What’s new?
Searching - Show search criteria for current users when reopened
Searching - Show search criteria for current users when reopened
Terminology:
an ad-hoc search is performed by opening one of the search forms from within the Search nav submenu
the Search Name is a new piece of text that appears within the search forms indicating whether or not a saved search has been loaded.
Search window updates on the criteria below
Never Run a Search before
If the user has never clicked Run Search on an ad-hoc search of a particular type before, when they open that ad-hoc search form (i.e. this may be the first time ever but could also be if the user has previously opened the form but never got as far as clicking Run Search') then:
the form does not display any search criteria by default [previous behaviour meant it would sometimes load criteria from a different user's previous search]
the Search Name displays Search Name: [new] (i.e. to indicate that the current search is brand new and not preloaded)
Has run a Search previously
If the user has previously clicked Run Search on an ad-hoc search of a particular type, when they open that ad-hoc search form the next time, then:
the form reloads the criteria that were used in the previous search
if the previous search was a saved search, then the Search Name displays Search Name: Test [shared] where Test is the name of the search and [shared] only appears if it is a shared search
if the previous search was not a saved search, then the Search Name displays Search Name: [new] (as above)
Clicking 'New' on Search form
If the user has opened an ad-hoc search form and clicked New, then:
the current search criteria are cleared
the Search Name displays Search Name: [new] (as above)
Clicking ‘Saved Searches’ on Search form
If the user clicks Saved Searches then:
a dialog opens allowing the user to load a saved search
the dialog shows all saved searches (i.e. those previously saved using Save or Save As) owned by the user or shared with the user
if the user selects a saved search then its criteria are loaded into the search form, replacing anything that was previously there, and the Search Name displays Search Name: Test [shared] (as above)
if the user deletes the saved search that is currently loaded in the search form (using the X button in this modal) then the criteria in the search form are cleared and the Search Name displays Search Name: [new]'
Clicking ‘Save’ on Search form
If the user clicks ‘Save’ then:
if the user currently has a saved search loaded then:
if the currently loaded saved search is shared then
if the user has the Permission to update/delete shared searches permission then the user is prompted to update the saved search with the current criteria by a Yes/No message box containing a message of the form:
This search is shared with all by John Smith.
Please note: updating this shared search will update it for all the users it has been shared with, including the owner of the search.
Are you sure you want to update it?if the user does not have this permission, then an error message You do not have permission to update shared searches is displayed, with an OK button
if the currently loaded saved search is not shared then it is updated with the current criteria without further prompting
if the user does not currently have a saved search loaded (which will also be indicated by the Search Name: [new] text as above) then this button behaves in the same way as Save As.
Clicking ‘Save As’ on Search form
When the user clicks Save As, then
They are prompted for a name to save the current criteria as a saved search and can optionally set it to shared
if they click ok to close the dialog then the Search Name displays Search Name: Test [shared] (as above)
Clicking 'Run Search on Search form'
When the user clicks Run Search, then
if a saved search is currently loaded that is not shared then the current criteria are saved against that saved search (this happens automatically without any prompt)
if a saved search is currently loaded that is shared then the criteria are not saved
the form then closes, and the search results are displayed based on the current criteria
Special Options to open the Search form
If the user has used one of these special options to open a search form:
Search ; Contacts ; click Include Client Criteria
Search ; Work History ; click Include Job Criteria
Any of the following (all of these are considered the same option):
Scheduler 1.0 ; Job tile ; 3dot ⠇; Applicant Match ; click Open applicant search
Scheduler 2.0 ; Job tile ; 3dot ⠇ ; Applicant Availability Match ; click Open applicant search
Search ; Applicant Availability ; click Open Applicant Search
Canvassing ; Candidate Care ; Toolbar ; Search ; click Add Search Criteria
Jobs ; Contract Jobs ; Toolbar ; Search ; Applicant Availability Match ; click Open applicant search
Jobs ; Permanent Jobs ; Toolbar ; Search ; Applicant Availability Match ; click Open applicant search
When the search form opens:
the Search Name text is hidden (including the label)
if this is the first time the user has used this option then the form displays no criteria
if the user has used this option before (i.e. opened the form using the relevant nav steps above then clicked Return) then the criteria from the previous time the option was used are displayed
Searching for Applicants based on a Job:
If the user has used one of these special workflows to search for applicants based on a job:
Jobs ; Contract Jobs ; Toolbar ; Search ; Applicant Match
Jobs ; Permanent Jobs ; Toolbar ; Search ; Applicant Match
Scheduler 2.0 ; Job tile ; 3dot ⠇ ; Applicant Search
When the applicant search form opens, then:
a set of criteria are generated based on the details of the job and loaded into the form
the Search Name displays Search Name: J1234 (where J1234 is the job ref from the job)
this special J1234 search is never loaded automatically when subsequently performing an ad-hoc search but the user is able to use Save As to copy the search to a normal saved search, which would then behave in the normal way
note also that Save will behave the same way as Save As when one of these special searches are being displayed, in a similar way to when a new search has been created