RE: Saved Search from CSV Data



I’m hopeful for a way to do this that i’m not familiar with..


I have an employee asking for a saved search to be generated from data on a CSV that was previously generated, this includes Internal ID’s – is there a way to generate a Saved Search or some type based off the data in this CSV?


I know Importing is an option but I don’t want to change the records, I just need more data than this document provides.

JJacobs Beginner Asked on April 30, 2020 in Administration.

To clarify… Are you asking if the results from Search A can be used as criteria in Search B?

on May 26, 2020.
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2 Answers

This is probably not possible without adding a checkbox, and importing a CSV update to flag that checkbox.

Even then – the person is probably asking for the same criteria.

You might be better off looking at the file name (assuming it has not been changed), and then searching through saved searches that start with the same word until you find the one that matches.

Advanced Answered on May 1, 2020.
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