Set up an Active Search

  1. Conduct a search.

    You can't set up an active search from the All Entities search screen.

  2. Select Save (active search).

  3. Enter a title for the search in the field provided.

  4. Enter a description for the search in the field provided.

  5. Specify an expiry date for the search or select the Never expires checkbox to have the search run indefinitely.

  6. Use the Select icon to specify the designations, teams, and users you want notified about the search results.

  7. To specify who can see the search setup:

    1. Select the Visibility subtab.

    2. Select a user or team.

  8. Select Save (active search).