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- To set/update the query, use the UI to create the query you want, then select "Unshared (update to current)" and press "Save"
- The schedule will determine how often the query is run (again, "Save" to actually apply)
- The "@" button will show an additional text field - email addresses to which alerts are sent can be entered into here (again, "Save" to actually apply)
Workspace Filtering
Doc Viewer: Select an entity from one of the document data tables, mouse over the icon at the top left of the section header and select 'Filter Selected Items' from the list.
To remove a filter, click the button located just below the query bar, this will revert the workspace back to the original query results.