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= Using Saved Searches =
 
= Using Saved Searches =
  
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You can use the [[Using_Advanced_Search|advanced search]] option to search for existing entities. You can save these searches and pin them as favorites for easier access.
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You can use the Advanced search option to search for existing entities. You can save these searches and pin them as favorites for easier access.
  
 
To save your Search:
 
To save your Search:
  
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#'''Click''' the Search [[File:Saving your Search1.png|Saving your Search1.png]]. tile at the top right of [[My_Dashboard|My Dashboard]]. The [[Using_Advanced_Search|Advanced Search]] page opens.
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1. '''Click''' the "Advanced" link on the "Home" page. The "Search" page opens.
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#In the ''Please select Entities to search'' field, '''enter '''or '''select''' appropriate entities from the list and type the keywords to search in the ''Enter Search here'' field.  
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<div class="image-green-border">[[File:Advanced Search3.PNG|600px|Advanced Search3.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">Fill the different "Search" criteria.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Agreement Details- Advance-Search1.1.png|720px]]</div>
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<div class="image-green-border">[[File:Save search1.png|Saved Searches]]</div> <ol start="3">
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2. '''Enter '''or&nbsp;'''select''' appropriate entities from the entity dropdown list&nbsp;and type the keywords in the "Refine Search"&nbsp;box.
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<li>'''Select''' from these options:</li>
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<div class="image-green-border">[[File:Advanced Search4.PNG|360px|Advanced Search4.PNG]]</div>
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</ol>
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'''Note:''' Default entities are already selected and displayed with respective entity groupings.
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3. '''Select'''&nbsp;the data type from the data type filter dropdown.
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<div class="image-green-border">[[File:Advanced Search5.PNG|480px|Advanced Search5.PNG]]</div>  
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4.&nbsp;'''Click'''&nbsp;the "Search" button, the results matching your keywords are displayed.
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<div class="image-green-border">[[File:8.0-Agreement Details- Advance-Search2.png|720px|8.0-Agreement Details- Advance-Search2.png]]</div>  
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5. '''Click '''the filter icon in the top extreme left to expand the "Refine View" section.
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6. '''Click'''&nbsp;the "Select Field"&nbsp;drop-down under "Categories" 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", "Cancelled", "Executed", and so on.&nbsp;If you select the status as "Approved" and "Executed",&nbsp;all Agreements under&nbsp;those&nbsp;states&nbsp;are displayed.&nbsp;
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<div class="image-green-border">[[File:8.0-Agreement Details- Advance-Search3.png|720px|8.0-Agreement Details- Advance-Search3.png]]</div>  
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6. '''Click '''the Cancel icon on individual filters to remove them.&nbsp;
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7. Choose the "Custom Keyword" filter with desired text and '''click&nbsp;'''the "Apply" button to further refine the search.
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<div class="image-green-border">[[File:Advanced Search8.PNG|240px|Advanced Search8.PNG]]</div>  
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8. '''Click '''the "Clear All" button to remove all the filters at a time.
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9. 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;">
 
<ul style="margin-left: 40px;">
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<li>'''Metadata''': the search is performed in the metadata of the selected Agreement.</li>
 
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<li>'''Full Text''': the search is performed within the contents of the document of the selected Agreement.</li>
 
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</ul>
 
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<ol start="4">
 
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<li>'''Click'''&nbsp;the Search [[File:Smart link2.jpeg|RTENOTITLE]] icon, the results matching your keywords are displayed.</li>
 
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<li>To narrow down your search, under ''Search For'', '''click''' the&nbsp;''Select 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 '''Draft''' (select the check box next to 'Draft'), all Agreements in the ''Draft'' status are displayed.</li>
 
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<li>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;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;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;Suffix * to a search term.&nbsp;It shows existing items which start with this term</li>
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<li>"...":&nbsp;Type a search term in double quotes.&nbsp;It shows existing items which include the search term</li>
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<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>
 
<li>...(space)...:&nbsp;Type multiple search terms with a space in between.&nbsp;It shows existing items which include the search terms</li>
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</ul> </li>
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</ul>
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</ol>
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<ul style="margin-left: 40px;">
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</ul>
  
 
&nbsp;
 
&nbsp;
  
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=== '''Saving your Search Results''' ===
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&nbsp;
  
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If you have the search criteria defined and have fine-tuned the results you are seeing, save the search:
 
