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en:expertsearch:start [2012/02/09 13:09]
rschmitt |
en:expertsearch:start [2015/06/25 13:59] (current)
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| ===== Simple Search ===== | ===== Simple Search ===== |
| The simple search will search after the keyword you enter. | The simple search will search for the keyword you enter. |
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| How the fields will be search for a keyword will be shown at an example in the customer search. The search term can be used as followed: | How the fields will be search for a keyword will be shown at an example in the customer search. The search term can be used as followed: |
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| ===== Extended search and fine tuning ===== | ===== Extended search and fine tuning ===== |
| The simple search function is by default active. The <html><font color="darkorange"><b>Extended search</b></font></html> can be activate by clicking on the tab <html><font color="darkorange"><b>Extended search</b></font></html>. | The simple search function is by default active. The <html><font color="darkorange"><b>Extended search</b></font></html> can be activate by clicking on <html><font color="darkorange"><b>Extended search</b></font></html>. |
| \\ {{:en:im:pool:en_simplesearch.jpg|}} | \\ {{:en:im:pool:en_simplesearch.jpg|}} |
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| <note tip><html><font color="red"><b>New since Version 5.4!</b></font></html>\\ From now on you can add a filter twice with different argument. The search will look for each expression by using an or-linkage.\\ Example:\\ {{:en:expertsearch:double_filter.png|Add a filter twice}}\\ As you can see the search look for the customer "Praxisverbund Lang" as well as for the customer "Samhammer AG".</note> | <note tip><html><font color="red"><b>New since Version 5.4!</b></font></html>\\ From now on you can add a filter twice with different argument. The search will look for each expression by using an or-linkage.\\ Example:\\ {{:en:expertsearch:double_filter.png|Add a filter twice}}\\ As you can see the search look for the customer "Praxisverbund Lang" as well as for the customer "Samhammer AG".</note> |
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| | ==== Save search ==== |
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| | You often have to find a specific type of incidents e.g. all closed incidents? Just save your search as follows: |
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| | {{:en:expertsearch:8.jpg}} |
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| | - Choose a name for your search and enter it in the field right next to "save search". |
| | - Then click on "save search" to confirm.\\ {{:en:expertsearch:9.jpg}}\\ |
| | - The new search will be displayed as new tab (above the Pool). |
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| | <note tip>A search will be saved for the current user by default. In case a user has the right <html><font color="darkorange"><b>Case.SavedSearches</b></font></html>, then he can save a search for all members of his current role. This search can not be changed or deleted by an other user.\\ __Private__ searches will be marked by in italics and can be deleted by the creator without the right <html><font color="darkorange"><b>Case.SavedSearches</b></font></html>.</note> |
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| ==== Edit saved filters ==== | ==== Edit saved filters ==== |
| <note tip>In case a filter will be created at the <html><font color="darkorange"><b>extended search</b></font></html> without a value, this one will be added to the <html><font color="darkorange"><b>simple search</b></font></html> automatically.</note> | <note tip>In case a filter will be created at the <html><font color="darkorange"><b>extended search</b></font></html> without a value, this one will be added to the <html><font color="darkorange"><b>simple search</b></font></html> automatically.</note> |
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| ==== Save search ==== | |
| You can save an extended search for a later usage. | |
| \\ \\ Follow the steps bellow: | |
| \\ \\ {{:en:expertsearch:en_savesearch.jpg|Save search}} | |
| - Enter a name for the search in the toolbar next to **Save search** | |
| - click on **Save search** to confirm it.\\ {{:en:expertsearch:saved_search.png|Saved search}} | |
| - The new search will be displayed as new tab (above the Pool). | |
