A search template is a predefined search in which you can change certain search values each time you run it. For example, a search template could search for invoices dated this month for the customer you choose. You could run the search template to retrieve invoices for numerous different customers.
To create a search template:
Run an advanced search (see Run an advanced search), and select the properties, and values to include in the search template. You must select at least one property, and value combination.
To include a property for which the user will set the search value, set a temporary value for that property. You can make that property editable later in this procedure.
From the search results page, click Save template
.Type a name for the search template.
To allow other users to access this search, select Make this search available to others.
To allow users to change values for a property, use the arrow to move that property to the Input fields box.
To keep a user from changing the value of a property, leave the property in the Fixed values box.
Click Save.