  
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#'''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 Combines.  
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#'''Type''' a name for the search. Use a name that you can easily associate with this search.  
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#'''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.  
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=== Saving your Search Results ===
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<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.</div> <ol start="4">
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<li>Specify the Advanced Parameters as follows: <ul style="list-style-type: disc;">
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If you have the search criteria defined and have fine-tuned the results you are seeing, save the search, for example, search for all Agreements that are in the "Waiting for Approval" state:
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<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|Agreement_Details_Page]].&nbsp;</li>
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<li>Dashboard Tile: select '''Yes'''&nbsp;if you would like to use this saved search as Dashboard Tile. Dashboard Tiles appear on [[My_Dashboard|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;">
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1. '''Click'''&nbsp;&nbsp;"Save'''&nbsp;'''View" on the top. The&nbsp;Save View drawer&nbsp;opens. Set the parameters for this saved search.
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<li>sum shows the total contract value of all agreements found in the search</li>
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<div class="image-green-border">[[File:8.0-Saved Searches-Save View2.png|720px|8.0-Saved Searches-Save View2.png]]</div>
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<li>average presents the average contract value of all selected Agreements</li>
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2.&nbsp;'''Type''' a "View Name" for the search. Use a name that you can easily associate with this search for example, "All Waiting for Approval".
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<li>count displays the total number of Agreements found in the search.</li>
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<div class="image-green-border">[[File:8.0-Saved Searches-Drawer-Save View2.png|720px|8.0-Saved Searches-Drawer-Save View2.png]]</div>
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</ul> </li>
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3.&nbsp;'''Click'''&nbsp;"Yes" in "Global Access to view" to make it a global&nbsp;search, if you would like&nbsp;all users of the selected Security Groups and Organization Units to see it. '''Select'''&nbsp;"No" to save this search locally which is only seen by the person saving it and not by anyone else.
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</ul> </li>
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</ol>
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If set to "Yes" the following options are displayed
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<div class="note-box">'''Note:'''&nbsp;A&nbsp;Search defined as a Smart link cannot be set as a Dashboard tile.&nbsp;</div> <ul style="margin-left: 40px;">
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<div class="image-green-border">[[File:8.0-Saved Searches-Drawer-Save View1.png|520px|8.0-Saved Searches-Drawer-Save View1.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">Note: Only the ICI Administrator can create and save a Global Search. However, all ICI 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> <div class="image-green-border">&nbsp;</div>  
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<li>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.</li>
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4. Specify the Advanced Parameters under the "Advanced Criteria" section as follows:
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</ul>
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<div class="image-green-border">[[File:8.0-Agreement Details- Advance-Search4.png|720px|8.0-Agreement Details- Advance-Search4.png]]</div>  
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<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>  
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*Smart Link: set it as a smart link to view all documents relevant to this search. Smart links appear as an icon on the left navigation pane if configured or as an action button under 3 dots on the Agreement Details page.&nbsp;
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&nbsp;
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<div class="image-green-border">[[File:8.0-Agreement Details- Advance-Search5.png|520px|8.0-Agreement Details- Advance-Search5.png]]</div>  
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*Dashboard Tile View: '''select '''''Yes&nbsp;''if you would like to use this saved search as Dashboard Tile. Dashboard Tiles appear on the Home page 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:  
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**sum shows the total contract value of all agreements found in the search  
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**average presents the average contract value of all selected Agreements  
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**count displays the total number of Agreements found in the search.  
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<div class="image-green-border">'''Note:'''&nbsp;A&nbsp;Search defined as a Smart link cannot be set as a Dashboard tile.&nbsp;</div>  
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*Allow Bulk Actions on List View: 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.  
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For more details on the Bulk Actions option refer to the section "Ability to perform actions on Agreements in Bulk using Save Search" below.
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<div class="note-box">'''Note:''' For a global search, the Admin needs to create a security group to give the user access to&nbsp;see that Saved Search in the list and add it as a Dashboard Tile.</div>
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For few Save View the following option is displayed
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*Available on Dashboard: '''select '''to view this tile on the Dashboard
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<div class="image-green-border">[[File:8.0-Saved Searches-Advance Search.png|420px|8.0-Saved Searches-Advance Search.png]]</div>
  
 
== Modify the Existing Saved Search ==
 
== Modify the Existing Saved Search ==
  
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You can modify the existing saved search from Metadata to Full Text or combined or vice versa. To do so:
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You can modify the existing saved search from the "More Views" dropdown. To do so:
  
