Searching agreements and requests - Revision history

WikiSysop at 06:14, 5 January 2022

2022-01-05T06:14:01Z

WikiSysop at 10:23, 17 December 2021

2021-12-17T10:23:52Z

WikiSysop at 09:23, 16 December 2021

2021-12-16T09:23:07Z

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WikiSysop at 09:04, 16 December 2021

2021-12-16T09:04:28Z

WikiSysop at 08:43, 16 December 2021

2021-12-16T08:43:39Z

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WikiSysop at 07:36, 16 December 2021

2021-12-16T07:36:50Z

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WikiSysop at 07:22, 16 December 2021

2021-12-16T07:22:05Z

WikiSysop at 10:47, 17 November 2020

2020-11-17T10:47:55Z

IDT-1 at 08:51, 11 September 2020

2020-09-11T08:51:47Z

IDT-1 at 08:58, 31 July 2020

2020-07-31T08:58:44Z

@@ Line 108: / Line 108: @@
 Refer to "Saved Searches" for details on saving a search.
 == Index Page Search ==
@@ Line 118: / Line 119: @@
 This is applicable to the following data types – Auto, Email, String and User.
-<div class="image-green-border">[[File:Searching Agreements11|RTENOTITLE]][[File:Searching Agreements11.PNG|480px|Searching Agreements11.PNG]]</div>
+<div class="image-green-border">[[File:Searching Agreements11.PNG|480px|Searching Agreements11.PNG]]</div>
 To perform a Search using the "Custom Keyword" dropdown:
@@ Line 138: / Line 139: @@
 **If you search using quotes, such as “Icertis” or ‘Icertis’, ICI displays Agreements where the customer name actually has “Icertis” or ‘Icertis’ values respectively. Thus, ICI does not display any results, unless there is really any Agreement where the customer name was entered with single or double quotes.
 <div class="note-box">'''Note: '''The above values are configurable as per your requirement in terms of names, their sequence in the dropdown, and their default value.</div>
 == Searches pinned as Favorites ==

@@ Line 65: / Line 65: @@
 *Exactly: works the same way as "Contains"&nbsp;of the "Custom Keyword" search discussed above. The only difference is that "Exactly" in Free Text search searches for the exact match across Attributes of Agreements, user-defined Associations and system-defined Associations, whereas in Custom Keyword, it searches only in that specific Attribute. If you enter a string (multiple words), ICI considers the exact string including the spaces between these words. The functionality is the same as the existing one and you can perform a search using * or other wildcard search characters as well as the "AND", "OR" operators manually. The default behavior among the entered words will remain as "AND".
 <div class="note-box">'''Note:'''The above values are configurable as per your requirement in terms of names, their sequence in the dropdown, and their default value.</div>
-=== &nbsp; ===
+&nbsp;
 === Ability to Specify a Date Range on Facet Search ===

