Creating and Using Search Favorites

It is very common for a user to execute the same search more than once during the work day, or through the life cycle of a project. For example it might be useful to search for all assets created by a specific user, or to find media created during a particular date range. To address these workflows, ACC allows you to save and execute frequently used searches as Favorites.

As shown in the following illustration, favorites are divided into two categories:

• Personal: Appearing in the list under the My Searches category, personal searches are created by individual users and they are not included in the list of Favorites for any other user.

• Public: Created by users associated with the Workflow Administrator role, public favorites are available to all users.

Favorites are displayed in a list view. Personal favorites appear first in the list under the My Searches area, followed by public favorites.

In addition to creating detailed, customized favorites, you might also consider saving one or more favorite forms. A form is a favorite that contains search terms, but no values. Forms allow you to execute the same search format repeatedly without having to build a search from scratch every time. Any search pill that includes a term with no value appears in the search as an “outlined” search pill (no fill color). In the following illustration, "Form-1" is an example of this type of favorite. The Between term is saved with no "end" value.

n This version of ACC allows each user to create a maximum of 99 favorites. If you attempt to create additional favorites, you are prompted to delete an existing favorite first. Workflow Administrators can create an additional maximum of 99 public favorites.

Creating a Search Favorite

The following process describes how to create a new search favorite. When you create a favorite, the following fields and view options are included:

• Terms added to the Search header

• Matching options for the terms

• Filters

• Current state of the Results area: view type (list or card), columns (width and position), sort order, display options, and more.

• If you save a favorite with the Auto-Refresh option enabled, the favorite displays the auto-refresh icon to the right of the name. For more information on this feature, see Refresh Search.

Favorite searches are associated with your ACC user account and not with your local workstation. If you work in an environment with multiple workstations, you can create a favorite on one PC, and then move to another PC later in the day — your favorite search list follows you to the next session and workstation.

n You cannot create a favorite from a Simple search that uses the Search by Image feature.

To create a favorite using the sidebar:

1. Create a search using any combination of phrases and filters.

2. (optional) Customize the view of the Results area.

   Since the look of the Results area is saved with your favorite, you might want to take a moment to make sure that the sorting and display options are configured optimally for future use of the favorite.

3. (if necessary) Click the Favorites button at the top of the Search app sidebar.

4. Click the “Create a New Favorite” button.

   The New Favorite window appears. Note that the "Make this favorite search public" check box is only shown for users assigned to a Workflow Administrator role.

   

5. Enter a custom name. The name is limited to 100 characters.

   If the name exceeds 100 characters, the name is shortened and a corresponding message appears.

   

   You are not required to create a unique name for each favorite. If desired, you can have multiple favorites with the same name.

6. (optional for Workflow Administrators) Enable the “Make this favorite search public” check box to make the favorite public.

7. Click the Create button to save your new favorite.

   Alternatively, you can click Cancel to abort the process.

Using a Favorite Search

After you create one or more favorites, you can use the following process to execute a favorite search. Note that the selection of a favorite does not persist from one session to another: after signing-in again, the Search app is shown without favorite applied.

To use a search favorite:

1. (if necessary) Click the Favorites button at the top of the Search app sidebar.

2. Click on one of the favorites in the list to execute a search.

   The Search header is updated to reflect the favorite search. If the Search header included terms from a prior search, those terms are cleared when the favorite is loaded.

Editing a Favorite Search

After you create one or more favorites, you have the option of editing the following values:

• The name of the favorite.

• (Workflow Administrators only) The public / private status of the favorite.

If you are a Workflow Administrator and you edit a public favorite, the changes are propagated to other users the next time that they refresh the Search app user interface.

To edit a favorite:

1. (if necessary) Click the Favorites button at the top of the Search app sidebar.

2. Right-click on the favorite and select Edit Details from the context menu.

3. In the Edit Favorite dialog box, alter the parameters of the favorite:

   • (optional) Enter a new name.

     n The name must not exceed 100 characters.

   • (optional for Workflow Administrators) Enable or disable the check box for the public search option.

4. Click the Save button to save your changes.

   Alternatively, you can click Cancel to abort the process.

