10.6.7. Sharing a Query

Engineering Knowledge Manager

User's Guide | Chapter 10: Searching a Repository | 10.6. Managing Queries and Search Results |

10.6.6. Clearing Search Results |  | Chapter 11: Creating Reports
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### 10.6.7. Sharing a Query

If you have a private saved query that you want to make “public” within your workspace, you can use the Share Query action to initiate a request to share it. When you select this action for a `Saved Query` object, a process is initiated to manage the request. The EKM administrator will receive an email from the process informing them of a pending request with a link to the task. When a member of the `admin` group accepts and approves the request by completing the task, the saved query is automatically moved from its location to the Administration/Shared Queries page where it can be accessed by all users in the workspace.

Important: You cannot share a query on a tablet device using the Share Query action.

To make a request to share a query:

1. Select the saved query on your Home/My Queries page, then select (Edit) > Share Query. This will open a Message dialog box with the following message:

   Figure 10.16: Shared Query Message Dialog

2. The EKM `admin` group members will get an email message alerting them that a share query request is pending. A sample is shown below:

3. The EKM `admin` group members can click the link in the email and, if they are signed in, go directly to the task. Alternatively, they can click on the task on their My Tasks page to open the task on the Processes page, and then accept the task in the process view. Once the task is accepted by any member of `admin` group, it will not appear to other `admin` users.

4. After accepting the request, the EKM `admin` user can approve the request by checking the Approve Request box. The existing name of the query can be maintained, or a new name entered. The `admin` can then click Complete to fulfill the Shared Query request.

5. Once the task is completed, the query will be automatically moved to the Administration/Shared Queries page where it can be accessed by all users in the workspace. The initiator of the request will receive an email alerting them of the status. The process for the request will be placed in the location where the private query request was initiated from, and can be used as a log.

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