@@ Line 96: / Line 96: @@
 .&nbsp;&nbsp;'''Click'''&nbsp;"''Agreements"&nbsp;''on the "Home"''&nbsp;''page. The ''Agreements&nbsp;''index&nbsp;page opens.&nbsp;
-<div class="image-green-border">[[File:1-cate home.png|720px|RTENOTITLE]]<br/> &nbsp;<br/> Now let’s consider an example of searching Agreements with the "''PrimaryOwner"'' role using the "''Team Member: Role Name"'' category.<br/> <br/> 2.&nbsp; '''Enter''' a category or '''select''' one from the "''Categories"'' drop-down. For example, "''Team Member: Role Name"''.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:2-cate gr actions.png|720px|RTENOTITLE]]<br/> &nbsp;</div> <div class="note-box">'''Note''': The result may vary for the nested query searches as highlighted in the screenshot above.</div>
+<div class="image-green-border">[[File:Searching Agreements6.PNG|720px]]<br/> &nbsp;<br/> Now let’s consider an example of searching Agreements with the "''PrimaryOwner"'' role using the "''Team Member: Role Name"'' category.<br/> <br/> 2.&nbsp; '''Enter''' a category or '''select''' one from the "''Categories"'' drop-down. For example, "''Team Member: Role Name"''.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Searching Agreements7.PNG|480px]]<br/> &nbsp;</div> <div class="note-box">'''Note''': The result may vary for the nested query searches as highlighted in the screenshot above.</div>
 <br/> 3.&nbsp;&nbsp;'''Select''' the Role(s) for which you want to view the Agreements. For example, "''PrimaryOwner"''. &nbsp;All Agreements&nbsp;logged on with user as "''PrimaryOwner"'' are displayed.&nbsp;
-<div class="image-green-border">[[File:3-cate gr actions.png|720px|RTENOTITLE]]<br/> &nbsp;<br/> 4.&nbsp;&nbsp; &nbsp;Let’s refine our search, '''select''' categories like "''Team Member: User Name"'' (for example, "''ICM Admin"'') from the "''Categories"'' drop-down.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:4-cate gr actions.png|720px|RTENOTITLE]]&nbsp;<br/>  <br/> 5.&nbsp;&nbsp; &nbsp;To further refine our search, select additional categories such as "''Status"'' (for example, "''Status: Waiting For Approval"'') from the Categories drop-down.<br/> <br/> All Agreements where Team role is "''PrimaryOwner"'', "''User Name"&nbsp;''is "''ICM Admin"'', and "''Status"'' is "''Waiting For Approval"'' are displayed as shown in the screenshot below.<br/> <br/> [[File:5-cate gr actions.png|720px|RTENOTITLE]]</div>
+<div class="image-green-border">[[File:Searching Agreements8.PNG|720px]]<br/> &nbsp;<br/> 4.&nbsp;&nbsp; &nbsp;Let’s refine our search, '''select''' categories like "''Team Member: User Name"'' (for example, "''ICM Admin"'') from the "''Categories"'' drop-down.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Searching Agreements9.PNG|720px]]&nbsp;<br/>  <br/> 5.&nbsp;&nbsp; &nbsp;To further refine our search, select additional categories such as "''Status"'' (for example, "''Status: Waiting For Approval"'') from the Categories drop-down.<br/> <br/> All Agreements where Team role is "''PrimaryOwner"'', "''User Name"&nbsp;''is "''ICM Admin"'', and "''Status"'' is "''Waiting For Approval"'' are displayed as shown in the screenshot below.<br/> <br/> [[File:Searching Agreements10.PNG|720px]]</div>
 == Saved Search ==
 Follow these steps to use your saved searches:
-.&nbsp;'''Click''' "Agreements"''on the ''"Home" ''page. The agreement&nbsp;index page&nbsp;opens, which displays&nbsp;all the existing agreements.
+.&nbsp;'''Click''' "Agreements"''on the ''"Home" ''page. The agreement&nbsp;index page&nbsp;opens, which displays&nbsp;all the existing agreements.''
 .&nbsp;'''Click''' the ''Saved Searches''&nbsp;"More Views" drop down and select the desired saved search. Refer to "''Using Advanced Search"&nbsp;''for details on saving a search. The agreements that match your search&nbsp;criteria are displayed.
@@ Line 118: / Line 118: @@
 This is applicable to the following data types – Auto, Email, String and User.
-<div class="image-green-border">[[File:1080px-Custom keyword gr actions.png|720px|RTENOTITLE]]</div>
+<div class="image-green-border">[[File:Searching Agreements11]][[File:Searching Agreements11.PNG|480px]]</div>
 To perform a Search using the "''Custom Keyword"'' dropdown:
@@ Line 128: / Line 128: @@
 *"Contains" -&nbsp;displays all Agreements where the selected Attribute facet value contains the entered value anywhere in the Attribute value. The functionality is the same as the existing one and you can perform a search using ''*'' or any other wildcard search characters as well as the "''AND", "OR"'' operators manually. The default behavior among the entered words will remain as "''AND"''.
-<div class="image-green-border">[[File:Search and Agreement3 gr actions home.png|720px|RTENOTITLE]]</div>
+<div class="image-green-border">[[File:Searching Agreements12.PNG|720px]]</div>
 *"Exactly" -&nbsp;''displays all the Agreements where the selected Attribute facet value exactly contains the entered value anywhere in the Attribute value. If you enter a string (multiple words), ICI considers the exact string including the spaces between these words.''
-<div class="image-green-border">[[File:Search ad Agreement3 gr actions home.png|720px|RTENOTITLE]]</div>
+<div class="image-green-border">[[File:Searching Agreements13.PNG|600px]]</div>
 *Starts With: displays all Agreements where the selected Attribute facet value starts with the entered value. If you enter a string (multiple words), ICI considers the exact string including the spaces entered between these words.
-<div class="image-green-border">[[File:1080px-Automation gr actions.png|720px|RTENOTITLE]]</div>
+<div class="image-green-border">[[File:Searching Agreements14.PNG|600px]]</div>
 *''Let’s see some examples:''
 **If you select "''Customer name"'' as search facet, and enter "''Icertis Canada"'' in the custom keyword box, then ICI searches Agreements where the customer name Attribute value starts with "''Icertis Canada"'', such as, "''Icertis Canada Products Ltd", "Icertis Canada Services Ltd",'' and so on. ICI does not display Agreements where customer name is "''Icertis Europe Products Ltd", "Canada Interactive Ltd" or "Icertis Advanced Systems Canada Ltd"''.

