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pVault® Help

Navigation: APFlow™ Module > Invoice Search

Saving the Search and Running a Previously Saved Search

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InvoiceSearchSaveSearchscreen-mh

 

 

InvoiceSearchSavedSearchesfields-mh

 

Once a search is created, it can be saved.

 

Note: Saved searches are user-specific.

 

With search criteria entered in the Search Criteria pane, click Save Search (InvoiceSearchSaveSearch-mh).

 

 

New Saved Search

 

If the search is being saved for the first time, the following Save Search dialog box displays:

 

InvoiceSearchSaveSearchdialog-mh
 

Enter a name for this new search.

Click OK.

 

 

Previously Saved Search

 

If a previously saved search was modified and then saved again, the following dialog box displays:

 

InvoiceSearchSavemodifiedsearchdialog-mh

 

Click Yes if the modified search should be saved and the previously saved version overridden.

 

If a previously saved search was modified but not saved, the following dialog box displays:

 

InvoiceSearchChangetoSavedSearchnotSaveddialog-mh

 

Click Yes if the modified search should be saved.

 

 

Running a Previously Saved Search

 

To run a previously saved search, in the Saved Searches field, use the dropdown similar to the following to select the saved search:

 

InvoiceSearchSavedSearchesfielddropdown-mh

 

Then click Search (InvoiceSearchSearchbutton-mh).

 

You can click Clear Search (InvoiceSearchClearSearchbutton-mh) when a saved search criteria is visible. It will clear the search criteria for you to create a new search. The saved search template will still display in the Saved Searches field dropdown.

 

 

Version 2024.01.36 1/30/2025
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