   A public search is moved to the top of the Public searches area. If you made the search private, it is moved to the top of the My Searches area.

Reordering Favorite Searches

When you create a new favorite, it appears at the top of the list of the My Searches area.

After you create two or more favorites, you can reorganize the order that the favorites appear in the list using a simple drag and drop operation. Alternatively, you can use this same process to move favorites from one folder to another.

n Reordering favorites in Public Searches and moving favorites between My Favorite Searches and Public Searches is not supported.

To reorder the list:

1. Right-click on a favorite or in the space below the Create a New Favorite button and then click on the Manage Favorite Searches option in the context menu.

2. Do one of the following:

   • Click and drag a favorite to a new position or folder.

   • Click the check box to the left of one or more favorites and drag the selection to a new position or folder.

     If you select the check box of at least one favorite, a number appears in Manage Favorites header and in the top-right corner of image during the drag action.

     

3. Release the mouse button to add the favorites to the new position or location.

Deleting a Favorite Search

ACC allows you to delete a single favorite or multiple favorites simultaneously. You can use the following procedures to delete one or more favorites.

n Standard users can delete favorites from the My Searches area. Only system Workflow Administrators have the ability to delete Public favorites.

To delete a single favorite search:

1. (if necessary) Click the Favorites button at the top of the Search app sidebar.

2. Right-click on the favorite and select Delete Favorite from the context menu.

   A confirmation window appears.

3. Click the Delete button to confirm the removal of the favorite.

   Alternatively, you can click Cancel to abort the deletion process.

To delete multiple favorite searches:

1. (if necessary) Click the Favorites button at the top of the Search app sidebar.

2. Right-click on a favorite or in the space below the Create a New Favorite button and then click on the Manage Favorite Searches option in the context menu.

3. Click the check boxes to the left of all favorites that you want to delete.

   You can select multiple favorites within the same folder or group, but after you select a favorite in one group, you cannot select a favorite in any other folder or group. For example, you cannot select a favorite in My Searches and a public folder simultaneously.

4. Click the Delete button at the top of the list.

   A confirmation window appears.

5. Click the Delete button to confirm the removal of the favorite.

   Alternatively, you can click Cancel to abort the deletion process.

6. Click the green check mark at the top of the list to exit edit mode.

Creating a New Folder

In addition to creating individual favorites, you can create folders within each favorite category to better organize and manage your saved searches. Nested folder structures are also supported, allowing you to create multiple folders within folders.

Folders are identified by the icon of the category in which they are created.

n Each user is allowed to create a total maximum of 99 folders in the Personal category. If you attempt to create additional folders, you are prompted to delete an existing folder first. Workflow Administrators can create an additional 99 folders in the Public category.

To create a folder:

1. (if necessary) Click the Favorites button at the top of the Search app sidebar.

2. Right-click on a favorite or in the space below the Create a New Favorite button and then click on the Manage Favorite Searches option in the context menu.

3. (optional) Click the box to the left of one or more favorites to automatically move the selected favorites into the new folder.

4. Click on the New Folder button.

   The New Folder window is displayed.

   

5. Enter a name for the new folder.

6. Click the Save button to save your changes.

   The new folder is created at the top of your My Searches area.

   Alternatively, you can click Cancel to abort the process.

7. Click the green check mark at the top of the Favorites list to exit edit mode.

Renaming Folders

You can rename folders at any point.

To rename a folder:

1. Right-click on your custom folder and select Update Folder from the context menu.

2. Enter a new name for the folder.

3. Click the Save button to save your changes.

   The renamed folder remains in its position.

   Alternatively, you can click Cancel to abort the process.

Deleting a Folder

If you want to delete a folder, you can do so through the Favorites tab in the Search app sidebar. When you delete a folder, you also delete all favorites and sub-folders within the folder.

n You can delete one folder at a time only.

To delete a folder:

1. Right-click on the folder and select Delete Folder from the context menu.

   A Delete Folder and Enclosed Favorites confirmation dialog appears.

   

2. Click the Delete button to confirm the removal of the folder.

   Alternatively, you can click Cancel to abort the process.