Saving Search Fields as Presets

Save a search field you have defined, creating an Insights Preset for you and your colleagues to revisit at a later stage.

After the effort to define your search field using the Casual SearchPower Search and filters, it is time to save your search field by clicking Save As in the Insights Presets dropdown.

Add a meaningful title and description to your Preset, and most importantly, add Explorer elements that you want to attach the Preset to. This will allow you and your colleagues to choose those Presets in the Signals Feed of the Element profile. If you used Elements in the casual search, these will be preselected.

⚠️ Note that the search fields you save will be visible to any user in the current Workspace.

Updating an Insights Preset

When changing the definition of a Preset, you will see an (Edited)-message appear behind its name. This means that there are unsaved changes. You can now choose to overwrite the Preset with the changes by hitting Save in the Insights Presets dropdown, or you can create a new Preset by hitting Save As.

If you want to change the information for a Preset or want to delete it, open the Insights Presets dropdown, hover over the item, and click on the pen or bin icons.

Pinning Signals

After saving a search as an Insights Preset, you are able to pin Signals to it in order to mark them as relevant for the search, and revisit them at a later point. Pinned Signals are visible to all users of the Workspace.



Learn More:

How to use the ITONICS Insights features