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#'''Click''' the ''My Saved Searches'' drop-down.  
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1. '''Click''' the "More Views" dropdown in the title bar.
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#'''Select''' the preferred option from the list. The search results appear in the results field.
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<div class="image-green-border">[[File:8.0-Saved Searches-Drawer-MoreViews.png|420px|8.0-Saved Searches-Drawer-MoreViews.png]]</div>
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#'''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.
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2.&nbsp;'''Select''' the preferred option from the list. The search results appear in the results field.
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#'''Click '''the ''Save'' [[File:Smart link5.jpeg|RTENOTITLE]]&nbsp;icon.  
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== Ability to select or download Agreements in Bulk using Save Search ==
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3.&nbsp;'''Edit''' the search results as required.
  
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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:
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4.&nbsp;'''Click '''the "Update View" button to update the existing Saved Search or the "Save View As" button to save it as a new saved search.
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<ul style="margin-left: 40px;">
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<div class="image-green-border">[[File:8.0-Saved Searches-Drawer-Update-MoreViews.png|720px|8.0-Saved Searches-Drawer-Update-MoreViews.png]]</div>
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<li>''Approve''</li>
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&nbsp;
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<li>''Reject''</li>
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<li>''Delete''</li>
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== Ability to Perform Actions on Agreements in Bulk using Save Search ==
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<li>''Send for Approval''</li>
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<li>''Send for External Signature''</li>
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Use Bulk Actions to perform select or download&nbsp;multiple Agreements at the same time. You can define saved searches with the 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:
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<li>''Download''</li>
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</ul>
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*Approve  
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*Reject  
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*Delete  
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*Send for Approval  
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*Send for External Signature  
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*Download  
  
 
To download Agreements in bulk:
 
To download Agreements in bulk:
  
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#'''Select '''Entities to search for and save&nbsp;your search. The ''Save Search'' popup opens.  
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1.&nbsp;'''Select '''Entities to search for and save&nbsp;your search.
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#The ''Advanced Criteria'' on the ''Save Search popup'' allows you to perform bulk actions.  
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#'''Select''' ''Yes'' for ''Bulk Actions.''
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2. '''Click '''"Save View", and the saved search&nbsp;drawer opens. The drawer has two sections.&nbsp;
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#'''Select''' the ''Download'' option.  
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<div class="image-green-border">The lower section is of "Advanced Criteria" which allows you to select the bulk actions to perform.</div>
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#'''Click''' ''Save''.  
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3.&nbsp;'''Select'''&nbsp;"Yes" for Bulk Actions.
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<div class="image-green-border">[[File:Save Search Bulk Actions.png|Save Search - Bulk Actions - Download.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box" style="margin-left: 6.6pt;">'''Note: '''For a global search, the Admin needs to create a security group to give the user access to see that Saved Search in the list and add it as a ''Dashboard Tile''.</div>  
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<div class="image-green-border">[[File:8.0-Saved Searches-Drawer-BulkAction3png.PNG|420px|8.0-Saved Searches-Drawer-BulkAction3png.PNG]]</div>
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4.&nbsp;'''Select''' the desired action checkbox. For example, select "Approve", "Reject" and "Download".
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5.&nbsp;'''Click'''&nbsp;"Save".
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<div class="image-green-border">When you select this bulk action saved search under "More Views" the saved search will be displayed. Select all entities and set of entities for the&nbsp;"Approve", Reject" and&nbsp;&nbsp;"Download" buttons to appear to perform the respective bulk&nbsp;action.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Saved Searches-Index-Bulk-Actions.png|720px|8.0-Saved Searches-Index-Bulk-Actions.png]]</div> <div class="image-green-border">&nbsp;</div>  
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== Adding Global Favorites ==
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For detailed information on Global Favorites and how to use them, refer to "Adding Global Favorites to Entity Details page".
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&nbsp;
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== Saving a Search with Extension Attributes ==
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Users can search and retrieve entities with extended attributes as search parameters and save the search criteria as a saved search. Extended attributes are available in search facets drop-downs along with regular attributes.&nbsp;
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To search entities with extension attributes:
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#'''Click '''Search or "Advanced" Search&nbsp;on the Home page. The Search page opens. For more details refer to the search at the start of this page.
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#'''Select '''entity in Entity drop-down. For example, Agreement. '''Note:''' By default "Agreement" is selected.
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#'''Click '''"Search"
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#'''Type "'''Extension Attribute:&nbsp; " as a search parameter in the Categories drop-down. Extension attributes are available in search drop-down with Extension Attributes: prefix. For example, Extension Attribute: Vehicle Type.&nbsp;
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All the entities with the extension attribute "City"&nbsp;will be displayed.
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Users can save the search criteria with extended attributes as search parameters and use them as global or local Saved Search. Refer Saving your search Results section above for more details
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<div class="image-green-border">[[File:8.0-Saved Searches-Search-Extended.png|720px|8.0-Saved Searches-Search-Extended.png]]</div>  
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&nbsp;
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&nbsp;
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&nbsp;
 
