Finding records > Managing saved find requests

Managing saved find requests

Whether a saved find or recent find is available to a user depends on the account that is used and the table that the layout is based on, including any related tables that are referenced in the find criteria.

Users signed in to externally defined accounts that are in the same group will see their own lists of saved and recent finds. You can clear saved finds for such accounts that are no longer active.

To edit, duplicate, or delete a saved find:

1. In the status toolbar, click the down arrow next to Find (Windows), or click and hold Find (macOS). Then choose Edit Saved Finds from the list.

2. Specify options for the saved find.

See Saving a find request.

To delete all saved finds for a user in an externally defined group:

1. Follow the steps in Creating and editing account access to open the Manage Security dialog box and select an account access entry for a group.

2. In the details pane, click User Data.

3. In the Manage User Data for External Account dialog box, select the account name and data you want to delete.

4. Click Clear.