Saving Search Criteria or Search Results to a Folder

When you enter a query in the people management Find window, you can save the query or its results to a folder. The system adds the folder to the Data Organizer on the Summary window. The next time you use the Summary window, you can open the folder to work with the saved list of people (if you saved the query results) or perform the query again (if you saved the query). For more information about the types of folder, see: Folders For Saved Search Criteria or Results.

Perform your find using the Find window before following these steps.

arrow icon   To save a query to a Search Criteria folder:

  1. Choose the Save As button.

    The Save As window is displayed.

  2. Make sure Search Criteria is selected.

  3. Select a folder in which to create the new folder.

  4. Enter a unique name for the folder.

  5. Select Public if you want the folder displayed in the Public folders list for other users to see. A folder is also created in your Personal Folders list.

  6. Choose Save.

    You can see the folder in the Data Organizer when you view the Summary window. Expand Private Folders to see your new folder.

    Note: If you cannot see your folder on the Summary window, right-click on the Data Organizer and choose Refresh.

arrow icon   To save the results of a query to a Group folder:

  1. In the results list, select the people you want to add to your folder.

  2. Choose the Save As button.

    The Save As window is displayed.

  3. Make sure Only Selected Results is selected.

  4. Select a folder in which to create the new folder.

  5. Enter a unique name for the folder.

  6. Choose Save.

    You can copy people from other folders into Group folders in the Data Organizer. See: Managing Your Group Folders.