&nbsp;
  
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&nbsp;
  
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'''Related Topics:'''&nbsp;[[Using_Advanced_Search|Advanced Search]] &nbsp;| &nbsp;[[My_Dashboard|My_Dashboard]]&nbsp; | [[Creating_Smart_Links|Creating Smart Links]]
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'''Related Topics:'''&nbsp;'''&nbsp;'''[http://int-wiki.cloudapp.net:8092/ICIHelp8.0/index.php?title=Agreement_Management Agreement Management]&nbsp;|&nbsp;[http://int-wiki.cloudapp.net:8092/ICIHelp8.0/index.php?title=Requests Requests]&nbsp;|&nbsp;[http://int-wiki.cloudapp.net:8092/ICIHelp8.0/index.php?title=Searching_agreements_and_requests Searching agreements and requests]&nbsp;| [[Adding_Global_Favorites_to_Entity_Details_page|Adding Global Favorites to Entity Details Page]]<br/> &nbsp;|&nbsp;[http://int-wiki.cloudapp.net:8092/ICIHelp8.0/index.php?title=Bulk_Actions Bulk Actions]&nbsp;|&nbsp;[http://int-wiki.cloudapp.net:8092/ICIHelp8.0/index.php?title=Sending_agreements_for_approval_during_bulk_creation Sending agreements for approval during bulk creation]&nbsp;|

Latest revision as of 10:33, 24 January 2022

 

 

 

 

Using Saved Searches

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

To save your Search:

1. Click the "Advanced" link on the "Home" page. The "Search" page opens.

Advanced Search3.PNG
 
Fill the different "Search" criteria.
 
8.0-Agreement Details- Advance-Search1.1.png

2. Enter or select appropriate entities from the entity dropdown list and type the keywords in the "Refine Search" box.

Advanced Search4.PNG

Note: Default entities are already selected and displayed with respective entity groupings.

3. Select the data type from the data type filter dropdown.

Advanced Search5.PNG

4. Click the "Search" button, the results matching your keywords are displayed.

8.0-Agreement Details- Advance-Search2.png

5. Click the filter icon in the top extreme left to expand the "Refine View" section.

6. Click the "Select Field" drop-down under "Categories" and select an option from the list provided. The number in the bracket indicates the number of items available containing that search term. You can select multiple options. For example, selecting the field "Status, displays the count of Agreements that have status as "Draft", "Approved", "Cancelled", "Executed", and so on. If you select the status as "Approved" and "Executed", all Agreements under those states are displayed. 

8.0-Agreement Details- Advance-Search3.png

6. Click the Cancel icon on individual filters to remove them. 

7. Choose the "Custom Keyword" filter with desired text and click the "Apply" button to further refine the search.

Advanced Search8.PNG

8. Click the "Clear All" button to remove all the filters at a time.

9. A list of these Agreements is displayed as a search result in the tabular format. Enhance your search using wildcards as follows:

  • *...*: Type a search term in between the star characters. It shows existing items which include the respective search term
  • *...: Prefix * to a search term. It shows existing items which end with this term
  • ...*: Suffix * to a search term. It shows existing items which start with this term
  • "...": Type a search term in double-quotes. It shows existing items which include the search term
  • ...(space)...: Type multiple search terms with a space in between. It shows existing items which include the search terms

 

 



Saving your Search Results

If you have the search criteria defined and have fine-tuned the results you are seeing, save the search, for example, search for all Agreements that are in the "Waiting for Approval" state:

1. Click  "Save View" on the top. The Save View drawer opens. Set the parameters for this saved search.

8.0-Saved Searches-Save View2.png

2. Type a "View Name" for the search. Use a name that you can easily associate with this search for example, "All Waiting for Approval".

