Save and Share Search Definitions

Defined searches for submissions and proposals may be saved, so that the same criteria can be used for later searches. Editors (with proper permissions) may share their search definitions with selected Editor roles. Search definitions may also be copied and edited.

The following descriptions apply to both Search Submissions and Search Proposals.

Searches that have been saved by the user (or shared with the user’s role) appear in the Search Definition drop-down menu on the applicable search page, Search Submissions or Search Proposals.

All Editors with the selected roles will see the shared search definition in the drop-down list on their Search Submissions or Search Proposals page. Shared searches appear in the list below the user's own defined searches, marked with a separator (--Shared Searches--).

If the search has been saved to appear on Editor Main Menu pages, it will display in all users' lists of saved searches. (There is nothing in this setting to indicate that the link is to a shared search.)

The search permissions (Search all Manuscripts or Search Only Assigned Manuscripts) of each Editor user are applied to the results of a shared search definition.

Saving a search definition

To save a search definition:

Select the desired search criteria and run the search (click the Search button).
On the search results page, click the Save icon.
On the Save Search Criteria page, enter a name for the search configuration (this name appears on the drop-down list of saved searches).
If desired check the box, Show this search in Main Menus; this setting causes the search name to appear in the list of saved searches on the user's Main Menu pages.
When finished, click Submit.

Sharing a search definition

Once a search definition has been saved, it can be shared with other users. (Editors must have the applicable permission to share search definitions.)

To share a search definition:

On the Search page, select the definition to share from the Search Definition drop-down list
Click the Share Selected Search Definition button.
On the Share Search page, check the box next to the Editor Role(s) with which the search definition should be shared.
Click Proceed.

If the search has been saved to appear on Editor Main Menu pages, it will display in all users' lists of Quick Searches. (There is nothing in this setting to indicate that the link is to a shared search.)

Copying and editing searches

Editors can copy shared search definitions and edit the copies. The original definition can be edited only by the individual who created it.