will also save the original column layout and the sort order (ex. high to low price, A-Z, etc.). To learn more about saving layouts and how they tie in with Saved Searches, click <strong><a href=\"https:\/\/certek.com\/kb4\/saved-layouts-and-searches\/\">here<\/a><\/strong>.<\/p>\n<p>Artisan will load this search scheme, and also save it to your list of Saved Searches. To access your Saved Searches, click on &#8220;<strong>Start a New Search<\/strong>&#8221; or press <strong>F2<\/strong> on your keyboard.<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/03\/2023-03-23_09h50_36.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-18997\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/03\/2023-03-23_09h50_36.png\" alt=\"\" width=\"991\" height=\"722\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/03\/2023-03-23_09h50_36.png 991w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/03\/2023-03-23_09h50_36-300x219.png 300w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/03\/2023-03-23_09h50_36-768x560.png 768w\" sizes=\"auto, (max-width: 991px) 100vw, 991px\" \/><\/a><\/p>\n<p>Here is our list of Saved Searches. To switch to a different search, click on the search button or its number\/letter on your keyboard.<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/03\/2023-03-23_09h50_48.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-18999\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/03\/2023-03-23_09h50_48.png\" alt=\"\" width=\"989\" height=\"723\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/03\/2023-03-23_09h50_48.png 989w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/03\/2023-03-23_09h50_48-300x219.png 300w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/03\/2023-03-23_09h50_48-768x561.png 768w\" sizes=\"auto, (max-width: 989px) 100vw, 989px\" \/><\/a><\/p>\n<p>To change the order of your Saved Searches, return to the records screen and select &#8220;<strong>Save Search<\/strong>.&#8221;\u00a0<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/03\/2023-03-23_09h53_38.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-19000\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/03\/2023-03-23_09h53_38.png\" alt=\"\" width=\"982\" height=\"267\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/03\/2023-03-23_09h53_38.png 982w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/03\/2023-03-23_09h53_38-300x82.png 300w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/03\/2023-03-23_09h53_38-768x209.png 768w\" sizes=\"auto, (max-width: 982px) 100vw, 982px\" \/><\/a><\/p>\n<p>Click on &#8220;<strong>Edit List of Search Options<\/strong>.&#8221;<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/03\/2023-03-23_09h53_57.png\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-19001 aligncenter\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/03\/2023-03-23_09h53_57.png\" alt=\"\" width=\"572\" height=\"327\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/03\/2023-03-23_09h53_57.png 572w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/03\/2023-03-23_09h53_57-300x172.png 300w\" sizes=\"auto, (max-width: 572px) 100vw, 572px\" \/><\/a><\/p>\n<p>Here, you can rename, delete, and reorganize the searches. For example, let&#8217;s say we want to move our &#8220;<strong>Ceramics Under 50.00<\/strong>&#8221; from the bottom of the list to the top. We&#8217;ll select that record and press the &#8220;<strong>Move Up<\/strong>&#8221; button until it is at the top of the list.<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/03\/2023-03-23_09h55_35.png\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-19003 aligncenter\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/03\/2023-03-23_09h55_35.png\" alt=\"\" width=\"595\" height=\"478\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/03\/2023-03-23_09h55_35.png 595w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/03\/2023-03-23_09h55_35-300x241.png 300w\" sizes=\"auto, (max-width: 595px) 100vw, 595px\" \/><\/a><\/p>\n<p>Once we hit &#8220;<strong>OK<\/strong>&#8221; and return to the &#8220;<strong>Saved Searches<\/strong>&#8221; screen, we can see our changes.<\/p>\n<p><a href=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/03\/2023-03-23_09h57_11.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-19004\" src=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/03\/2023-03-23_09h57_11.png\" alt=\"\" width=\"990\" height=\"725\" srcset=\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/03\/2023-03-23_09h57_11.png 990w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/03\/2023-03-23_09h57_11-300x220.png 300w, https:\/\/certek.com\/kb4\/wp-content\/uploads\/2023\/03\/2023-03-23_09h57_11-768x562.png 768w\" sizes=\"auto, (max-width: 990px) 100vw, 990px\" \/><\/a><\/p>\n<p>\u00a0<\/p>\n","protected":false},"excerpt":{"rendered":"<p>One of Artisan&#8217;s many useful features is the ability to save your search criteria. This is especially handy when you want to narrow down your search by certain details, and need to do this on a regular basis.\u00a0 Saved Searches are tied into the Power Search. Read more about that&#8230;<\/p>\n","protected":false},"author":17,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_eb_attr":"","_monsterinsights_skip_tracking":false,"footnotes":"","_members_access_role":[],"_members_access_error":""},"ht-kb-category":[302],"ht-kb-tag":[],"class_list":["post-18994","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-welcome-to-artisan"],"_links":{"self":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/18994","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/users\/17"}],"replies":[{"embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/comments?post=18994"}],"version-history":[{"count":6,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/18994\/revisions"}],"predecessor-version":[{"id":19813,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/18994\/revisions\/19813"}],"wp:attachment":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/media?parent=18994"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb-category?post=18994"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb-tag?post=18994"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}