@@ Line 12: / Line 12: @@
 This search is case-insensitive and ICI displays all the values of the specified facet Attribute and not just the top 1000 values. You can filter the search facet values, select one or multiple of these by checking the relevant checkboxes, and then again select another facet attribute and continue the process to apply multiple facet filters. As soon as you select another facet attribute, the textbox is refreshed.&nbsp;This feature is applicable to the following data types – String, User, Auto, Email, and URL. It is enabled on all search pages, including Index pages, Advanced Search page, Lookup Search page, and so on.
-<div class="image-green-border">[[File:1080px-Searching for Agreements and Requests Agreements page 7.8 gr actions.png|720px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">You can find a specific Agreement from the Agreements Page using any of the following searches:</div>
+<div class="image-green-border">[[File:Searching Agreements1.PNG|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">You can find a specific Agreement from the Agreements Page using any of the following searches:</div>
 *Free Text Search
 *Category Search
@@ Line 27: / Line 27: @@
 .&nbsp;'''Select''' any one operator to search by from the drop-down list. You must enter a minimum of 3 characters to search by. On searching using just one or two characters, ICI displays a validation message prompting you to enter at least 3 characters. These fields are case-insensitive, hence characters may be entered in upper and/or lower case.
-<div class="image-green-border">[[File:Searching Agreements and Requests operators 7.8 gr actions.png|720px|RTENOTITLE]]</div>
+<div class="image-green-border">[[File:Searching Agreements2.PNG|480px]]</div>
 The following operators are available:
@@ Line 42: / Line 42: @@
 . '''Select '''the desired criteria by selecting the&nbsp;boxes next to that option. Agreements that match&nbsp;these&nbsp;specified criteria are displayed.
-<div class="image-green-border">[[File:Searching Agreements and Requests filters 7.8 gr actions.png|720px|RTENOTITLE]]</div>
+<div class="image-green-border">[[File:Searching Agreements3.PNG|720px]]</div>
 . '''Filter '''your search further by typing specific keywords in the ''Custom Keyword'' field and then '''click''' ''Apply''. You can use Boolean operators such as AND/OR or search by wildcards to filter the results. For example:
 <ul style="margin-left: 80px;">
@@ Line 86: / Line 86: @@
 *h: number of hours (0~23), m: minute of the hour, s: second of the minute. For example: now-2h, now-30m, now+55s.  </li>
-<div class="image-green-border">[[File:Search and Agreements1 gr actions home.png|720px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">An elaborate&nbsp;Help text on the user interface is available to explain how to specify the date range.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Search and Agreements2 gr actions home.png|720px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">[[File:Searching Agreements4.PNG|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">An elaborate&nbsp;Help text on the user interface is available to explain how to specify the date range.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Searching Agreements5.PNG|720px]]</div> <div class="image-green-border">&nbsp;</div>
 === Ability to search entities based on&nbsp;team members and their roles ===

