How you to find the search

at Incident Pool
at Customer search
at Company search
at Configuration Item Pool
at Task Pool
at 8D-Report Pool
at Contractmanagement.

<font size=4> A distinction shall be made between <font color="orange"><b>simple search</b></font> und <font color="orange"><b>extended search</b></font></font>.

The simple search will search for the keyword you enter.

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:

• The search e.g. for Sensor Miller finds all Incidents which contains the word Sensor in at least one of the fields and Miller in at least one of the fields.
• The search for “blinkt rot” finds the exact character string in the fields.
• If you leave the seach empty all entries will be shown.

The more words you use for the search the closer becomes the result.

After pressing Search the search starts.


Result of the customer search:
<note important>Each pool contains different fields that are checked. Which fields are checked is listed further down this page at the filter <font color="darkorange"><b>Keyword</b></font> of the the extended search .

Links to the filter options of Incident Pool, Customer search, Company search, Configuration Item Pool, Task Pool, 8D-Report Pool and Contractmanagement.</note> <note tip>With the <font color="darkorange"><b>extended search</b></font> you can modify the <font color="darkorange"><b>simple search</b></font> to your needs. (Add saved filters to simple search)</note>

The simple search function is by default active. The <font color="darkorange"><b>Extended search</b></font> can be activate by clicking on <font color="darkorange"><b>Extended search</b></font>.

1. Through the drop down menu <font color="darkorange"><b>New filter</b></font> you can select a new filter.
2. On the right side next to the filter a value field appear. According to the filter you can select one or more values, enter a text or select a date.
3. If you have entered all needed datas click on <font color="darkorange"><b>Add filter</b></font>.
4. Don't you want to add this filter click on <font color="darkorange"><b>Cancel</b></font> and the current selected filter disappear.

Above the search result you can see all selected filters.

The following filters are available by default:
at Incident Pool
at Customer search
at Company search
at Configuration Item Pool
at Task Pool
at 8D-Report Pool
at Contractmanagement.

<note tip><font color="red"><b>New since Version 5.4!</b></font>
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:

As you can see the search look for the customer “Praxisverbund Lang” as well as for the customer “Samhammer AG”.</note>

You often have to find a specific type of incidents e.g. all closed incidents? Just save your search as follows:

1. Choose a name for your search and enter it in the field right next to “save search”.
2. Then click on “save search” to confirm.
   
   
3. 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 <font color="darkorange"><b>Case.SavedSearches</b></font>, 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 <font color="darkorange"><b>Case.SavedSearches</b></font>.</note>

It's no problem to change existing filters.

1. The name of the selected filter.
2. The datas of the value fields.
3. With the breake button you can temporary stop the filter.
4. With the stop button the filter will be deletet from the extended search.
5. With the edit button you can change the details at the value fields. After changing you have to click on <font color="darkorange"><b>Update filter</b></font> to save the changes.
   
   
   
   
   
   
   
   
6. Instead of the pause button a different button appear. If you want to restart the filter click on the play button.

1. With this button filter from extended searches can be added to simple searches. (New since version 5.1)
2. With this button you can delete filter from simple search.

The following picture shows the simple search with a filter from the extended search an a default value. Helpfully if you have to search after the same several times.

<note tip>In case a filter will be created at the <font color="darkorange"><b>extended search</b></font> without a value, this one will be added to the <font color="darkorange"><b>simple search</b></font> automatically.</note>

To edit a search make a right click at a search (1.) and following at the menu <font color="darkorange"><b>Manage saved searches...</b></font> (2.).

1. Select the search you want to edit. The prefix <font color="darkorange"><b>User</b></font> and <font color="darkorange"><b>Role</b></font> shows if the search is created by yourself or it's a user role search.
2. To publish a search click at the search you want to publish to other <font color="darkorange"><b>user roles</b></font> and after that click on the role which should get this seach
3. and finally click on <font color="darkorange"><b>publish</b></font>.
   To delete the selected search click on <font color="darkorange"><b>Delete</b></font>.
   or on <font color="darkorange"><b>Cancel</b></font> if you do not want to make changes.

<note important>Note: The button Delete search is not available when it is about a saved search for this role and the user does not own the right Case.SavedSearches. </note>

<note info> In 1stAnswer saved searches can be transferd into any stored roles in the system. All members of this role can see this search by default in their pool and they can start searching. Private searches can be distinguished from role searches by being marked in italics.</note>

Please, click on <font color="darkorange"><b>New search</b></font> to start a new search.

The current search will be cancelled.Possible changes in the current search, which have not been saved yet, will be lost. Afterwards you can start a new search.

<head><title>font-size</title></head> <span style="font-size:1.2em"><b>Following are all specific explanations for the extended search.</b></span><br>

<font color="darkorange"><b>Incidents -> Incident Pool</b></font>


Back to detail explanations of simple search.

Back to detail explanations of extended search.

More rights that effects the search:

<font color="darkorange"><b>Master Data -> Customers</b></font>
At the customer search or
<font color="darkorange"><b>Incidents -> New Incident</b></font>
within a creation of a new Incident.

Back to detail explanations of simple search.

Back to detail explanations of extended search.

<font color="darkorange"><b>Master Data -> Companies</b></font>


Back to detail explanations of simple search.

Back to detail explanations of extended search.

<font color="darkorange"><b>Master Data -> CMDB</b></font>


Back to detail explanations of simple search.

Back to detail explanations of extended search.

<font color="darkorange"><b>Service -> Task list</b></font>


Back to detail explanations of simple search.

Back to detail explanations of extended search.

<font color="darkorange"><b>Problems -> 8D-Report Pool</b></font>


Back to detail explanations of simple search.

Back to detail explanations of extended search.

<font color="darkorange"><b>Master Data -> Contractmanagement</b></font>


Back to the detailed description of the simple search.

Back to the detailed description of the extended search.