When working on a specific set of records, located by means of a saved search; those records can be made immediately accessible by creating a portlet based on the saved search. The portlet can be located on your home screen or any group screens where you are an administrator of the group(s).
Access your saved searches
In the History section of the left side navigation bar, click on 'Saved searches' to display your 'My saved searches' screen then
click on the edit icon of the desired saved search to display it in edit mode.
In edit mode, click in the 'Portlets' field to display a drop down list including Home and group(s) of which you are an administrator - from which you can select the loction(s) to create a saved search portlet.
From the dropdown list, click on Home or a group name - on which screens you want to create a saved search portlet. To select an additional location, click again in the Portlets field and select as desired.
You will always have the option to create a search portlet on your home screen.
Additionally, if you are the administrator of any RM Workspace group(s), you will also have the option to create a search portlet on screen for those groups.
Tip: A saved search portlet can be created in multiple screens; on your home screen as well as on any group tab screens if you are the administrator of those groups. However a saved search portlet may be displayed only once on any screen.
to exit the edit screen without making any changes.