← Older revision		Revision as of 10:47, 17 November 2020
Line 148:		Line 148:


−	'''Related Topics:''' [[Using_Advanced_Search\|Advanced Search]] ~~ ~~\| ~~ ~~[[Saved_Searches\|Saved Searches]] ~~ ~~\| ~~ ~~[[~~Agreements_Page~~\|Agreements ~~Page~~]] \| [[~~Requests_Page~~\|Requests ~~Page~~]]	+	'''Related Topics:''' [[Using_Advanced_Search\|Advanced Search]] \| [[Saved_Searches\|Saved Searches]] \| [[Agreements\|Agreements]] \| [[Requests\|Requests]]

@@ Line 9: / Line 9: @@
 *Make changes to it
-The process for searching any entity (Agreements, Contract Types, Requests, Clauses, and so on) is identical. ICM provides the type ahead feature for search facets so that the results displayed are filtered while you are typing, thus enabling you to quickly arrive at the desired value. You can type in the text box between the search facet drop-down and the list of facet values, and ICM will display all the matching values which start with the typed content. The type ahead feature works as the ''Contains'' operator for the sake of consistency and ease-of-use.&nbsp;
+The process for searching any entity (Agreements, Contract Types, Requests, Clauses, and so on) is identical. ICI provides the type ahead feature for search facets so that the results displayed are filtered while you are typing, thus enabling you to quickly arrive at the desired value. You can type in the text box between the search facet drop-down and the list of facet values, and ICI will display all the matching values which start with the typed content. The type ahead feature works as the ''Contains'' operator for the sake of consistency and ease-of-use.&nbsp;
-This search is case-insensitive and ICM displays all the values of the specified facet Attribute and not just the top 1000 values. You can filter the search facet values, select one or multiple of these by checking the relevant checkboxes, and then again select another facet attribute and continue the process to apply multiple facet filters. As soon as you select another facet attribute, the textbox is refreshed.&nbsp;This feature is applicable to the following data types – String, User, Auto, Email, and URL. It is enabled on all search pages, including Index pages, Advanced Search page, Lookup Search page, and so on.
+This search is case-insensitive and ICI displays all the values of the specified facet Attribute and not just the top 1000 values. You can filter the search facet values, select one or multiple of these by checking the relevant checkboxes, and then again select another facet attribute and continue the process to apply multiple facet filters. As soon as you select another facet attribute, the textbox is refreshed.&nbsp;This feature is applicable to the following data types – String, User, Auto, Email, and URL. It is enabled on all search pages, including Index pages, Advanced Search page, Lookup Search page, and so on.
 <div class="image-green-border">[[File:1080px-Searching for Agreements and Requests Agreements page 7.8 gr actions.png|720px|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">You can find a specific Agreement from the Agreements Page using any of the following searches:</div>
 *Free Text Search
@@ Line 26: / Line 26: @@
 .&nbsp;'''Select '''the Entity to search.
-.&nbsp;'''Select''' any one operator to search by from the drop-down list. You must enter a minimum of 3 characters to search by. On searching using just one or two characters, ICM displays a validation message prompting you to enter at least 3 characters. These fields are case-insensitive, hence characters may be entered in upper and/or lower case.
+.&nbsp;'''Select''' any one operator to search by from the drop-down list. You must enter a minimum of 3 characters to search by. On searching using just one or two characters, ICI displays a validation message prompting you to enter at least 3 characters. These fields are case-insensitive, hence characters may be entered in upper and/or lower case.
 <div class="image-green-border">[[File:Searching Agreements and Requests operators 7.8 gr actions.png|720px|RTENOTITLE]]</div>
 The following operators are available:
-*Contains'': ''displays all the Agreements where the entered value appears anywhere in the free text search results. If you enter a string (multiple words), ICM considers the exact string including the spaces entered between these words. The functionality is the same as the existing one and you can perform a search using ''*'' or other wildcard search characters as well as the ''AND, OR'' operators manually. The default behavior among the entered words will remain as ''AND''.
+*Contains'': ''displays all the Agreements where the entered value appears anywhere in the free text search results. If you enter a string (multiple words), ICI considers the exact string including the spaces entered between these words. The functionality is the same as the existing one and you can perform a search using ''*'' or other wildcard search characters as well as the ''AND, OR'' operators manually. The default behavior among the entered words will remain as ''AND''.
