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Introduction
Stored Searches enable you to create pre-defined list of Items, such as Sites, Accounts, Meters etc. You can 'prefilter' to automatically select a Commodity etc
The search works dynamically, so that if you have add in new Sites etc the Stored Search will automatically include them.
Opening the Stored Search Activity
- From an Activity in Sigma, click on
(top right of Sigma)
Note: there is not an option on the welcome page or in the Activities dropdown list
Creating a Stored Search
- Click
to bring up the Create a new stored Search popup
...
- Click on the binocular
Narrowing down the Stored Search
Once you have started to create a Stored Search, you can then narrow down what is brought back. Each option will change depending on what Item you originally chosen.
Single property
- Click on the binocular
- Click Single property
- Choose the Property Key
...
Allows you to narrow the list down to a Property Key. for example, the above is a list of Accounts. If you just wanted a list of Accounts that had a particular Property Key attached, use this option.
Flags
- Click on the binocular
- Click Flags
- Choose the Flag
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Allows you to narrow the list down to a particular Flag
Custom search
- Click on the binocular
- Click Customer search
- Choose from the Search
...
Allows you to narrow down the list to things such as Cost Centre names.
Referenced item
- Click on the binocular
- Click Referenced Item
- Choose the Item
...
Allows you to narrow down the list the Commodity for example
Single item field
- Click on the binocular
- Click Single Item field
- Choose the Field
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Allows you to narrow down the list to things such as Group ID.
Go to item
- Click on the binocular
- Click Go to item
- Choose the Item
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- Referenced item > Commodity > type ele
Removing Items from the list
At any point during the creation, you can remove Items from the list. For example, if you are starting with Site Groups, you may want to permanently exclude some Site Groups.
- Highlight the Items you do not want in the Stored Search
- Click Remove Selected Item(s)
and the Item is removed from the Stored Search
Saving the Stored Search
The actions taken are shown at the bottom of the screen.
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- Click Store Search
to save the Stored Search
Available Options
| Option | Name | Description |
|---|---|---|
| A | Create a new Stored Search | Click to begin creating a new Stored Search |
| B | Remove selected item(s) | Highlight Items in the list, then click this to remove them |
| C | Clear contents | Click his to remove all Items in the list |
| D | Undo the last step | Click to undo the last step |
| E | Revert to Stored Search | Click to cancel any changes |
| F | Load Stored Search | Click to load an existing Stored Search (for example if you want to make amendments to it) |
| G | Store Search | Click to save the Stored Search |
| H | Store Search As... | Click to save as the Stored Search |
| I | Delete a Stored Search | Click to delete a Stored Search. Choose from the dropdown list, then click Delete |
Amending a Stored Search
To amend a Stored Search, open the Stored Search Activity 
(top right of Sigma)
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Delete further steps or add in new steps and then Save 
to save over the original Stored Search or Save as.. 
to keep the original Stored Search and save this as well.
Using a Stored Search
Click here for details on how to use a Stored Search.
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