How to Save People Search Criteria for Easy Reuse

·Aug 14, 2025 02:17 AM·

Is it possible to save a people search? If I want to use the same criteria in another table it would be nice to not have to re-input all the job titles, industry, size, specifications again and again...

Clay Support

How to Save People Search Criteria for Easy Reuse

Doug D.

·Aug 14, 2025 02:17 AM·

Is it possible to save a people search? If I want to use the same criteria in another table it would be nice to not have to re-input all the job titles, industry, size, specifications again and again...

4 comments

· Sorted by Oldest

Clay
APP
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You can duplicate an existing table to reuse the same search criteria. Open your People table, click the ... next to the table name, then select Duplicate. This creates a copy with all your original search parameters, so you won't need to re-input job titles, industry, size, and other specifications.
Source: Rename, Duplicate, Delete, Edit Description of Table
Hari K.
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Hey Doug! I believe if you create a new search now, you can use the "save as template" button to save your filters. This is a feature we rolled out recently so you may have to re-create your search to see it in action.
Doug D.
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Thank you Hari K.
Hari K.
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Of course!

Clay
APP
·
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You can duplicate an existing table to reuse the same search criteria. Open your People table, click the ... next to the table name, then select Duplicate. This creates a copy with all your original search parameters, so you won't need to re-input job titles, industry, size, and other specifications.
Source: Rename, Duplicate, Delete, Edit Description of Table
Hari K.
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·
Hey Doug! I believe if you create a new search now, you can use the "save as template" button to save your filters. This is a feature we rolled out recently so you may have to re-create your search to see it in action.
Doug D.
·
·
Thank you Hari K.
Hari K.
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·
Of course!