Searching › Object Searching › Save a Search

Save a Search

CA APM lets you save a search that you frequently use so that you do not have to enter the search criteria each time you use the search. For example, you can save a search to find assets by asset name, asset family, model, cost center, and creation date.

To save a search

1. Click the tab and optional subtab for the object that you want to find.
2. On the left, click New Search.

   The Add Fields dialog appears.

3. Specify the fields to appear in the search criteria and results.

   Note: When you search within multiple asset families and legal template types, only the assets, models, and legal documents for the selected families and template types appear in the search results.

4. At the top of the page, click CONFIGURE SEARCH: OFF.

   The configuration of the search is complete.

5. In the Search Details area of the page, specify the information to uniquely identify the search.

   Note: When you save a search and specify a title, the title must be unique within a tenant. You cannot save a search with the same title in a single tenant.

6. In the Search Security area of the page, select the user roles for which the search is available. Roles are helpful so you can make the search available to all users having the roles you select. Administrators can also select specific configurations for the search.

   Note: If you do not select either a role or configuration, the search is available to the current user.

7. Click Save.

   The search is saved and is available for future searches.