-*Exactly'': ''works the same way as''Contains ''of the Custom Keyword search discussed above. The only difference is that ''Exactly'' in Free Text search searches for the exact match across Attributes of Agreements, user-defined Associations and system-defined Associations, whereas in Custom Keyword, it searches only in that specific Attribute. If you enter a string (multiple words), ICM considers the exact string including the spaces between these words. The functionality is the same as the existing one and you can perform a search using ''*'' or other wildcard search characters as well as the ''AND, OR'' operators manually. The default behavior among the entered words will remain as ''AND.''
+*Exactly'': ''works the same way as''Contains ''of the Custom Keyword search discussed above. The only difference is that ''Exactly'' in Free Text search searches for the exact match across Attributes of Agreements, user-defined Associations and system-defined Associations, whereas in Custom Keyword, it searches only in that specific Attribute. If you enter a string (multiple words), ICI considers the exact string including the spaces between these words. The functionality is the same as the existing one and you can perform a search using ''*'' or other wildcard search characters as well as the ''AND, OR'' operators manually. The default behavior among the entered words will remain as ''AND.''
 <div class="note-box">'''Note: '''The above values are configurable as per your requirement in terms of names, their sequence in the dropdown, and their default value.</div>
 == Category Search ==
@@ Line 58: / Line 58: @@
 . '''Select '''the Entity to search.
-. '''Select''' any one operator to search by from the drop-down list. You must enter a minimum of 3 characters to search by. On searching using just one or two characters, ICM displays a validation message prompting you to enter at least 3 characters. These fields are case-insensitive, hence characters may be entered in upper and/or lower case.
+. '''Select''' any one operator to search by from the drop-down list. You must enter a minimum of 3 characters to search by. On searching using just one or two characters, ICI displays a validation message prompting you to enter at least 3 characters. These fields are case-insensitive, hence characters may be entered in upper and/or lower case.
 The following operators are available:
-*Contains'': ''displays all the Agreements where the entered value appears anywhere in the free text search results. If you enter a string (multiple words), ICM considers the exact string including the spaces entered between these words. The functionality is the same as the existing one and you can perform a search using ''*'' or other wildcard search characters as well as the ''AND, OR'' operators manually. The default behavior among the entered words will remain as ''AND''.
+*Contains'': ''displays all the Agreements where the entered value appears anywhere in the free text search results. If you enter a string (multiple words), ICI considers the exact string including the spaces entered between these words. The functionality is the same as the existing one and you can perform a search using ''*'' or other wildcard search characters as well as the ''AND, OR'' operators manually. The default behavior among the entered words will remain as ''AND''.
-*Exactly'': ''works the same way as&nbsp;''Contains ''of the Custom Keyword search discussed above. The only difference is that ''Exactly'' in Free Text search searches for the exact match across Attributes of Agreements, user-defined Associations and system-defined Associations, whereas in Custom Keyword, it searches only in that specific Attribute. If you enter a string (multiple words), ICM considers the exact string including the spaces between these words. The functionality is the same as the existing one and you can perform a search using ''*'' or other wildcard search characters as well as the ''AND, OR'' operators manually. The default behavior among the entered words will remain as ''AND.''
+*Exactly'': ''works the same way as&nbsp;''Contains ''of the Custom Keyword search discussed above. The only difference is that ''Exactly'' in Free Text search searches for the exact match across Attributes of Agreements, user-defined Associations and system-defined Associations, whereas in Custom Keyword, it searches only in that specific Attribute. If you enter a string (multiple words), ICI considers the exact string including the spaces between these words. The functionality is the same as the existing one and you can perform a search using ''*'' or other wildcard search characters as well as the ''AND, OR'' operators manually. The default behavior among the entered words will remain as ''AND.''
 <div class="note-box">'''Note:'''The above values are configurable as per your requirement in terms of names, their sequence in the dropdown, and their default value.</div>
 === Ability to Specify a Date Range on Facet Search ===
-You can search Agreements within a specified date range using the Calendar picker in the search facets. This greatly enhances the usability of ICM for the business users.
