{"id":53165,"date":"2023-12-28T11:26:52","date_gmt":"2023-12-28T11:26:52","guid":{"rendered":"https:\/\/support.ospreyapproach.com\/?post_type=pracctice_guide&#038;p=53165"},"modified":"2024-07-30T08:01:47","modified_gmt":"2024-07-30T07:01:47","slug":"create-a-searchflow-bundle-app","status":"publish","type":"pracctice_guide","link":"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/create-a-searchflow-bundle-app\/","title":{"rendered":"Create a Searchflow Bundle (App)"},"content":{"rendered":"<div class=\"card\">\n\n    <p class=\"mb-2\"><strong>Who is this guide for?<\/strong><\/p>\n    <p class=\"mb-0\"><i class=\"far fa-user fa-fw mr-2\"><\/i> <strong>Accounts Users<\/strong>, <strong>Accounts Supervisors<\/strong>, <strong>Case Workers<\/strong> and <strong>Case Management Supervisors<\/strong><\/p>    \n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">This guide will take you through creating a Searchflow bundle in the case management app<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">You can create bundles of searches to save time and make it easier to perform the same group of searches on a different matter in the future.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Select Case Management &gt; Searchflow and select the Bundles tab.<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a3539fe96b96&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6a3539fe96b96\" class=\"wp-block-image size-full wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"266\" height=\"354\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on--pointerdown=\"actions.preloadImage\" data-wp-on--pointerenter=\"actions.preloadImageWithDelay\" data-wp-on--pointerleave=\"actions.cancelPreload\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/12\/image-170.png\" alt=\"\" class=\"wp-image-60840\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/12\/image-170.png 266w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/12\/image-170-225x300.png 225w\" sizes=\"auto, (max-width: 266px) 100vw, 266px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You will see a list of all currently saved SearchFlow bundles which you are able to delete using the remove icon.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"918\" height=\"114\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2023\/12\/image-172.png\" alt=\"\" class=\"wp-image-60842\" srcset=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/12\/image-172.png 918w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/12\/image-172-300x37.png 300w, https:\/\/ospreyapproach2022.wireddemo.co.uk\/content\/uploads\/sites\/2\/2023\/12\/image-172-768x95.png 768w\" sizes=\"auto, (max-width: 918px) 100vw, 918px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To add a new bundle, simply fill in the fields under the Add New Bundle heading.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/05\/image-52.png\" alt=\"This image has an empty alt attribute; its file name is image-52.png\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Enter the Bundle name and the Bundle ID &#8211; if this bundle is part of an arrangement with SearchFlow with discounted prices, you will need to request the bundle ID from Searchflow<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can then select the Search Type, Residential, Commercial or Both. Both is searches which apply to both commercial and residential, not a combination of the two lists<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/support.ospreyapproach.com\/content\/uploads\/sites\/2\/2021\/05\/image-51.png\" alt=\"This image has an empty alt attribute; its file name is image-51.png\" \/><figcaption class=\"wp-element-caption\">Press Ctrl + click the desired searches<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"is-style-info wp-block-paragraph\">Please note you cannot mix searches from different areas when creating a bundle.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Click Save at the bottom of the page.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Your bundle will now be available to select when submitting a New Search.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>This guide will take you through creating a Searchflow bundle in the case management app You can create bundles of searches to save time and make it easier to perform the same group of searches on a different matter in the future. Select Case Management &gt; Searchflow and select the Bundles tab. You will see [&hellip;]<\/p>\n","protected":false},"author":22,"featured_media":0,"template":"","categories":[211],"tags":[],"class_list":["post-53165","pracctice_guide","type-pracctice_guide","status-publish","hentry","category-using-case-management-app"],"acf":{"display_as_dashboard_announcement":false,"announcement_title":"","announcement_type":"New feature","announcement_link_text":"Learn more","announcement_image":null},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Create a Searchflow Bundle (App) - Osprey Approach Customer Support &amp; Training | Osprey Academy<\/title>\n<meta name=\"description\" content=\"This guide will take you through creating a Searchflow bundle in the case management app\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/ospreyapproach2022.wireddemo.co.uk\/support\/guides\/create-a-searchflow-bundle-app\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Create a Searchflow Bundle (App) - Osprey Approach Customer Support &amp; 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