Emailing a Saved Search
You can email the results of a saved search to yourself. You must have permissions granted by the administrator to do this.
Emailing a Saved Search
| 1. | Within the Service Desk Console, open the workspace for which to email records to yourself. |
| 2. | Click Saved Searches. The list of saved searches appear. |
| 3. | Click Email next to the search criteria to email. You do not see the icons if your role does not have permissions. |
Saved Searches List Showing the Email Button
The Save As window appears.
| 4. | Click OK. The file is sent to the logged-in user email address. |
Giving Roles Permission to Email a Saved Search
Users with administrator rights can perform this procedure.
| 1. | Within the Configuration Console, open the Roles and Permissions workspace. The list of roles appears. |
| 2. | Select the role to have email permissions. The Role Details page appears. |
| 3. | Select the System Permissions tab. |
| 4. | At the bottom of the page, check Allow Email to yourself from Saved Searches. |
The users for that role see the email icons on the Saved Search page after they refresh or login again.