Using Saved Searches[edit]


= Using Saved Searches =

You can use the&nbsp;Advanced search option to search for existing entities. You can save these&nbsp;searches and pin them as favorites for easier access.

To save your Search:

1.&nbsp;'''Click''' the ''Search&nbsp;''tile on the Dashboard. The Advanced Search&nbsp;page opens.

2. In the ''Please select Entities to search'' field, '''enter '''or&nbsp;'''select''' appropriate entities from the list&nbsp;and type the keywords to search in the&nbsp;''Enter Search here'' field.
<div class="image-green-border">[[File:Saved Searches Advanced search page 7.8.PNG|1050px|Advanced Search page]]</div> 
3. '''Select''' from these options:
<ul style="margin-left: 40px;">
<li>'''Metadata''': the search is performed in the metadata of the selected Agreement.</li>
<li>'''Full Text''': the search is performed within the contents of the document of the selected Agreement.</li>
<li>'''Combined''': the search is performed in combination with Metadata and Full Text.</li>
</ul>

4.&nbsp;'''Click'''&nbsp;the ''Search ''[[File:Smart link2.jpeg|RTENOTITLE]] icon, the results matching your keywords are displayed.

5. '''Click'''&nbsp;the&nbsp;''Select Field''&nbsp;drop-down under the Categories field and select an option from the list provided. The number in the bracket indicates the number of items available containing that&nbsp;search term. You can select multiple options.&nbsp;For example, selecting the field ''Status'', displays the count of Agreements that have status as ''Draft'', ''Approved'', ''Terminated'', ''Superseded'' and so on.&nbsp;If you select the status as Approved and&nbsp;''Draft,''&nbsp;all Agreements in those&nbsp;states&nbsp;are displayed.&nbsp;
<div class="image-green-border">[[File:Saved searches apply filters categories 7.8.PNG|1050px|RTENOTITLE]]</div> 
6. '''Click '''the ''Filters&nbsp;''button to expans the view of the displayed results.

7. '''Click '''the ''Cancel ''icon on inidividual filters to remove them.&nbsp;

8. '''Click '''the expand arrow next to the ''Clear All'' button&nbsp;to view all the filters at a time (if there are many filters).

9. '''Click '''the&nbsp;''Clear All'' button to remove all the filters at a time.

10. A list of these Agreements is displayed as a search result in the tabular format. Enhance&nbsp;your search&nbsp;using wildcards as follows:
<ul style="margin-left: 40px;">
<li>*...*:&nbsp;Type a search term in between the star characters.&nbsp;It shows existing items which include the respective search term</li>
<li>*...:&nbsp;Prefix * to a search term.&nbsp;It shows existing items which end with this term</li>
<li>...*:&nbsp;Suffix * to a search term.&nbsp;It shows existing items which start with this term</li>
<li>"...":&nbsp;Type a search term in double quotes.&nbsp;It shows existing items which include the search term</li>
<li>...(space)...:&nbsp;Type multiple search terms with a space in between.&nbsp;It shows existing items which include the search terms</li>
</ul>

&nbsp;

=== Saving your Search Results ===

If you have the search criteria defined and have fine-tuned the results you are seeing, save the search:

1. '''Click''' the the ''Save'''''&nbsp;'''&nbsp;[[File:Smart link5.jpeg|RTENOTITLE]]&nbsp; icon. The&nbsp;''Save Search'' dialog box opens. Set the parameters for this saved search. You can save all three types of searches- Full Text, Metadata and Combined.

2.&nbsp;'''Type''' a name for the search. Use a name that you can easily associate with this search.

3.&nbsp;'''Click''' ''Yes''&nbsp;to make it a global&nbsp;search, if you would like to all users of the selected Security Groups and Organization Units to see it. '''Select''' ''No'' to save this search locally that is only seen by the person saving it and not by anyone else.
<div class="note-box">Note: Only the ICM Administrator can create and save a Global Search. However, all ICM users can edit a Global Search that they have access to and save it as a local copy. The user can also choose to inherit the Bulk actions from the global search to the local copy.</div> 
4. Specify the Advanced Parameters as follows:
<ul style="list-style-type: disc;">
<li>Smart Link: set it as a smart link to view all documents relevant to this search. Smart links appear as an icon in the Agreement Details page.&nbsp;</li>
<li>Dashboard Tile: '''select '''''Yes&nbsp;''if you would like to use this saved search as Dashboard Tile. Dashboard Tiles appear on My_Dashboard&nbsp;and show entities in various stages with a numeric value. This value is calculated as a combination of ''column aggregate'' and the ''calculation method'' you choose. Give the tile a name and specify the&nbsp;parameters for the numeric value.&nbsp;As the options suggest: <ul style="margin-left: 40px; list-style-type: circle;">
<li>sum shows the total contract value of all agreements found in the search</li>
<li>average presents the average contract value of all selected Agreements</li>
<li>count displays the total number of Agreements found in the search.</li>
</ul> </li>
</ul>
<div class="note-box">'''Note:'''&nbsp;A&nbsp;Search defined as a Smart link cannot be set as a Dashboard tile.&nbsp;</div> 
*Bulk Actions: use bulk actions to perform a given action on multiple Agreements at the same time. This saves you time by not having to choose each Agreement individually. Select ''Yes ''for bulk actions and choose the actions you would like to be able to perform in bulk. 
<div class="note-box">'''Note:''' For a global search, the Admin needs to create a security group to give the the user access to&nbsp;see that Saved Search in the list and add it as a ''Dashboard ''Tile.</div> 
&nbsp;

== Modify the Existing Saved Search ==

You can modify the existing saved search from Metadata to Full Text or combined or vice versa. To do so:

1. '''Click''' the ''My Saved Searches'' drop-down.

