[toddk]

We are beginning to accumulate alot of saved searches and it is becoming more difficult to both find a search and understand what the search does. We try to use good titles, but sometimes it would be nice to have a “Description” field where you could enter what the search does or what its’ purpose is.

Is there a way to add a “description” custom field to the saved search header record?

Also, if it is possible, is there a way to add it to the “Global Search Results” screen? (photo attached of global search results screen to which I am referring)

Thanks.
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[cdelacruz]

Hello,

Issue 172623 [Lists > Search > Saved Searches > Provide a description, memo or comments field on the saved search record to identify what the search is intended for and how to use it (similar to description field on saved reports)] has been filed as an Enhancement Request for this.

[fjannelle]

Good morning,

While the enhancement is being worked on, here is an alternate solution.

1. Create a new Custom Record called ‘Saved Search Description’

2. Uncheck Include Name Field and check Show ID

3. Add new field called ‘Saved Search’ of type List/Record – Saved Search. Set ID to ‘_saved_search’ (in order to have a final ID of custrecord_saved_search)

4. Add new field called ‘Saved Search Description’ of type Freeform Text or Text Area, set this field as Global Search

5. Add a new field called ‘Saved Search Link’, store value = false, type = freeform text

Under Validation&Defaulting set the default value to:

Code:
‘Link‘
Now the next step will be to populate this custom record with the descriptions of all your searches. This will not be user friendly as you will not have access to this custom record when creating or editing a search. This needs to be populated separately.

Depending on your volume of searches, the best way to populate these very well might be a CSV import. On this CSV import you will need to map the saved search to the Saved Search Field and then set the description as the Saved Search Description field. You do not need to set the Saved Search Link, this will be computed automatically. A large initial effort but after it you can do it on a search by search basis.

Not the simplest solution but that would give you the desired end result of being able to use Global Search to find and access a specific saved search based on its description.

Short of including the description in your search title, this should be the closest solution to what you are looking for (for now).

Best regards,

[toddk]

Thanks for the responses. It looks like an easy enhancement, hopefully it will make it in a release soon.

Thanks fjannelle, but thats a little extreme for our knowledge and needs right now.

Todd

[srussell]

It seems that only public searches can be added to the Saved Search field. Is this correct? Is there a way to get others? Not necessarily private searches, but there is a use case for shared access searches.

[Author]

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