If you want to repeatedly search for assets with the same set of metadata, or have multiple different searches which you execute regularly, then CELUM Content's search saving and loading functionality in the Advanced Search is for you. Additionally, you can share a saved search configuration with other users.
After you have chosen some filter widgets and activated them by adding criteria, open the search panel.
Click the button
at the bottom of the search panel.
A new dialog opens:
Enter a name or select an existing filter to overwrite it.
Click "Save" to save the filter under a new name or "Overwrite" to save it under the existing filter's name.
Click the
button at the bottom of the search panel.
A new dialog opens and shows all your saved filters:
You can only see saved filters which you saved yourself. Other users' filters are not visible.
Hover your mouse cursor over a saved filter to see if it is used in any Libraries.
Select the filter you want to load and click "Load" to proceed.
The loaded filter widgets and filter criteria are immediately applied to the result list.
Open the search panel.
Click on the button
at the bottom of the search panel.
A new dialog opens.
Click the delete button next to a filter's name
to delete it.
If the filter is used in a Library, you will see a warning dialog upon deletion.
After deletion of such a filter, any Library that uses it (and all Portals that use the Library) will no longer get any new assets from CELUM Content.
You can share your saved search configurations (including search terms, active widgets, criteria and sorting of results) with other users in the "Load filter settings" dialog:
Open the search panel.
Click the
button at the bottom of the search panel to open the "Load
filter settings" dialog. As described in "Load
a search", the dialog shows all the search configurations
that you have saved before.
You can share a link to the saved search in two ways:
Click the "Copy to clipboard" icon to copy the link
and insert it wherever you want.
Click the "Send via e-mail" icon to insert the link
into a new e-mail.
Send the link to the people with whom you want to share the saved search configuration.
Recipients need to have an active CELUM Content user to log in with, and also need to be able to access the Nova UI.
Search configuration depends on user permissions and status
When the recipient opens the link, the search is immediately executed using the recipient's permissions. If the recipient does not have permissions to see any of the active widgets (respectively, their underlying metadata fields), an error message is shown and the search can't be executed. Instead, the recipient will see their own previous search configuration.
Additionally, the results for the shared search configuration also depend on the recipient's permissions on specific collections and assets. Therefore, the recipient may get different search results than you for the same search configuration.
Lastly, if the sharing user (who created the shared search configuration) is deleted or deletes the saved search, the recipient won't be able to open the link anymore.
You can share your current search configuration (including search
terms, active widgets, criteria and sorting of results) with other
users via the "Share" button at the bottom
of the search panel.
The button opens a new dialog where you can choose between copying the link to the search configuration to your clipboard and sending it via e-mail.
Recipients need to have an active CELUM Content user to log in with, and also need to be able to access the Nova UI.
Search configuration depends on user permissions and status
When the recipient opens the link, the search is immediately executed using the recipient's permissions. If the recipient does not have permissions to see any of the active widgets (respectively, their underlying metadata fields), an error message is shown and the search can't be executed. Instead, the recipient will see their own previous search configuration.
Additionally, the results for the shared search configuration also depend on the recipient's permissions on specific collections and assets. Therefore, the recipient may get different search results than you for the same search configuration.
Lastly, if the sharing user (who created the shared search configuration) is deleted or deletes the saved search, the recipient won't be able to open the link anymore.
You can rename your saved search configurations in both the "Save filter settings" and "Load filter settings" dialog if the initially chosen name no longer reflects what the saved configuration represents.
Hover your cursor over a saved configuration. A small "Edit"
icon
appears.
Click on the "Edit" icon.
Enter a new name.
Click the "Save" icon
or press ENTER on your keyboard.
This feature is especially useful when the saved search in question is used in a Library.