Mapping Integrations to Saved Searches

• Submission Search Filters
• Creating a Saved Search
• Viewing the Saved Searches
• Mapping Integrations to Saved Search
• Deleting a Saved Search

Submission Search Filters

You can specify a search criteria in the Submissions inbox and save the search under a name. Additionally, you can create multiple saved searches and reuse them when utilizing Submission inbox saving you time and effort.

You can utilize a saved search to route a specific group of submissions to an outgoing integration, and the saved search can be mapped to one or more outgoing integrations.

Creating a Saved Search

To create a Saved search, follow these steps:

1. Select a security program from the Go to Security Program or Engagement drop-down.

   

2. Go to the Submissions tab.

   

3. Click on the search bar to select search criteria and then click Save search as.

   

   A pop-up to New saved search will appear.

   

4. Name the search and click Save.

   A Search query saved successfully message will appear.

   

   Clicking on View all saved searches will show all the Saved searches.

   

Viewing the Saved Searches

To view the Saved searches, follow these steps:

1. Select a security program from the Go to Security Program or Engagement drop-down.

   

2. Go to Submissions tab. Click on Saved searches.

   

   A list of all saved searches you have created will appear. In the Saved searches table, you can see the name of the saved search and the search criteria used.

   

3. Click on the search criteria to view the results of a saved search.

   A new tab will populate in Submission inbox with the search criteria applied showing the submission search results.

   

4. Alternatively,you can also view a list of Saved searches by selecting a security program from the Go to Security Program or Engagement drop-down.

   

5. Click on Settings, and go to the Saved searches tab.

   

   A list of all saved searches you have created will appear. In the Saved searches table, you can see the name of the saved search and the search criteria used.

   

6. Click on the search criteria to view the results of a saved search. A new tab will populate in the Submission inbox with the search criteria applied showing the submission search results.

   

   You can also view the saved searches while creating a saved search. To learn more, please see step four in creating a saved search.

Mapping Integrations to Saved Search

A Saved search can be mapped to one or more integrations that are already configured in your Security Program. Integrations utilizing Saved search will filter the submissions based on the Saved search criteria, and direct those filtered submissions to the mapped integration.

To map a Saved search filter to an integration, follow these steps:

1. Click on the Manage button.

   

   The Saved search page will populate enabling you map the Saved search to an integration.

   

2. From the drop-down, select one of the integrations to map to the Saved search.

   

3. Integrations mapped to the Saved search will be shown.

   

   Clicking on the Integrations link will show the list of integrations.

   

4. If a submission is being exported through an integration, the integration will be listed under the Integrations section.

   

Here are some important considerations for using Saved search for configured integrations:

1. Messaging integrations, such as Slack and Microsoft Teams, automatically create messages based on the configured submission field changes. Due to this, messaging integrations require a Saved search criteria to be mapped to them. If a Saved search is not mapped to a messaging integration, the user will receive an error message.

2. External ticketing integrations, such as Jira, create or update tickets in the external system based on a submission. There are two configurations you can set up to push tickets to an external system:

   a. You can configure the integration to automatically create and update tickets to an external system based on certain submission field changes. This automatic creation of external tickets is currently only available for the Jira integration, and requires a Saved search be mapped to it.

   b. You can configure the integration to allow a user to press a button to manually create and push a ticket to an external system. A Saved search can be mapped to this type of integration to direct the filtered submissions to the integration. However, if no Saved search is mapped to the integration, then all submissions will be directed to it.

3. If you change the search criteria of a Saved search associated with an integration and a submission no longer matches the criteria, then the submission will continue to be linked to the external ticket but no new updates will sync to the external ticket.

Deleting a Saved Search

To delete a Saved search, follow these steps:

1. Click on the Bin icon in the Actions column.

   

   A pop-up confirming the deletion will appear.

   • If a Saved search is already linked to an integration, the following confirmation message will appear.

     

   • If a Saved search is not linked to any Integration, then the following confirmation message will appear.

     

2. Click Delete to confirm the deletion.

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