Saved Searches - Revision history

Shefali DK at 10:33, 24 January 2022

2022-01-24T10:33:13Z

Shefali DK at 10:27, 24 January 2022

2022-01-24T10:27:10Z

Shefali DK at 09:52, 24 January 2022

2022-01-24T09:52:56Z

Shefali DK at 08:01, 24 January 2022

2022-01-24T08:01:51Z

Shefali DK at 07:58, 24 January 2022

2022-01-24T07:58:12Z

Shefali DK at 07:57, 24 January 2022

2022-01-24T07:57:16Z

Shefali DK at 07:51, 24 January 2022

2022-01-24T07:51:32Z

Shefali DK at 07:48, 24 January 2022

2022-01-24T07:48:56Z

Shefali DK at 06:42, 24 January 2022

2022-01-24T06:42:37Z

Shefali DK at 06:36, 24 January 2022

2022-01-24T06:36:17Z

@@ Line 48: / Line 48: @@
 &nbsp;
@@ Line 66: / Line 67: @@
 <div class="image-green-border">[[File:8.0-Agreement Details- Advance-Search4.png|720px|8.0-Agreement Details- Advance-Search4.png]]</div>
 *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;
-<div class="image-green-border">[[File:8.0-Agreement Details- Advance-Search5.png|720px]]</div>
+<div class="image-green-border">[[File:8.0-Agreement Details- Advance-Search5.png|520px|8.0-Agreement Details- Advance-Search5.png]]</div>
 *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:
 **sum shows the total contract value of all agreements found in the search

@@ Line 48: / Line 48: @@
 &nbsp;
@@ Line 64: / Line 65: @@
 . Specify the Advanced Parameters under the "Advanced Criteria" section as follows:
 <div class="image-green-border">[[File:8.0-Agreement Details- Advance-Search4.png|720px|8.0-Agreement Details- Advance-Search4.png]]</div>
-*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;
+*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;
 *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:
 **sum shows the total contract value of all agreements found in the search

@@ Line 48: / Line 48: @@
 &nbsp;
 === Saving your Search Results ===
@@ Line 76: / Line 77: @@
 *Available on Dashboard: '''select '''to view this tile on the Dashboard
 <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 ==

@@ Line 6: / Line 6: @@
 &nbsp;
+&nbsp;
 = Using Saved Searches =
@@ Line 15: / Line 15: @@
 .&nbsp;'''Click''' the "Advanced"&nbsp;link on the "Home"&nbsp;page. The "Search"&nbsp;page opens.
-<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.png|720px]]</div>
+<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>
 . '''Enter '''or&nbsp;'''select''' appropriate entities from the entity dropdown list&nbsp;and type the keywords in the "Refine Search"&nbsp;box.
 <div class="image-green-border">[[File:Advanced Search4.PNG|360px|Advanced Search4.PNG]]</div>

@@ Line 5: / Line 5: @@
 &nbsp;
@@ Line 14: / Line 15: @@
 .&nbsp;'''Click''' the "Advanced"&nbsp;link on the "Home"&nbsp;page. The "Search"&nbsp;page opens.
-<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.png|720px|8.0-Agreement Details- Advance-Search1.png]]</div>
+<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.png|720px]]</div>
 . '''Enter '''or&nbsp;'''select''' appropriate entities from the entity dropdown list&nbsp;and type the keywords in the "Refine Search"&nbsp;box.
 <div class="image-green-border">[[File:Advanced Search4.PNG|360px|Advanced Search4.PNG]]</div>

@@ Line 44: / Line 44: @@
 &nbsp;
@@ Line 55: / Line 56: @@
 <div class="image-green-border">[[File:8.0-Saved Searches-Drawer-Save View2.png|720px|8.0-Saved Searches-Drawer-Save View2.png]]</div>
 .&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.
 <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>
 . Specify the Advanced Parameters under the "Advanced Criteria" section as follows:
+<div class="image-green-border">[[File:8.0-Agreement Details- Advance-Search4.png|720px|8.0-Agreement Details- Advance-Search4.png]]</div>
 *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;
 *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:
@@ Line 63: / Line 66: @@
 **average presents the average contract value of all selected Agreements
 **count displays the total number of Agreements found in the search.
-<div class="image-green-border">[[File:8.0-Agreement Details- Advance-Search4.png|720px]]</div>
+<div class="image-green-border">'''Note:'''&nbsp;A&nbsp;Search defined as a Smart link cannot be set as a Dashboard tile.&nbsp;</div>
 '''Note:'''&nbsp;A&nbsp;Search defined as a Smart link cannot be set as a Dashboard tile.&nbsp;
-−
 *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.

@@ Line 25: / Line 25: @@
 . '''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;
-<div class="image-green-border">[[File:8.0-Agreement Details- Advance-Search3.png|720px]]</div>
+<div class="image-green-border">[[File:8.0-Agreement Details- Advance-Search3.png|720px|8.0-Agreement Details- Advance-Search3.png]]</div>
 . '''Click '''the Cancel icon on individual filters to remove them.&nbsp;
@@ Line 85: / Line 85: @@
 .&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.
 <div class="image-green-border">[[File:8.0-Saved Searches-Drawer-Update-MoreViews.png|720px|8.0-Saved Searches-Drawer-Update-MoreViews.png]]</div>
 &nbsp;

@@ Line 2: / Line 2: @@
 &nbsp;
+&nbsp;
-−
 = Using Saved Searches =
@@ Line 24: / Line 24: @@
 . '''Click '''the filter icon in the top extreme left to expand the "Refine View" section.
-. '''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 "Cancelled",&nbsp;all Agreements under&nbsp;those&nbsp;states&nbsp;are displayed.&nbsp;
+. '''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;
-<div class="image-green-border">[[File:Advanced Search7.PNG|720px|Advanced Search7.PNG]]</div>
+<div class="image-green-border">[[File:8.0-Agreement Details- Advance-Search3.png|720px]]</div>
 . '''Click '''the Cancel icon on individual filters to remove them.&nbsp;