Hi,
What is "Save Template" in Adv Search results screen? Please see the attachment.
Please share your knowledge and experiences for figuring this out.
Thanks.
ta
If there are Accepted Answers, those will be shown by default. You can switch to 'All Replies' by selecting the tab below.
Save: Searches can be saved so that you can launch them regularly without redefining them, share them between users, or to quickly retrieve the corresponding results.
Template: A search template is a predefined search in which you can change certain search values each time you run it. For example, a search template could search for invoices dated this month for the customer you choose. You could run the search template to retrieve invoices for numerous different customers.
It would help if you actually posted your attachment.
I am sorry Johnny.
Just now to my the 1st post, I attached the screen shot of my search results screen showing both the options "Save" AND "Save Template" circled.
To save the search (results) I clicked on "Save". I got the following error:
No search template on this repository.
I do not know what Save Templates are. Are they custom temaplates? Don't they come with OOB Wewbtop? i am confused.
Please advise me.
Remember you can click the Help button within Webtop to access the user guide. For example, here's how it describes search templates: A search template is a predefined search in which you can change certain search values each time you run it. For example, a search template could search for invoices dated this month for the customer you choose. You could run the search template to retrieve invoices for numerous different customers.
Basically, they're a saved search you build that includes a parameter. The functionality comes with OOTB Webtop although there are no predefined templates.
