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en:expertsearch:start

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en:expertsearch:start [2013/02/08 16:36]
ckittelmann [Incident Pool] 		en:expertsearch:start [2015/06/25 13:59] (current)
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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>
 +
 +==== Save search ====
 +
 +You often have to find a specific type of incidents e.g. all closed incidents? Just save your search as follows:
 +
 +{{:en:expertsearch:8.jpg}}
 +
 +  - 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).
 +
 +<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>
  
 ==== Edit saved filters ==== ==== Edit saved filters ====
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 <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>
  
-==== 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). 
- 
-<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> 
  
 ==== 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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 |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.  |
  
en/expertsearch/start.1360337807.txt.gz ยท Last modified: 2013/02/08 17:36 (external edit)

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