+You can search Agreements within a specified date range using the Calendar picker in the search facets. This greatly enhances the usability of ICI for the business users.
 To do this:
@@ Line 121: / Line 121: @@
 . '''Select '''the Entity to search.
-.'''Select''' any one operator to search by from the ''Custom Keyword'' drop-down list. You must enter a minimum of 3 characters to search by. On searching using just one or two characters, ICM displays a validation message prompting you to enter at least 3 characters. These fields are case-insensitive, hence characters can be entered in upper and/or lower case.
+.'''Select''' any one operator to search by from the ''Custom Keyword'' drop-down list. You must enter a minimum of 3 characters to search by. On searching using just one or two characters, ICI displays a validation message prompting you to enter at least 3 characters. These fields are case-insensitive, hence characters can be entered in upper and/or lower case.
 The following operators are available:
@@ Line 127: / Line 127: @@
 *Contains: displays all Agreements where the selected Attribute facet value contains the entered value anywhere in the Attribute value. The functionality is the same as the existing one and you can perform a search using ''*'' or any other wildcard search characters as well as the ''AND, OR'' operators manually. The default behavior among the entered words will remain as ''AND''.
 <div class="image-green-border">[[File:Search and Agreement3 gr actions home.png|720px|RTENOTITLE]]</div>
-*Exactly:''displays all the Agreements where the selected Attribute facet value exactly contains the entered value anywhere in the Attribute value. If you enter a string (multiple words), ICM considers the exact string including the spaces between these words.''
+*Exactly:''displays all the Agreements where the selected Attribute facet value exactly contains the entered value anywhere in the Attribute value. If you enter a string (multiple words), ICI considers the exact string including the spaces between these words.''
 <div class="image-green-border">[[File:Search ad Agreement3 gr actions home.png|720px|RTENOTITLE]]</div>
-*Starts With: displays all Agreements where the selected Attribute facet value starts with the entered value. If you enter a string (multiple words), ICM considers the exact string including the spaces entered between these words.
+*Starts With: displays all Agreements where the selected Attribute facet value starts with the entered value. If you enter a string (multiple words), ICI considers the exact string including the spaces entered between these words.
 <div class="image-green-border">[[File:1080px-Automation gr actions.png|720px|RTENOTITLE]]</div>
 *''Let’s see some examples:''
-**If you select ''Customer name'' as search facet, and enter ''Icertis Canada'' in the custom keyword box, then ICM searches Agreements where the customer name Attribute value starts with''Icertis Canada'', such as, ''Icertis Canada Products Ltd, Icertis Canada Services Ltd,'' and so on. ICM does not display Agreements where customer name is ''Icertis Europe Products Ltd, Canada Interactive Ltd or Icertis Advanced Systems Canada Ltd''.
+**If you select ''Customer name'' as search facet, and enter ''Icertis Canada'' in the custom keyword box, then ICI searches Agreements where the customer name Attribute value starts with''Icertis Canada'', such as, ''Icertis Canada Products Ltd, Icertis Canada Services Ltd,'' and so on. ICI does not display Agreements where customer name is ''Icertis Europe Products Ltd, Canada Interactive Ltd or Icertis Advanced Systems Canada Ltd''.
-**If you search ''Icertis Can*'', ICM does not display any results unless there is really an Agreement with a customer name starting with ''Icertis Can*.'' Thus, ICM matches the exact entered value and checks if there is any Agreement where customer name starts with exactly the same value and will display only results that exactly match.
+**If you search ''Icertis Can*'', ICI does not display any results unless there is really an Agreement with a customer name starting with ''Icertis Can*.'' Thus, ICI matches the exact entered value and checks if there is any Agreement where customer name starts with exactly the same value and will display only results that exactly match.
-**If you search using quotes, such as “''Icertis”'' or ''‘Icertis’'', ICM displays Agreements where the customer name actually has ''“Icertis”'' or ''‘Icertis’'' values respectively. Thus, ICM does not display any results, unless there is really any Agreement where the customer name was entered with single or double quotes.
+**If you search using quotes, such as “''Icertis”'' or ''‘Icertis’'', ICI displays Agreements where the customer name actually has ''“Icertis”'' or ''‘Icertis’'' values respectively. Thus, ICI does not display any results, unless there is really any Agreement where the customer name was entered with single or double quotes.
 <div class="note-box">'''Note: '''The above values are configurable as per your requirement in terms of names, their sequence in the dropdown, and their default value.</div>
 == Searches pinned as Favorites ==