8.0-Saved Searches-Drawer-Save View2.png

3. Click "Yes" in "Global Access to view" to make it a global search, if you would like all users of the selected Security Groups and Organization Units to see it. Select "No" to save this search locally which is only seen by the person saving it and not by anyone else.

If set to "Yes" the following options are displayed

8.0-Saved Searches-Drawer-Save View1.png
 
Note: Only the ICI Administrator can create and save a Global Search. However, all ICI 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.
 

4. Specify the Advanced Parameters under the "Advanced Criteria" section as follows:

8.0-Agreement Details- Advance-Search4.png
  • Smart Link: set it as a smart link to view all documents relevant to this search. Smart links appear as an icon on the left navigation pane if configured or as an action button under 3 dots on the Agreement Details page. 
8.0-Agreement Details- Advance-Search5.png
  • Dashboard Tile View: select Yes if you would like to use this saved search as Dashboard Tile. Dashboard Tiles appear on the Home page 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 parameters for the numeric value. As the options suggest:
    • sum shows the total contract value of all agreements found in the search
    • average presents the average contract value of all selected Agreements
    • count displays the total number of Agreements found in the search.
Note: A Search defined as a Smart link cannot be set as a Dashboard tile. 
  • Allow Bulk Actions on List View: 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.

For more details on the Bulk Actions option refer to the section "Ability to perform actions on Agreements in Bulk using Save Search" below.

Note: For a global search, the Admin needs to create a security group to give the user access to see that Saved Search in the list and add it as a Dashboard Tile.

For few Save View the following option is displayed

  • Available on Dashboard: select to view this tile on the Dashboard
8.0-Saved Searches-Advance Search.png

Modify the Existing Saved Search

You can modify the existing saved search from the "More Views" dropdown. To do so:

1. Click the "More Views" dropdown in the title bar.

8.0-Saved Searches-Drawer-MoreViews.png

2. Select the preferred option from the list. The search results appear in the results field.

3. Edit the search results as required.

4. Click the "Update View" button to update the existing Saved Search or the "Save View As" button to save it as a new saved search.

8.0-Saved Searches-Drawer-Update-MoreViews.png

 

Ability to Perform Actions on Agreements in Bulk using Save Search

Use Bulk Actions to perform select or download multiple Agreements at the same time. You can define saved searches with the 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 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. Select Entities to search for and save your search.

2. Click "Save View", and the saved search drawer opens. The drawer has two sections. 

The lower section is of "Advanced Criteria" which allows you to select the bulk actions to perform.

3. Select "Yes" for Bulk Actions.

8.0-Saved Searches-Drawer-BulkAction3png.PNG

4. Select the desired action checkbox. For example, select "Approve", "Reject" and "Download".

5. Click "Save".

When you select this bulk action saved search under "More Views" the saved search will be displayed. Select all entities and set of entities for the "Approve", Reject" and  "Download" buttons to appear to perform the respective bulk action.
 
8.0-Saved Searches-Index-Bulk-Actions.png
 

Adding Global Favorites

For detailed information on Global Favorites and how to use them, refer to "Adding Global Favorites to Entity Details page".

 

Saving a Search with Extension Attributes

Users can search and retrieve entities with extended attributes as search parameters and save the search criteria as a saved search. Extended attributes are available in search facets drop-downs along with regular attributes. 

To search entities with extension attributes:

  1. Click Search or "Advanced" Search on the Home page. The Search page opens. For more details refer to the search at the start of this page.
  2. Select entity in Entity drop-down. For example, Agreement. Note: By default "Agreement" is selected.
  3. Click "Search"
  4. Type "Extension Attribute:  " as a search parameter in the Categories drop-down. Extension attributes are available in search drop-down with Extension Attributes: prefix. For example, Extension Attribute: Vehicle Type. 

All the entities with the extension attribute "City" will be displayed.

Users can save the search criteria with extended attributes as search parameters and use them as global or local Saved Search. Refer Saving your search Results section above for more details

8.0-Saved Searches-Search-Extended.png

 

 

 

 

 

Related Topics:  Agreement Management | Requests | Searching agreements and requests | Adding Global Favorites to Entity Details Page
 | Bulk Actions | Sending agreements for approval during bulk creation |

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