Saved Searches (Saved Filters)

Saved Searches let you quickly reuse commonly used searches, filters, sorting, and column layouts on the Forms page.


Create a Saved Search

  1. Go to the Forms page.

  2. Set up your view using:

    • The search bar (e.g., “FLHA”)

    • Filters (site, status, submitted, signed, created, etc.)

    • Column sorting

    • Column visibility

  3. Click Save Filter.

  4. Name your search.

  5. Choose what to include:

    • Search Bar – saves typed search terms

    • Filters – saves dropdown filters

    • Sorting – saves the current sort column

    • Column Visibility – saves shown/hidden column

  6. Click Save Search.


Use a Saved Search

  • Open the Saved Filters dropdown on the Forms page.

  • Select a saved search to instantly apply it.


Manage Saved Searches

  • Open Saved FiltersManage.

  • Remove saved searches you no longer need.


Saved Searches help you save time by reusing frequently needed form views with one click.

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