About Search Groups

A Search Group is a saved search that finds all records meeting commonly-defined criteria (ex: Find all My Open Incidents). Search Groups are meant to be reused and can be accessed from multiple places in CSM. Examples of Search Groups include:

  • All Incidents created within the past year.
  • All open Requests.
  • My open Incidents.

Search Group results display in the CSM Desktop Client Main Pane:

Search Group Search Results

CSM provides several OOTB Search Groups. Use these OOTB Search Groups as-is, edit them, or create your own using the Search Group Manager.

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