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| <note tip>A search will be saved for the current user by default. In case a user has the right <html><font color="darkorange"><b>Case.SavedSearches</b></font></html>, then he can save a search for all members of his current role. This search can not be changed or deleted by an other user.\\ __Private__ searches will be marked by in italics and can be deleted by the creator without the right <html><font color="darkorange"><b>Case.SavedSearches</b></font></html>.</note> | |
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| ==== Edit saved search ==== | ==== Edit saved search ==== |
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| ==== Apply new search ==== | ==== Create new search ==== |
| Please, click on <html><font color="darkorange"><b>New search</b></font></html> to start a new search. | Please, click on <html><font color="darkorange"><b>New search</b></font></html> to start a new search. |
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| |Created by |- Me \\ - Specified user (+ User free text) | | | |Created by |- Me \\ - Specified user (+ User free text) | | |
| |Customer | - Me \\ - Company/ Contact person (+ User free text and/ or extended search checkbox) |The customer search browse name, last name and company name .\\ When the extended customer search is activated, then the company number and costumer number will additionally be browsed. | | |Customer | - Me \\ - Company/ Contact person (+ User free text and/ or extended search checkbox) |The customer search browse name, last name and company name .\\ When the extended customer search is activated, then the company number and costumer number will additionally be browsed. | |
| |Date closed |- Less than or equal\\ - Equal to\\ - Greater than or equal\\ - Within last [days]\\ - Today | | | |Date closed |- Less than or equal\\ - Equal to\\ - Greater than or equal\\ - Within last [days]\\ - Today \\ - Before [days] | Filter "Before [days]" (5.5.17.0) - all cases closed before x days | |
| |Date created |- Less than or equal\\ - Equal to\\ - Greater than or equal\\ - Within last [days]\\ - Today | | | |Date created |- Less than or equal\\ - Equal to\\ - Greater than or equal\\ - Within last [days]\\ - Today \\ - Before [days] | Filter "Before [days]" (5.5.17.0) - all cases created before x days | |
| |Date last changed |- Less than or equal\\ - Equal to\\ - Greater than or equal\\ - Within last [days]\\ - Today | | | |Date last changed |- Less than or equal\\ - Equal to\\ - Greater than or equal\\ - Within last [days]\\ - Today \\ - Before [days] | Filter "Before [days]" (5.5.17.0) - all cases last time changed before x days | |
| |Date notified |- Less than or equal\\ - Equal to\\ - Greater than or equal\\ - Within last [days]\\ - Today | | | |Date notified |- Less than or equal\\ - Equal to\\ - Greater than or equal\\ - Within last [days]\\ - Today \\ - Before [days] | Filter "Before [days]" (5.5.17.0) - all cases notified before x days | |
| |Date solved |- Less than or equal\\ - Equal to\\ - Greater than or equal\\ - Within last [days]\\ - Today | | | |Date solved |- Less than or equal\\ - Equal to\\ - Greater than or equal\\ - Within last [days]\\ - Today \\ - Before [days] | Filter "Before [days]" (5.5.17.0) - all cases solved before x days | |
| |Delivery Address |- Me \\ - Specified user (+ User free text) | | | |Delivery Address |- Me \\ - Specified user (+ User free text) | | |
| |Escalation |- none\\ - overdue\\ - overdue and escalated\\ - escalated level 1\\ - escalated level 2\\ - Overdue within next [hours]\\ - Escalates to Level 1 within next [hours]\\ - Escalates to Level 2 within next [hours] | | | |Escalation |- none\\ - overdue\\ - overdue and escalated\\ - escalated level 1\\ - escalated level 2\\ - Overdue within next [hours]\\ - Escalates to Level 1 within next [hours]\\ - Escalates to Level 2 within next [hours] | | |
| |Keyword |Free Text |Whole text search over the following fields: "Name", "Description" and External ID" | | |Keyword |Free Text |Whole text search over the following fields: "Name", "Description" and External ID" | |
| |Name |Free Text |Whole text search over the name of the SLA. | | |Name |Free Text |Whole text search over the name of the SLA. | |
| | |Responsible |Me / Responsible / Without Responsible |Get contracts with a self defined responsible | |
| |Show expired SLAs |- already expired\\ - expires in days |Shows all SLAs where the end date is in the past. | | |Show expired SLAs |- already expired\\ - expires in days |Shows all SLAs where the end date is in the past. | |
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