@@ Line 37: / Line 37: @@
 To search for Requests using the Category drop-down list:
-.&nbsp;'''Click''' the ''Agreement Management'' tile on My Dashboard. The Agreements Page&nbsp;opens, which displays all the existing Agreements.
+.&nbsp;'''Click'''&nbsp;''Agreement Management''&nbsp;> ''Agreement ''on the ''Home ''page. The agreement index&nbsp;page&nbsp;opens, which displays all the existing Agreements.
-. Use the ''Categories'' drop-down list to filter the Agreements and find the exact match that you are looking for. For example, search by Status, Created By, Date, and so on. All options that match the selected category are displayed.
+. '''Use '''the ''Categories'' drop-down list to filter the Agreements and find the exact match that you are looking for. For example, search by ''Status, Created By, Date'', and so on. All options that match the selected category are displayed.
-. Select the desired criteria by selecting the&nbsp;boxes next to that option. Agreements that match&nbsp;these&nbsp;specified criteria are displayed.
+. '''Select '''the desired criteria by selecting the&nbsp;boxes next to that option. Agreements that match&nbsp;these&nbsp;specified criteria are displayed.
 <div class="image-green-border">[[File:Searching Agreements and Requests filters 7.8 gr actions.png|720px|RTENOTITLE]]</div>
-. Filter your search further by typing specific keywords in the ''Custom Keyword'' field and then '''click''' ''Apply''. You can use Boolean operators such as AND/OR or search by wildcards to filter the results. For example:
+. '''Filter '''your search further by typing specific keywords in the ''Custom Keyword'' field and then '''click''' ''Apply''. You can use Boolean operators such as AND/OR or search by wildcards to filter the results. For example:
 <ul style="margin-left: 80px;">
 <li>APP* - displays agreements only in the APPROVED and WAITING FOR APPROVAL states</li>
@@ Line 93: / Line 93: @@
 To search Agreements based on the user role:
-.&nbsp;&nbsp;'''Click''' the ''Agreement Management'' tile on the Dashboard. The ''Agreement Management'' page opens.&nbsp;
+.&nbsp;&nbsp;'''Click''' ''Agreement Management''&nbsp;> ''Agreements ''on the ''Home ''page. The ''Agreement ''index&nbsp;page opens.&nbsp;
 <div class="image-green-border">[[File:1-cate home.png|720px|RTENOTITLE]]<br/> &nbsp;<br/> Now let’s consider an example of searching Agreements with the ''PrimaryOwner'' role using the ''Team Member: Role Name'' category.<br/> <br/> 2.&nbsp; '''Enter''' a category or '''select''' one from the ''Categories'' drop-down. For example, ''Team Member: Role Name''.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:2-cate gr actions.png|720px|RTENOTITLE]]<br/> &nbsp;</div> <div class="note-box">'''Note''': The result may vary for the nested query searches as highlighted in the screenshot above.</div>
 <br/> 3.&nbsp;&nbsp;'''Select''' the checkbox next to the Role(s) for which you want to view the Agreements. For example, ''PrimaryOwner''. &nbsp;All Agreements were logged on user is ''PrimaryOwner'' are displayed.&nbsp;