UpdateSavedSearch API¶

Creates a new or updates an existing saved search or search page definition.

Endpoint¶

/srv.asmx/UpdateSavedSearch

Methods¶

GET /srv.asmx/UpdateSavedSearch?authenticationTicket=...&searchPageId=...&searchPageType=...&name=...&...
POST /srv.asmx/UpdateSavedSearch (form data)
SOAP Action: http://tempuri.org/UpdateSavedSearch

Parameters¶

Parameter	Type	Required	Description
`authenticationTicket`	string	Yes	Authentication ticket obtained from `AuthenticateUser`
`searchPageId`	int	Yes	`0` to create a new entry; the existing ID to update
`searchPageType`	string	Yes	Type of entry: `"savedSearch"` or `"searchPage"`. See searchPageType values
`name`	string	Yes	Display name. Minimum 5 characters; maximum 64 characters
`description`	string	No	Optional description text
`isPersonal`	bool	Yes	`true` — private entry owned by the authenticated user. `false` — system-wide entry visible to all users (requires Search Administrator role)
`anonymousAccess`	bool	No	Allow anonymous (unauthenticated) users to access this entry. Ignored for personal entries. Default `false`
`publicAccess`	bool	No	Allow all authenticated users to access this entry. Ignored for personal entries. Default `false`
`userGroupNames`	string	No	Pipe-separated list of user group names whose members may access this entry. Ignored for personal entries. Empty = no group restriction. See userGroupNames format
`searchParametersXml`	string	No	XML defining which search criteria fields are visible. See searchParametersXml format. Pass empty to apply defaults

searchPageType Values¶

Value	Meaning
`"savedSearch"`	A saved query — stores actual search criteria values for re-use
`"searchPage"`	A search page configuration — controls which search fields are visible on the UI search form

The value is matched exactly (case-sensitive). Any value other than "savedSearch" is treated as "searchPage".

userGroupNames Format¶

Pipe-separate multiple group names. Groups local to a specific domain must use the domain-qualified format domain\groupName:

Accountants|HR Managers|accounting\Controllers

Entry	Meaning
`Accountants`	Global group named "Accountants"
`accounting\Controllers`	Group named "Controllers" in the "accounting" domain

If any group name cannot be resolved, the request fails and returns an error.

searchParametersXml Format¶

The XML defines which search fields appear on the page and their default values. The root element is <SEARCH> containing <ITEM> elements:

<SEARCH>
  <ITEM NAME="SEARCHFOR" VALUE="" VISIBLE="TRUE" />
  <ITEM NAME="KEYWORDS" VALUE="" VISIBLE="TRUE" />
  <ITEM NAME="DOCUMENTNAME" VALUE="" VISIBLE="FALSE" />
  <!-- ... additional ITEM elements ... -->
</SEARCH>

Each <ITEM> has: - NAME — field identifier - VALUE — default value for the field - VISIBLE — TRUE or FALSE; controls whether the field is shown

To obtain a valid XML string for an existing entry, call GetSavedSearch with the entry ID. Its response contains an inline <SEARCH> element — serialize that element to a string and pass it here. Pass an empty string to create an entry with all fields set to their default visibility.

Response¶

Success (create — `searchPageId` was `0`)¶

<root success="true" id="47" />

Success (update — `searchPageId` was `> 0`)¶

<root success="true" />

Error¶

<root success="false" error="Error message here" />

Required Permissions¶

User must be authenticated.
System-wide entries (isPersonal=false) require the Search Administrator role.
Personal entries (isPersonal=true) can be created by any authenticated user.
Only the owner of a personal entry may update it. Search administrators may update system-wide entries.

Example Requests¶

Request (POST) — create personal saved search¶

POST /srv.asmx/UpdateSavedSearch HTTP/1.1
Content-Type: application/x-www-form-urlencoded

authenticationTicket=abc123&
searchPageId=0&
searchPageType=savedSearch&
name=My Q4 Contracts&
description=Search for Q4 contract documents&
isPersonal=true&
anonymousAccess=false&
publicAccess=false&
userGroupNames=&
searchParametersXml=

Request (POST) — create system-wide search page with group restrictions¶

POST /srv.asmx/UpdateSavedSearch HTTP/1.1
Content-Type: application/x-www-form-urlencoded

authenticationTicket=abc123&
searchPageId=0&
searchPageType=searchPage&
name=Contract Search&
description=Search for contract documents&
isPersonal=false&
anonymousAccess=false&
publicAccess=false&
userGroupNames=Legal|accounting%5CControllers&
searchParametersXml=

Request (SOAP 1.1)¶

POST /srv.asmx HTTP/1.1
Content-Type: text/xml; charset=utf-8
SOAPAction: "http://tempuri.org/UpdateSavedSearch"

<?xml version="1.0" encoding="utf-8"?>
<soap:Envelope xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/">
  <soap:Body>
    <UpdateSavedSearch xmlns="http://tempuri.org/">
      <authenticationTicket>abc123</authenticationTicket>
      <searchPageId>0</searchPageId>
      <searchPageType>savedSearch</searchPageType>
      <name>My Q4 Contracts</name>
      <description>Search for Q4 contract documents</description>
      <isPersonal>true</isPersonal>
      <anonymousAccess>false</anonymousAccess>
      <publicAccess>false</publicAccess>
      <userGroupNames></userGroupNames>
      <searchParametersXml></searchParametersXml>
    </UpdateSavedSearch>
  </soap:Body>
</soap:Envelope>

Error Codes¶

Error	Description
`[901] Session expired or Invalid ticket`	Invalid or expired authentication ticket
Name validation error	Name is empty, too short (under 5 characters), or contains invalid characters
Duplicate name error	An entry with the same name already exists
Access denied	Caller lacks the Search Administrator role for a system-wide entry, or is not the owner of a personal entry
Group not found	A name in `userGroupNames` could not be resolved to a user group
`[2842] ...`	Attempted to rename the default search page (ID 1)

Notes¶

The name of the default system search page (ID 1, "Advanced Search") cannot be changed.
anonymousAccess, publicAccess, and userGroupNames are silently ignored for personal entries (isPersonal=true).
Use %5C to URL-encode the backslash (\) in domain-qualified group names when passing via query string or form data.
searchPageType is case-sensitive. Only "savedSearch" is treated as a saved search; any other value is treated as "searchPage".

GetSavedSearches — List all entries visible to the current user
GetSavedSearch — Get the full definition of a single entry including field-visibility configuration
DeleteSavedSearch — Delete a saved search or search page by ID