1. Go to Your Dashboard -> Personalize It:
Navigate to the dashboard where you want the Saved Search.
Click on Personalize Dashboard (usually at the top right).
2. Add Custom Search Portlet:
In the Personalize Dashboard panel, look under Standard Content.
Drag the Custom Search option and drop it onto your dashboard.
3. Set Up the Search:
In the Custom Search portlet, click Set Up.
Select your saved search from the dropdown list.
Enter a title for your Custom Search portlet in the Custom Portlet Title field (optional).
4. Configure Results & Behavior:
Set the Results Size to decide how many results to display.
Choose the Drill Down behavior to specify whether to open results in the portlet or a new page.
5. Enable Inline Editing (Optional):
If Inline Editing is enabled, check Allow Inline Editing if you want users to edit records directly in the portlet.
6. Save Your Changes:
Once you’re happy with the setup, click Save to apply your changes.