Saved Searches allow you to search for content using predefined search criteria. This prevents you from having to type in complex search queries or remember exactly how to find content that you use more often.
To use a saved search, select the floppy disc icon on the left side of the screen.
Let’s take a look at the company-defined saved searches. Each saved search is organized by “search groups.” These groups allow users to quickly find the type of saved search they are looking for. We will click here on Architecture, and then Fire-Rated wall.
This is a saved search where the admin has identified a set of families here that may be less intuitive to find using the other search methods (for example, there isn’t a fire-rated wall tag or the file name doesn’t include the words fire-rated wall).
An admin has pre-identified which libraries this applies to, filtered categories, excluded items, and more. This prevents you from having to remember which library or which model categories certain families belong to or even which tag to search for.
Company Saved Searches
You’ll notice that there are two tabs in this Saved Searches section: “Company Saved Searches” and “My Saved Searches.” The company saved searches are created by an admin and are visible across the company. The My Saved Searches tab features saved searches created by you and visible only to you.
How to Create Saved Searches
Let’s go over how to create a saved search.
There are two different methods that you can use to create a Saved Search.
The first method is by saving directly from a search. To get started, click on the magnifying glass icon on the left side of the screen.
From here, you can create a search query that gets you the specific results you would look for and could then save that search criteria for future use.
Let’s say you want to search for content with the DIV 23-HVAC tag.
The results of this particular search include system families, drafting views, and models. But maybe you’d like to narrow your search a little more. To do this, you could add “piping” to your search query.
That narrowed the results considerably, showing all piping content that is tagged with DIV 23-HVAC.
Like we did in an earlier example, we will filter our search results to only include drafting views. To review your drafting view results, you can hover over each image to enlarge the view to ensure that you’ve included the correct content.
Once you’ve filtered your results sufficiently, you can click on the floppy disk icon on the top right of the screen to save your search.
You can then give this search a name. UNIFI has already completed many of the other fields based on your search criteria.
You can edit any of the fields as needed including defining which libraries you want to search. For example, if you find searching all libraries a little too expansive, you can select only the libraries you’d be interested in.
You are also able to indicate specify your Search Fields & Revit parameters:
You can then select the group this search is for. All groups ending in “(Company)” are accessible to all within your company, those without “(Company)” are your personal saved searches.
For example, let’s say that you’re saving a “Piping Details” search, but don’t really have a piping group. To create one, click on the Plus sign next to the Select Group section.
Type in the group name (in this case “Details”) and then select Ok. Creating groups this way is only applicable to User-defined Saved Searches.
You can also add new filters, thus making sure that you only have content that is rated 3 stars or more if you so choose.
You can identify particular categories, file types, and even original authors.
You can modify the search so that you are only looking at your favorites.
You can automatically exclude certain items by indicating which tag you want to exclude.
You can also create a default sort for the search results. You can sort alphabetically or based on popularity (in other words, how often it’s inserted in your company).
Lastly, you can put a particular image to this search.
Once you’re done, click Save in the upper right corner of the screen.
The benefit of saving from a set of search criteria like this is that the fields are already filled out based on your search.
The second way to create a saved search is to click on the floppy disk icon on the left-hand side of the screen.
Remember, as a standard user, you are not able to create any Company Saved Searches, so let’s select My Saved Searches.
If a group does not exist that you’d like to save your search under, select the plus (+) icon on the top right of the screen to create one.
After your Saved Search group has been selected, select the gray box with the “+” to create a new saved search.
Here you’ll have a blank slate to enter all of your search criteria. When finished, select Save in the top right of the screen.
As you can see, by favoriting content and utilizing the saved searches, you are able to quickly find the content you need.