Scenario
User would like to publish a saved search to Customer Center role.
Solution
Please follow the steps below:
A. Create a New Presentation Tab
- Navigate to Lists > Web Site > Tabs > New
- Select New Presentation Tab
- Enter a label for your tab in the Label field.
- Under Audience Tab, select only the Customer Center Role(s).
- Set Display in Website = F
- Click Save
B. Publishing the Saved Search
Note: Make sure the search is set to Public. (Edit the Saved Search and verify if Public = T)
- Navigate to Lists > Web Site > Publish Saved Search > New
- Set the following:
Title = (enter your preferred title of the search)
Search = (on the dropdown menu, select the search that you want to publish on the Customer Center)
Subcategory of = (select the new Presentation Tab you created on Step A) - Under Audience Tab, select only the Customer Center Role(s).
- Set Display in Website = F
- Click Save.