Modify a search

You can make changes to the schedule and details of a previously saved search. This includes:
  • Scheduling adjustments
    • Modify the scheduled settings of a previously saved search. For example, change the search that runs once daily to run at the end of every eight-hour shift.
    • Add a schedule to a currently unscheduled search.
  • Detailed settings updates
    • Change how the search results are displayed.
    • Adjust the search conditions used to find and show records.
    • Modify the time zone setting of the computer that is running the search.
Prerequisites
  • To modify a search, make sure that you have these permissions:
    • View a Search
    • Write
  • To modify a scheduled search, make sure that you also have the
    Edit a schedule
     permission.
To add or modify a search schedule
  1. On
    Searches
    , select
    Search overview
    , and then select . For a scheduled search, you must toggle off the active button before modification.
  2. Change the basic or frequency information as you desire, and then select
    Save
    .
    TIP:
    • You cannot change the data source for a created search. To do that, delete the search, and then create a search with the desired data source.
    • You can convert an unscheduled search into a scheduled one, but cannot revert a scheduled search to an unscheduled one.
To modify the detailed settings of a search
  1. On
    Searches
    , select
    Search overview
    , and then select
    Detailed settings
    .
  2. Select the search that you want to modify.
  3. To modify how the search results will appear, select
    Source & Display
    . Edit the columns as you desire, and then select
    Save
    .
  4. To modify the criteria on which the search is performed, select
    Conditions
    . Modify the condition settings as you desire, and then select
    Save
    .
  5. To change the email notification settings, recipient list, output format, and time zone of the computer running the search, select . Modify the scheduled search operation section in the search properties, and then select
    Save
    .
  6. To configure the overall display settings for the search results, select . Modify the display layout section in the search properties, and then select
    Save
    .
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