** NEEDS REVIEW ** Legacy Custom Searches

Prev Next

COBBLESTONE SOFTWARE

Contract Insight — User Guide

Legacy Custom Searches

11. End Users: Ad-Hoc Reports/Searches › Ad-Hoc Report List › Legacy Custom Searches

Note: Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

1. Overview

The legacy wiki describes a Legacy Custom Searches section for re-running reports and searches originally built in an earlier system version, with only limited editing (email schedules, sharing permissions) allowed since they could not be recreated in the old format. No screen carrying that specific name was found in this QA environment during this review. The closest live equivalent is Saved Searches on the Search Engine page (search-engine?q=...), where a user can Save this search and later re-run it from a Saved Searches or Recent Searches list; this is functionally similar to returning to a previously built search, though it is part of the current Search Engine rather than a separate legacy area.

 

2. Key Elements

  • No screen named "Legacy Custom Searches" was located in this QA environment
  • Saved Searches on the Search Engine results page (Save this search / Saved Searches / Recent Searches) is the closest current equivalent for returning to a previously run search
  • This entry documents the gap honestly rather than describing a legacy screen that could not be verified live