Saved Queries allow users to save search criteria and additional formatting options to keep your data just the way you like it.
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For example in the below screenshot we have a saved query applied for the Environment History Report called Production. This Saved Query applies a filter on Environment for “Prod“ “prod“ and sorts on the Requested On column.
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2️⃣ Click on the Select a saved query dropdown and click the Add Create Saved Query button.
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3️⃣ Give your Saved Query a meaningful name. This is how you will identify it later.
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This will open a popup where you can provide a name for your Query as well share it and/or create an automated export.
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At any point, we can now return to this table and easily apply this Saved Query.
Sharing a Saved Query
A Saved Query can be shared in 2 ways:
Sharing with specific groups
Any user a Saved Query is shared with can select it, view it, and optionally subscribe to it (see below).
Global Share
Checking the global option for sharing will share it with all FlexDeploy users. This will also disable the Group Share since it becomes redundant.
Once a Saved Query is shared it will show up in separate Shared With Me section in your list
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What can users do with a Shared Saved Query? Once a Saved Query is shared, non admin users will be able to view and subscribe to the query but they will not be able to modify it in any way. Admin users on the other hand can edit and modify it as well. |
Automating Saved Query Exports via Subscriptions
Certain views, such as Reports, allow configuring Saved Query Subscriptions (automated scheduled Exports available in CSV or PDF format). There are a few configuration options for subscriptions that are outlined below:
Allow Subscriptions
Before you or users the Saved Query is shared with can subscribe, subscriptions must first be enabled by the owner or an Admin the Saved Query is shared with.
Format
The format of the export, available options are csv and pdf. Note PDF has a 15 column limit.
Cron Schedule
The cron schedule will define how frequently the export is sent out to all subscribers.
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Relative Datetimes in Subscriptions Under most circumstances it is beneficial to add a Relative Date Time filter to your Saved Query that aligns with your Cron interval. This ensures the export will only contain new rows since the last time the export was sent. This can be done by using the Relative option on any datetime field. |
With Subscriptions allowed for the Saved Query, users can subscribe by clicking the 
button on the Saved Query. Admins will see the subscribe option available in the Edit Popup.
Should the resulting data set be empty the Query Export will still be sent with an empty PDF or CSV file.
Modifying a Saved Query
1️⃣ In order to modify a Saved Query it must first be selected.
2️⃣ With the Query selected, modify the filters, sorts, and columns as you normally would.
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Notice the query name is now italic For Docsundo/save buttons that appear.This indicates changes have been made to the query.
3️⃣ Click on the Save Icon to the right of the Saved Query dropdownto save your changes.
Alternatively you can also undo the changes by clicking the Undo Icon to the left. This will reset the Saved Query to its original state.
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Pro TipYou can easily duplicate queries by simply selecting the one you wish to copy and then clicking the Add Create Saved Query button again and providing a new name. |
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1️⃣ To change the name of a Saved Query click the Select a saved query dropdown
2️⃣ Click the menu options on the right side of the Query you want to rename
3️⃣ Select the rename option and provide a new name
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Recommended ReadingTake a look at the Data Table documentation to learn how to get the most out of Saved Queries. |
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Can you share Saved Queries?
While this is on our roadmap, you can not presently share Saved Queries across usersYes! Since @8.0.0.0 Saved Queries can be shared with 1 or more groups via the Create/Edit popup.
My Query shows as dirty even after undoing changes
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