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Saving Searches

Written by Charlie Troccaz
Updated over 3 weeks ago

No matter the modules, to avoid having to reconfigure the same search criteria (key words, filters, sorting, and display), you can:

  • save a configuration of search criteria (e.g.: Key words = Developer AND Javascript, Availability: ASAP, Mobility: Ile-de-France, Display: List ...)

  • name these searches to easily find them (e.g.: "Java developers available in Paris")

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Save a search

It’s very simple. Just go to the relevant module, perform your search, then click Save the search.

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Tip

Feel free to use the Period filter > Dynamic period so the search remains dynamic and the period evolves over time (past, present, and soon future periods).

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Share a saved search

You can share your saved searches with other people to structure everyone’s searches. Thus, agency/team managers can create searches and share them with the right people to avoid duplication.

How to share a search?

When saving/displaying the saved search, you’ll see a "Sharing" section appear. You can then select the people with whom you want to share your search:

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Once shared, searches are accompanied by an icon to their right:

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💡I don’t see the "Sharing" field, why?

To share your searches, your administrator must grant you the right. Please contact your company’s BoondManager administrator and invite them to consult the "Search rights and administration" section of this article. We have detailed the necessary rights and how to grant them.


Edit a saved search

To edit a search, you must:

  1. Edit your filters according to your new needs

  2. Open the dropdown menu of saved searches

  3. Click the pen to the right of the view to update

  4. Rename the search if needed

  5. Check Replace search criteria with the current search

  6. Save

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Delete a saved search

Here’s how to proceed:

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Search rights and administration

Rights required to share searches

Administration > Managers / Roles > Role card or Manager card

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3 options are available to you:

  • Edit your saved searches
    This is the current behavior. It allows the user to create personal saved searches

  • Edit and Share your saved searches
    This allows the user to create searches and share them (only their own)

  • Edit and Share all saved searches
    This allows the user to create and share all saved searches (whether or not they created them)

Managing shares

As an Administrator, you can manage shares.

For this, a new section has been made available to you in Administration.

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From this section, you’ll see all saved searches and you can edit/update the people who can view them.

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