Overview
Saved Searches let you save a specific combination of search terms, filters, sort order, and column layout on the Forms page, then reapply it instantly instead of rebuilding it every time.
Use it for any view you check regularly, for example all Orientation Forms sorted by ID, or all forms submitted at a specific Site this month.
Create a Saved Search
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Open the Forms page and set up the view you want to save. Type a term in the search bar, apply any filters (Status, Site, Form Title, Submitted By, Submitted Date Range, or more via the funnel icon), and adjust sorting or column visibility.
2. Click Save Filter.
3. In the Save Current Search popup, enter a name in the Search Name field.
4. Choose what to include by leaving checked, or unchecking, any of: Search Terms, Filters, Sorting, and Column Visibility. Each option shows a live preview of what it will save.
5. Click Save Search.
Note: Only the options you leave checked are saved. If you uncheck Filters, for example, the saved search won't reapply your filter selections when you use it later.
Use a Saved Search
- Click the Saved Filters dropdown, next to Save Filter.
- Select a saved search from the list to apply it instantly.
Manage or Delete a Saved Search
- Click Saved Filters, then Manage.
- Click a saved search to expand it and review its saved filters, sort order, and columns.
- Click Delete to remove it.
Warning: Deleting a saved search can't be undone. It only removes the saved shortcut, not any forms or data it was filtering.
What Happens Next
Once saved, a search appears immediately in your Saved Filters dropdown. Selecting it reapplies whichever parts you chose to save, search terms, filters, sort order, and columns, in one click.
Saved Searches are private. They're only visible to the person who created them, not to colleagues or admins.
Frequently Asked Questions
Can other people see my saved searches?
No. Saved Searches are private to the user who created them. Even admins can't see or use another user's saved searches.
Can I edit a saved search after creating it?
Not directly. There's no rename or edit option in Manage, only Delete. To change one, delete it and save a new search with the updated view.
What happens if I only check some of the save options?
Only the checked options are saved and reapplied. For example, if you leave Filters checked but uncheck Sorting, using the saved search later will apply the filters but not the sort order.
Where do I find my saved searches?
In the Saved Filters dropdown, next to the Save Filter button on the Forms page.
Does deleting a saved search affect the forms it filtered?
No. Deleting a saved search only removes the shortcut. It has no effect on any forms or form data.
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