

A saved search is a saved set of criteria that returns the latest documents that meet that criteria. For example, if you want to reference documents that contain the terms "confidential" and "property" and are also marked as Relevant, you can create a saved search with that criteria. However, saved searches can be much more complex.
In Relativity, you can create saved searches by defining custom queries and unique views, as well as by selecting public or private security settings, specific folders to query, and nested sort orders. You can also execute a search on the fly, save it for later use, or perform a combination of these tasks.
Since saved searches are executed in real-time, you save the search definition but not the results. Relativity executes the search each time you click on it in the Saved Searches browser and when you return to it after performing other tasks in the workspace. This functionality ensures that only data meeting the search criteria is returned in the result set. (You can set the Requires Manual Rerun option to control this functionality.)
Note: When you execute a saved search, Relativity first applies the conditions then related items (from the search criteria), then the filters (from the item list). The only exception is when you have nested relational searches, for example, Search A which relies on the results of Search B. In this scenario, Relativity applies the innermost search conditions (in this case, Search B), then the family Search B relies on; it then applies the outer search conditions (Search A), then the family Search A relies on. Finally, Relativity applies the filters from the item list.
You can also use saved searches as the building blocks in other Relativity features. For example, you're required to select a saved search when you create batches, build a dtSearch or Analytics index, define an imaging set, and perform other tasks in Relativity.
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Using saved searches
You need access to all the emails in your workspace that were sent between Jan 1, 2013 and Oct 8, 2014 because they contain many references that are vital to your client's case. You’re going to reference these documents multiple times throughout review, so it’d be nice to have a way to save them and not have to search for them each time. Relativity's saved search feature permits you to do just that.
You go to the saved search browser and create a new saved search. You set the Includes field to Include Family because you need to return files with the same group identifier as the files that meet the field conditions you're about to enter. For the Conditions field, you select the Sent Date field with an Operator of between. For the two Value choices you select 1/1/2013 and 10/8/2014.
When you click Save & Search, Relativity returns only email that fall in the date range you specified, and any reviewer with permissions to this saved search can easily bring up these documents in the saved search browser at any time.
The following security permissions are required to view, edit, and add saved searches and saved search folders:
Tab/Permission | Permission | Description |
---|---|---|
Object Security/Search | View, Edit, Add | Users can view saved searches, edit existing saved searches, and add new saved searches. |
Object Security/Search Container | Edit, Add | Users can edit existing saved search folders and add new saved search folders. |
Other Settings/Browsers | Advanced & Saved Searches | Users can see and interact with the Saved Searches browser. |
On the Documents tab, you can click to view the Saved Searches browser. This browser provides you with features used to create, organize, edit, and perform other tasks with saved searches.
The Search Folder Tree displays the following options:
Note: Relativity displays a permissions denied message if the recipient clicks the link to display the search but does not have access rights to it.
Note: Relativity displays a permissions denied message if the recipient clicks the link to display the search but does not have access rights to it.
The action bar displays the following when a search is selected in the browser:
To filter the list in the saved search browser:
Matching searches and search folders display as you type in their respective folders.
You can also expand the Filter text box and filter on advanced searching fields, including:
Note: To remove your filtering from the list, delete the text that's there or click the X to the right. The list of searches will automatically update.
To access Advanced Search Filtering:
Note: Add or delete permissions must be selected on the Search object for checkboxes to display for the user.
The following mass operations are currently available:
To perform mass operations on saved searches in the saved search browser:
Note: You must expand the search folders before you can check the checkbox for the folder to allow you to examine the searches you will perform a mass operation for.
The number of selected searches appears in the drop-down list to the left of the mass operations multi-select button below. Alternatively, you can select All from the drop-down list to select all searches.
On the saved search form, you can control the visibility of a search by setting the Owner option. New searches are private by default, making them visible only to you and Relativity administrators. In addition to owner access, users must have permissions to the Saved Searches Browser and at least view permissions for Search on the security page.
You can change the visibility of a search by selecting one of these options in the Owner drop-down menu:
Note: You can configure Relativity to make your saved searches public by default. When you create a search, the Owner box will display Public. In My Settings, select Public in the option Default Saved Search Owner.
You define the criteria used for saved searches in the Conditions section of the Saved Search form. You can build complex queries using a combination of fields and operators that are set to required values. For information about the operators available for building these queries, as well as specific options for searching batches and developing combined searches, see Defining criteria for saved searches.
You can organize saved searches by adding them to securable folders that you create and manage in the Saved Searches browser. To work with search folders, you must have the appropriate permissions for Search Folder, Search, and the Saved Searches Browser on the security page.
In the Search Folder Tree, right-click on the root folder to add sub-folders to the browser. Click Create to add a new folder, and name it something descriptive of its contents. To update the folder name, right-click on the folder, and click Rename.
Right-click on a folder under the root to display the following menu options:
To add existing searches to a folder, left click the search and then drag and drop it into the folder. Click OK on the confirmation message.
Note: When you move a search, it inherits the security from the parent folder. You may want to check the security on a folder before moving a search into it.
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