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Managing Saved Searches

If you create a search query that you find especially helpful, you can save it so that you can use it at a later date. These searches are stored in the vertical toolbar and you can access them at any time.

You can save each unique query once. After it's saved, you can edit some basic information about the saved search.

Saving Search Queries

Each time you create a new saved search, it's automatically stored in IdentityNow.

To save a search query:

  1. Sign in to IdentityNow and go to Search.

  2. Enter your search query that you want to save and run the query

    Click Save Search.

    The Save Search window appears.

  3. Enter a name and description for your saved search, then click Save.

    Your saved search appears in the vertical toolbar under the heading Saved Search Queries.

    To run this search and view the results of the query, including the columns displayed at the time you saved it, click the name of the query in the vertical toolbar.

Viewing and Editing Saved Searches

You can view the details of your saved search, including its name, description, and other settings.

Note:

The search query you saved isn't editable. To save a different search query, create a new saved search.

  1. Sign in to IdentityNow and go to Search.

  2. In the toolbar, click the Star icon to access your saved searches.

  3. Click the Menu icon next to the saved search you want to view and click View.

    The details of your saved search are displayed. You can click Edit to make changes to the name or description of this search or Delete to delete the saved search.

    Once you have completed your changes, click Update.

Subscribing to Saved Searches

You can configure IdentityNow to generate automatic emails on a regular schedule that contain the results of a search query. You can define how often these emails are sent and who they are sent to. Each saved search can have up to 10 subscriptions configured.

To subscribe to a saved search:

  1. Click the Star icon next in the side menu in Search to view your saved searches.

  2. Click the Clock icon next to the search you want to subscribe to, and click New Subscription.

    When you hover your mouse over the clock, you'll see the View Subscriptions tooltip. This is visible even when there are no subscriptions saved for the search. Click the clock icon and click New Subscription.

    A Welcome to Subscriptions page is displayed.

  3. Select a time zone for this search subscription and click Next.

  4. Choose a schedule for your subscription. The following options are available:

    • Daily - Select the times of day you'd like to receive an email about your subscription The times you select will show up on the right next to the drop-down. Click the x next to the time to remove it from the list. Daily is the default option.
    • Weekly - Select the days of the week and times you'd like to receive an email about the subscription using the checkboxes. The times you select will show up on the right next to the drop-down. Click the x next to the day or time to remove it from the list.
    • Monthly - Select the numerical days of the month and times you'd like to receive an email about the subscription using the checkboxes. The days and times you select will show up on the right next to the drop-down. Click the x next to the day or time to remove it from the list.

    You can only use one schedule option at a time. For example, if you start with a weekly schedule but move to monthly, your weekly subscription will end.

    Click Next.

  5. On the Information page, define the details used to create the email subscription including Name, Description, and the following other options:

    • Other Subscribers - You are automatically subscribed to subscriptions you create. You also can add other people who'll receive the email subscription.
    • Add a detailed summary of results to the report - This causes detailed information about your identities and access data to be included in the email generated by this subscription.

      Caution:

      Including these details in an email could present a security risk.

    • Send the report even when no items match the query - Select this checkbox if you want to receive subscription related emails even when there are no results to report.

  6. Click Subscribe.

You can edit this subscription at any time. Click its name in the drop-down list under the clock icon in the list of saved searches, then click Edit.

While viewing this subscription, you can disable or delete it by clicking the menu icon. A disabled subscription doesn't send emails to any recipients. It can be enabled again if needed.

You can review and make changes to the email users receive. See Search Subscription Notification Email Template for details.