- 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:
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Select a security program from the Go to Security Program or Engagement drop-down.
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Go to the Submissions tab.
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Click on the search bar to select search criteria and then click Save search.
A pop-up to New saved search will appear.
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Name the search and click Save.
A Search saved successfully message will appear.
Viewing the Saved Searches
To view the Saved searches, follow these steps:
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Select a security program from the Go to Security Program or Engagement drop-down.
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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.
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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.
Mapping Integrations to Saved Search
You can map a Saved search to a Jira, Slack, or Microsoft Teams integration already configured in your Security Program.
To map a Saved search filter to an integration, follow these steps:
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Click on the Add action button.
The Saved search page will populate enabling you map the Saved search to an integration.
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From the drop-down, select one of the integrations to map to the Save search
Saved Search Considerations:
- By mapping a Saved search to an integration, the integration will have visibility over the submissions that met that specific search criteria and those submissions will be pushed through that integration.
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If a submission is being exported through an integration, the integration will be listed under Integrations.
- If you don’t specify an integration with a Saved search, then the integration will have visibility over all the submissions available in the Security Program.
- 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:
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Click on the Bin icon in the Actions column.
A pop-up confirming the deletion will appear.
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Click OK to confirm the deletion.