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## Saving and Editing Finds

Saving Finds

If you routinely need to locate particular types of items in a catalog, you can name and save a Find that will retrieve those items.

Your saved finds appear in the Saved Finds pop-up menu in the Find window. Whenever you want to use a Saved Find, choose its name from the menu or click the Find icon on the Toolbar.

Tip: Saving Finds requires Publisher or higher level access to the open catalog.

To Save a Find:

1. Set up your search in the Find window.

2. Choose “Save As&ldots;” from the Saved Finds pop-up menu.

3. Type a name for the new definition in the “Find Name” dialog box that appears.

4. Click “OK” to return to the Find window.

   Portfolio stores the search definition you just created in the catalog.

### The Default Find

Each time you open the Find window (or choose “Default” from the Saved Finds pop-up menu) Portfolio populates the search fields and pop-ups with the attributes specified in the Default Saved Find. You can edit the Default Find so that it will retrieve the items you use most often.

To change the Default Find:

1. Open the Find window and set up the search fields as you want them to be by default.

2. Choose “Save as Default” from the Saved Finds pop-up.

— or —

1. Select “Default” on the Finds palette, choose Edit Find from the fly-out menu, then choose “Save as Default” or “Save” from the Edit dialog.

2. Set up the search fields as you want them to be in the default find.

   You can change the Default Find as often as you want

### Editing Saved Finds

You can change the search parameters of your Saved Finds, rename them, duplicate, or delete them.

Note: To create a Default find, open the Find dialog, then set the find criteria. Select “Save as Default” from the pop-up menu.

To change the attributes of a Saved Find:

1. From the Find window, choose the Find you want to change from the Saved Finds pop-up menu.

   The criteria for the selected Saved Find will be displayed in the Find > Criteria tab (Mac OS) or Find window (Windows).

— or —

1. From the Finds palette, choose the Find that you want to change.

2. Choose “Edit Find” from the fly-out menu.

   The Find > Criteria tab will be opened with criteria for the selected Saved Find displayed.

3. Modify the search criteria and choose “Save” from the Saved Finds pop-up menu.

   The new search criteria are applied to the Saved Find.

To Rename, Duplicate, or Delete a Saved Find:

1. From the Find > Criteria tab, choose “Edit List&ldots;” from the Saved Finds pop-up menu.

   The “Saved Finds” dialog box appears.

2. From the list, select the Saved Find that you want to edit.

3. Click the appropriate button to Rename, Duplicate or Delete the Find.

4. Click “OK” to return to the Find window.

   The changes are made to the Saved Find.

— or —

1. From the Finds palette, select the Find that you want to rename or delete.

2. From the fly-out menu, choose Delete Find... or Rename Find... depending on what which task you want to perform.