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Edit or Duplicate an Investigation

An investigation can be edited and even duplicated.

Edit an Investigation​

Follow the steps to edit an investigation.

Step 1 – Click Investigate in the application header bar to open the Investigations interface. Then click a folder in the navigation pane to access a saved investigation. An investigation is located in the folder where it was saved.

Step 2 – Modify the filter criteria of the investigation as desired.

Step 3 – Click the Edit option.

Edit Investigation with Save page

Step 4 – The Edit option opens the Save Investigation window in edit mode. You can modify the name, description, and folder of the saved investigation. If you save the investigation to a different folder, it will be moved from the original location to the new folder. You can also update the user roles granted ownership and access to the investigation report.

Step 5 – Click Save. The Save Investigation window closes.

The investigation is saved with the modified settings.

Duplicate an Investigation​

Follow the steps to duplicate an investigation.

Step 1 – Click Investigate in the application header bar to open the Investigations interface. Then click a folder in the navigation pane to access a saved investigation. An investigation is located in the folder where it was saved.

Step 2 – Click the three dots at the top and select Open as new. The Open as New option opens the investigation in Duplicate mode. The filter is the same as that of the base investigation. You can save it as a new investigation.

Step 3 – Modify the investigation filter statement and click Save. The Save Investigation window is displayed.

Investigation Open as New option

The Name box displays the investigation name with the word "copy" appended to it.

Step 4 – You can modify the following:

  • Name – The name of the investigation
  • Description – An optional description of the investigation
  • Folder – The folder in the navigation pane where the investigation is saved

Step 5 – Select a user role from the Owner drop-down menu. All users assigned this role would own this investigation and they will be able to modify the report.

Step 6 – In the Access box, type to search the role you want to give access of this investigation. A list of user roles matching the search string is displayed. Select a single or multiple user roles. All users belonging to the selected role(s) can view the report.

Step 7 – Click Save. The Save Investigation window closes.

The duplicated investigation is saved to the selected folder, and the folder expands in the navigation pane to display the saved item. You can access the investigation from the navigation pane.