On This Page

Overview

The Policies list displays all policies that have been created in the application. The search options allow you to quickly find a policy in the list. In addition, you can save searches so you can quickly execute the same search again later.

Searching for Policies

1. Type your search criteria in the Search policies field.

2. Press ENTER.

3. The Policies list will display only the policies with a name that matches the text you entered.

4. Click Clear filters to clear the search. This displays all the policies again and allows you to begin a new search.

Saving a Search

You can save a search so you can quickly execute the search later.

1. Type your search criteria in the Search policies field.

2. Press ENTER to execute the search.

3. Click Save search.
   
   

    

4. Give the search a name.

5. Click Done.
   
   

Using a Saved Search

1. Click Filter by.

2. Under Saved searches, select the search you want to execute.
   
   

Managing Saved Searches

1. Click Filter by.

2. Click Manage. This displays the Manage custom searches modal.

3. Click Edit next to the search you want to edit.
   
   

    

4. Edit the search name and click Done under the search name field.
   
   

    

5. Click Done on the Manage custom searches modal.

Deleting Saved Searches

1. Click Filter by.

2. Click Manage. This displays the Manage custom searches modal.

3. Click Edit next to the search you want to edit.

4. Click Delete Search.

5. Click Done on the Manage custom searches modal.