How to Create Saved Searches for Projects

This how-to article will help users to create saved searches using the TDNext. The user must have access to the Analysis application in TDNext..

Overview

Saved project searches provide a way to save a column and filter configuration so you can easily reuse it in the future while retrieving updated data. The saved searches live under Project Searches in the Analysis application.

Where to Find This

The saved project searches appear in the TDNext interface. Navigate to them following this path:

  • TDNext > Analysis > Project Searches > Active Projects Search

Using Saved Project Searches

Creating a Saved Project Search

To create a saved project search inside the Analysis application:

  1. After logging in to TDNext, click the applications menu icon.
  2. On the applications menu select Analysis.
  3. Click Active Projects Search in the left navigation.
  4. Click the filter icon (it looks like a funnel) at the top right above the projects table. A filter sidebar will open on the right.
  5. In the filter sidebar, select the desired search parameters:
    1. Under Standard Fields, select the desired filter values to narrow down the projects returned as desired.
    2. Click Custom Fields to further narrow results down by specific values on custom project fields.
    3. Click Layout to select and order fields that will display in your results table.
    4. Use the Scroll drop down to quickly move down the filter panel to a specific section of the available filters
  6. Click Apply to set the parameters.
  7. If you don’t see what you were expecting, click the filter icon again and adjust the settings in the filter sidebar.
  8. When you are satisfied that the project table displays the right information, click the Save Search button.
  9. In the Save As field, enter a name for the search and if desired, enter a Description for your search.
  10. To share your report with others, check the Global checkbox.
  11. Click the Save and Close button.

On save, your new saved search will automatically appear in the left navigation under Project Searches. Clicking the saved search will automatically run the projects search using the saved filters.

Updating Saved Project Searches

To update a saved project search in Analysis:

  1. Navigate to TDNext > Analysis application.
  2. Under Project Searches in the left navigation, click the name of the saved search to be updated.
  3. Access the filter sidebar to modify the selected filters.
  4. Click Apply to apply the new parameters.
  5. Click the Save Search button and select the Overwrite check box to update this saved search. You can also change at this point whether the search is designated as Global or not.

Deleting Saved Project Searches

To delete a saved project search:

  1. Navigate to TDNext > Analysis application.
  2. Under Project Searches in the left navigation, click the name of the saved search to be deleted.
  3. Click the Show Details button.
  4. In the Saved Search Details pop-up, click the Delete button.
  5. Confirm the deletion when prompted
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Details

Article ID: 3418
Created
Fri 1/30/15 4:23 PM
Modified
Mon 8/30/21 6:15 PM