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*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. For more details refer to the section "Ability to perform actions on Agreements in Bulk using Save Search" below. | *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. For more details refer to the section "Ability to perform actions on Agreements in Bulk using Save Search" below. | ||
<div class="note-box">'''Note:''' For a global search, the Admin needs to create a security group to give the the user access to see that Saved Search in the list and add it as a Dashboard Tile.</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-Saved Searches-Drawer-Save View.png|720px]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> | <div class="note-box">'''Note:''' For a global search, the Admin needs to create a security group to give the the user access to see that Saved Search in the list and add it as a Dashboard Tile.</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:8.0-Saved Searches-Drawer-Save View.png|720px]]</div> <div class="image-green-border"> </div> <div class="image-green-border"> </div> | ||
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== Modify the Existing Saved Search == | == Modify the Existing Saved Search == | ||
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1. '''Click''' the "More Views" dropdown. | 1. '''Click''' the "More Views" dropdown. | ||
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2. '''Select''' the preferred option from the list. The search results appear in the results field. | 2. '''Select''' the preferred option from the list. The search results appear in the results field. | ||
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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. | 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. | ||
| − | <div class="image-green-border"> | + | <div class="image-green-border"> </div> |
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== Ability to perform actions on Agreements in Bulk using Save Search == | == Ability to perform actions on Agreements in Bulk using Save Search == | ||
Revision as of 07:17, 17 December 2021
Contents
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 "Advanced Search" page opens.
2. Enter or select appropriate entities from the entity dropdown list and type the keywords in the "Refine Search" box.
Note: Default entities are already selected and displayed with respective entity groupings.
3. Select data type from the data type filter dropdown.
4. Click the "Search" button, the results matching your keywords are displayed.
5. In the collapsible "Refine Search" section on the left, click the "Select Field" 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 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 "Cancelled", all Agreements in those states are displayed.
6. Click the Cancel icon on inidividual filters to remove them.
7. Choose "Custom Keyword" filter with desired text and click the "Apply" button to further refine the search.
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 those are in "Waiting for Approval" state:
1. Click the "Save View" button icon on the to . The Save View drawer opens. Set the parameters for this saved search.
2. Type a name for the search. Use a name that you can easily associate with this search.
3. Click "Yes" to make it a global 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.
4. Specify the Advanced Parameters as follows:
- 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.
- Dashboard Tile: 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.
- 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. For more details refer to the section "Ability to perform actions on Agreements in Bulk using Save Search" below.
Modify the Existing Saved Search
You can modify the existing saved search from "More Views" dropdown. To do so:
1. Click the "More Views" dropdown.
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.
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 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 upper section requires the following entries:
The lower section is of "Advanced Criteria" which allows you to select the bulk actions to perform.
3. Select "Yes" for Bulk Actions.
4. Select the desired action checkbox. For example, select "Approve".
5. Click "Save".
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:
- Click Search on the Home page. The Search page opens.
- Select entity in Entity drop-down. For example, Agreement.
- Select extended attribute as 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 extension attribute Vehicle Type will be displayed.
screen
Users can save the search criteria with extended attributes as search parameters and use as global or local Saved Search.
Related Topics: Advanced Search | Creating Smart Links | Adding Global Favorites to Entity Details Page | Adding Associations
