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Saved searches can be scheduled to run automatically and distribute the results to yourself and/or other users. This is great for weekly or monthly reporting.

To Schedule a Search

1. Expand the saved search.

2. Click Edit Favourites.

3. Click the Schedule tab.

4. Tick Enable.

5. Fill out the frequency and time.

6. Choose who you want to distribute the search to.

7. Choose what form type you want to use as the delivery mechanism. Normally its a General Correspondence but you may have a specific report form on you project.

8. Choose how the results are included on the form. 

    a. Body of the form. The search results are embedded in the Form. Best if you only have a few columns in the search layout.

    b. As an excel attachment to the form. Great for large search layouts.

9. Click Save.

Report on Documents Created the Scheduled Search

You are able to see the execution history of saved searches that run on a schedule.

Navigate to the Schedule tab of a saved search.

Click on Schedule History.

This report will display a list of all the times this schedule ran and record all forms that were created as part of running the schedule. 


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