---
title: "Create and Use Search Profiles"
slug: "create-and-use-search-profiles"
tags: ["create search profile", "metadata search profile", "use search profile"]
updated: 2025-10-21T16:57:35Z
published: 2025-10-21T16:57:35Z
canonical: "docs.revealdata.com/create-and-use-search-profiles"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.revealdata.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create and Use Search Profiles

You can create **Search Profiles** to run a keyword search against specific metadata fields such as the Email Subject or File Path field. The Search Profile feature allows you to target specific metadata fields when running your search with the option to also include body text.

## Creating a Search Profile

![Interface for adding a search profile with fields for name and description.](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/AddSearchProfileModal_2025.5.png)

### I. Add a new profile

1. Navigate to **Project Admin**>**Fields**> **Search Profiles** area.
2. Click **Add** to create a search profile.
  1. Enter a **Name** for the Search Profile (required).
  2. Add a **Description** (optional).
  3. Check **Enabled** to be able to use this profile.
  4. Check **Include Body Text** to allow body text searching.
    - This setting can be toggled on/off from the Search Profiles screen without needing to edit a field profile directly.
  5. Press **ADD**.

> [!WARNING]
> **Important**
> 
> When creating search profiles with metadata fields and body text, please limit your selection of metadata fields to under 100; fewer is better. This limit is not strictly enforced, but the search profile behavior will not be predictable and search queries may fail with too many metadata fields and body text. This only applies when using search profiles with the new "Include Body Text" checkbox.

> [!CAUTION]
> **Warning**
> 
> Deleting a Search Profile will invalidate any saved searches that use the Search Profile.

### II. Assign teams

1. Highlight the Search Profile and click **Assign Teams**.
2. Select teams to provide access to them.
3. Press **ASSIGN**.

### III. Assign metadata fields

1. Highlight the Search Profile and click **Assign Fields**
2. Select the metadata fields you want for your search profile.
3. Press **ASSIGN**.

## Using Metadata Search Profiles

1. In Advanced Search Builder, select the defined Search Profile that you want to apply.

![105 - 04 - Select Search Profile-1](https://5796933.fs1.hubspotusercontent-na1.net/hub/5796933/hubfs/DOCUMENTATION/ARTICLE%20SCREENSHOTS/105%20-%2004%20-%20Select%20Search%20Profile-1.png?width=1212&quality=high)
2. Enter the search term to be applied to the selected metadata search profile(s).
3. Click **Search**.

> [!WARNING]
> **Important**
> 
> If the term you’re searching for is not found within any of the metadata fields assigned to your Search Profile, the system will not return any search results.

> [!NOTE]
> **Note**
> 
> All keywords entered will be searched against the selected Search Profile only unless the OR connector is selected for any added term or terms.

## Related

- [Send User Email Notifications](/send-user-email-notifications.md)
- [Translate (Translation)](/translate-translation.md)