Copy a public search

After you publish a saved search, you cannot update the public search. However, you can change the search criteria and then save the search as either public or private using a new name.

Ability to edit is based on assigned role privileges and search ownership

The privileges assigned to your role in User Management Module that an administrator uses to create a profile for each employee in their organization. determine if you can edit public searches. You can only edit public searches you have previously published.

Before you begin

Identify a public search you created and want to copy.

Procedure

Go to Risk Management Component of the Real-Time Analytics (RTA) Framework that provides interaction search and replay functionality, combined with integration of the Real-Time Analytics (RTA) Framework.. Under Analyze, select Search.
Click the Public Searches tab.
Locate the public search that you want to copy.
Point to the search to activate the action icons, and then click edit .
From the Advanced Search dialog box, update the search criteria as required.
To save the search as a copy, click Save As.
From the Save Search window, enter a Name for your search. Use a descriptive name that describes the search function.
Set the Visibility for the new search:
- Private: Only available to you.
- Public: Available to all users in your organization.
Click save. The saved search is added to the Search workspace Area within an application window where the user interacts with the program. in Risk Management.
- For private searches, access the saved search from the My Searches tab.
- For public searches, all users in your organization can access the saved search from the Public Searches tab.