Create Lists - Saved Searches - Ability to Rename, Show Creator, Last Used
We repeatedly run up against our limit of saved searches in Create Lists. There are probably saved queries created long ago that no one is using/needs. I was hoping to assign staff to review the queries and put their initials in the saved search name, but when you go to Edit, you can only edit the query, not the query name (like you can a review file). Ideally it would work like the review files themselves, when you can see who last ran the list (initials, date and time). And perhaps apply the "Own" option. This would really help to keep these saved searches under control.
Alison Pruntel
shared this idea
The product team will review this idea for consideration for a future release.
-
MEEP candidate for the Sierra 6.6 release
Functional Requirements (what does it need to do?)
● Assigning ownership
o A new "Owner" field is available in the saved search properties.
o Only users with appropriate permissions can assign or change the owner.
o The owner’s name or initials are displayed in the saved search list view.● Viewing last run info
o Each saved search displays the last run date and user initials.
o This metadata is visible in both the list view and the search details.
o The data updates automatically after each run.● Renaming saved searches
o Saved search names are editable via UI.
o Name changes are logged with timestamp and user info.
o Validation prevents duplicate names or invalid characters.● Identifying unused searches
o A filter or report shows saved searches by last run date.
o Searches not run in the last 6 months are flagged.
o Admins can sort or export this list.● Bulk management
o Admins can select multiple saved searches at once.
o Bulk actions include delete, archive, and assign owner.
o Confirmation prompts appear before deletion.● Usage alerts
o The system displays a warning when saved searches reach 80% of the limit.
o Notification includes a link to cleanup tools or reports.
o Admins can configure the threshold for alerts. -
Jenn Del Cegno
commented
As a consortium it is a repeated issue that we are the maximum saved searches and exports, and struggle to determine a fair way to empty saved parameters when we do not which are currently in use. Including a Last Used timestamp would be helpful in applying the same rules we use for clearing out old review files.
-
Denise Heid Scarbeck
commented
It would absolutely make it easier to clean out these files with this additional information made available to us.
-
Nicole Castellano
commented
Seeing the ownership of each query would definitely be useful.
-
Greg Smith
commented
And while we're discussing this... surely in 2024 it's possible to have more review files?
-
Kimberly Allen
commented
We are almost always sitting at the limit. Staff turnover also adds to the difficulty in determining ownership. Being able to see initials and last date and time would be a huge help. The ability to rename would be another win. What may seem like a descriptive name to the original owner may be a mystery to others.
-
Eliza Richards
commented
Yes! I would especially love to see last used on all the saved searches/exports. That way we can clean them out eaiser.