2.&nbsp;'''Select''' the preferred option from the list. The search results appear in the results field.

3.&nbsp;'''Edit''' the search results as required. You can either narrow down the search results as required or change the search to a ''Combined'' search from a ''Full Text'' search.

4.&nbsp;'''Click '''the ''Save'' [[File:Smart link5.jpeg|RTENOTITLE]]&nbsp;icon.

== Ability to select or download Agreements in Bulk using Save Search ==

Use Bulk Actions to perform select or download&nbsp;multiple Agreements at the same time. You can define saved searches with ability to download Agreement documents in bulk. When this saved search is used on the ''Agreements'' page, you can select multiple Agreement records and also&nbsp;download their Agreement documents in one-go in a zip file. The following options are available:

*''Approve'' 
*''Reject'' 
*''Delete'' 
*''Send for Approval'' 
*''Send for External Signature'' 
*''Download'' 

To download Agreements in bulk:

1.&nbsp;'''Select '''Entities to search for and save&nbsp;your search. The ''Save Search'' popup opens.

2. The ''Advanced Criteria'' on the ''Save Search ''window&nbsp;allows you to perform bulk actions.

3.&nbsp;'''Select''' ''Yes'' for ''Bulk Actions.''

4.&nbsp;'''Select''' the ''Download'' option.

5.&nbsp;'''Click''' ''Save''.
<div class="image-green-border">[[File:Saved Searches Save Sreach window 7.8.PNG|Save Search window]]</div> <div class="image-green-border">&nbsp;</div> 
== Configuring Global Favorites&nbsp; ==

ICM Administrators can now set default favorites for all the users in the domain.&nbsp; They will be able to pin the necessary saved searches for external users/suppliers (who do not have access to saved searches) so that they can easily find actions and even view the filtered lists.

To set Global Favorites by an Administrator:

1.'''Click '''the ''Search'' icon. The ''Search'' page opens.

2.&nbsp;'''Select '''the entity in the ''Please Select Entities to Search ''drop-down list. For example, ''RFx''.

3.&nbsp;'''Click '''the ''Save'' icon next to ''My Saved Searches''. The ''Save Search'' window opens.
<div class="image-green-border">[[File:RFx-GF.png|720px|RFx-GF.png]]</div> 
4.&nbsp;'''Enter '''a name in the ''Save search as ''field. For example, ''RFx Favorites''.
<div class="image-green-border">
5.&nbsp;'''Toggle '''''Global Search ''field to''Yes''.

6.&nbsp;'''Toggle '''''Global Favourite ''field to''Yes''.

7.&nbsp;'''Select '''''Security Groups ''from the drop-down list. For example, ''Buyer Security Group ''and ''Supplier Security Group''.

8.&nbsp;'''Select '''''Org Units Upto ''from the drop-down list.

9.&nbsp;'''Select '''''Org Units From ''the drop-down list.

[[File:Save-Search-GF.png|720px|Save-Search-GF.png]]

10.&nbsp;'''Click '''''Save''. Saved Search ''RFx Favorites ''is saved as a global favorite.

Administrators can set the order of global favorites for any entity using ''Manage Global Favorites''.

11.&nbsp;'''Click '''''Manage Global Favorites''. The ''Manage Global Favorites'' window opens.

[[File:Manage-GF.png|720px|Manage-GF.png]]
</div> <div class="image-green-border">
12.&nbsp;'''Select '''the entity in the ''Please Select Entity ''field. For example, Agreement. All the global favorites of the Agreement entity are displayed.Users can use the ''Up ''arrow and ''Down'' arrow icons to set the order of global favorites of the selected entity.

13.&nbsp;'''Click '''''Save''.

[[File:Manage- Global- Fav-2.png|720px|Manage- Global- Fav-2.png]]
</div> 
== Accessing Global Favorites at Agreement Level ==

1.&nbsp;'''Click '''the ''Sourcing ''tile.
<div class="image-green-border">[[File:Sourcing Tile-GF.png]]</div> 
2.&nbsp;'''Click '''''RFx. ''The ''RFx'' index page is displayed.The configured Saved Search ''RFx Favorites'' is already pinned on the RFx index page as ''Global'' ''Favorites''.
<div class="image-green-border">[[File:RFX-Favourites-GF.png|720px|RFX-Favourites-GF.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note: '''When users pin the searches along with global favorites, they won’t get any more updates on global favorites.</div> 
'''Related Topics:'''&nbsp;[[Using_Advanced_Search|Advanced Search]] &nbsp;| &nbsp;[[My_Dashboard|My_Dashboard]]&nbsp; | [[Creating_Smart_Links|Creating Smart Links]]