Using Advanced Search - Revision history

WikiSysop at 07:16, 19 December 2021

2021-12-19T07:16:33Z

WikiSysop at 07:14, 19 December 2021

2021-12-19T07:14:44Z

WikiSysop at 19:07, 16 December 2021

2021-12-16T19:07:36Z

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WikiSysop at 18:08, 16 December 2021

2021-12-16T18:08:45Z

WikiSysop at 17:32, 16 December 2021

2021-12-16T17:32:17Z

WikiSysop at 14:01, 16 December 2021

2021-12-16T14:01:00Z

WikiSysop at 14:00, 16 December 2021

2021-12-16T14:00:15Z

WikiSysop at 13:59, 16 December 2021

2021-12-16T13:59:49Z

WikiSysop at 13:58, 16 December 2021

2021-12-16T13:58:09Z

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Sdk at 08:18, 24 May 2021

2021-05-24T08:18:11Z

@@ Line 108: / Line 108: @@
 To conduct searches as an external user:<br/> 1. '''Log on''' to ICI. The Home page opens.
-<div class="image-green-border">[[File:External User1.PNG|720px]]</div>
+<div class="image-green-border">[[File:External User1.PNG|720px|External User1.PNG]]</div>
 . To search for an agreement, '''click '''Agreements. The agreements index page opens.
-<div class="image-green-border">[[File:External User2-1.PNG|720px]]</div>
+<div class="image-green-border">[[File:External User2-1.PNG|720px|External User2-1.PNG]]</div>
 . '''Type '''the name of the agreement you want to find in the search bar. For example, Legal Contract.
-<div class="image-green-border">[[File:External User2.PNG|280px]]</div>
+<div class="image-green-border">[[File:External User2.PNG|280px|External User2.PNG]]</div>
 . '''Click '''the search icon. The agreement record is displayed in the search results.
-<div class="image-green-border">[[File:External User3.PNG|720px]]</div>
+<div class="image-green-border">[[File:External User3.PNG|720px|External User3.PNG]]</div>
 . '''Click '''the Saved Searches "More Views" dropdown to access any saved searches.
-<div class="image-green-border">[[File:External User4.PNG|360px]]</div> <div class="note-box">'''Note''': Only those saved searches that are created by Administrators will appear in the drop-down.</div>
+<div class="image-green-border">[[File:External User4.PNG|360px|External User4.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''': Only those saved searches that are created by Administrators will appear in the drop-down.</div>
-. '''Click '''the Categories drop-down.
+. '''Click '''the Categories dropdown.
-<div class="image-green-border">[[File:External User5.PNG|280px]]</div>
+<div class="image-green-border">[[File:External User5.PNG|280px|External User5.PNG]]</div>
 . '''Enter '''a facet to further filter the search. For example, Agreement Name. The number of records matching the filter will be displayed. In this example, only 1 result is displayed.
-<div class="image-green-border">[[File:External User6.PNG|280px]]</div>
+<div class="image-green-border">[[File:External User6.PNG|280px|External User6.PNG]]</div>
 &nbsp;

@@ Line 5: / Line 5: @@
 = Using Advanced Search =
-<div class="image-green-border">[[File:Advanced Search1-1.png|720px]]</div>
+<div class="image-green-border">[[File:Advanced Search1-1.png|720px|Advanced Search1-1.png]]</div>
 Advanced Search provides the flexibility to search across entities by filtering results based on any Attribute combinations. You can further refine your search by selecting either the Contains or Exactly operator from the drop-down to quickly find specific Attributes, instead of searching across all Attributes.
@@ Line 39: / Line 39: @@
 .&nbsp;'''Click''' the "Advanced"&nbsp;link on the "Home"&nbsp;page. The "Advanced Search"&nbsp;page opens.
-<div class="image-green-border">[[File:Advanced Search3.PNG|600px]]</div>
+<div class="image-green-border">[[File:Advanced Search3.PNG|600px|Advanced Search3.PNG]]</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]]</div>
+<div class="image-green-border">[[File:Advanced Search4.PNG|360px|Advanced Search4.PNG]]</div>
 '''Note:''' Default entities are already selected and displayed with respective entity groupings.
 . '''Select''' data type from the data type filter dropdown.
-<div class="image-green-border">[[File:Advanced Search5.PNG|480px]]</div>
+<div class="image-green-border">[[File:Advanced Search5.PNG|480px|Advanced Search5.PNG]]</div>
 .&nbsp;'''Click'''&nbsp;the "Search" button, the results matching your keywords are displayed.
-<div class="image-green-border">[[File:Advanced Search6.PNG|720px]]</div>
+<div class="image-green-border">[[File:Advanced Search6.PNG|720px|Advanced Search6.PNG]]</div>
 . In the collapsible "Refine Search" section on the left, '''click'''&nbsp;the "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", "Cancelled", "Executed" and so on.&nbsp;If you select the status as "Approved" and "Cancelled",&nbsp;all Agreements in those&nbsp;states&nbsp;are displayed.&nbsp;
-<div class="image-green-border">[[File:Advanced Search7.PNG|720px]]</div>
+<div class="image-green-border">[[File:Advanced Search7.PNG|720px|Advanced Search7.PNG]]</div>
 . '''Click '''the Cancel icon on inidividual filters to remove them.&nbsp;
 . Choose "Custom Keyword" filter with desired text and '''click&nbsp;'''the "Apply" button to further refine the search.
-<div class="image-green-border">[[File:Advanced Search8.PNG|240px]]</div>
+<div class="image-green-border">[[File:Advanced Search8.PNG|240px|Advanced Search8.PNG]]</div>
 . '''Click '''the "Clear All" button to remove all the filters at a time.
@@ Line 96: / Line 96: @@
 The "Contains" facet can be applied to the Business Status filter. For example, it can be applied to search agreements&nbsp;in one or more&nbsp;state/s.
-<div class="image-green-border">[[File:Advanced Search9.PNG|600px]]</div>
+<div class="image-green-border">[[File:Advanced Search9.PNG|600px|Advanced Search9.PNG]]</div>
 When the filter is applied, all agreements in other states such as "Approved", "Executed" and so on are displayed in the results.
-<div class="image-green-border">[[File:Advanced Search10.PNG|720px]]</div>
+<div class="image-green-border">[[File:Advanced Search10.PNG|720px|Advanced Search10.PNG]]</div>
 &nbsp;
@@ Line 108: / Line 108: @@
 To conduct searches as an external user:<br/> 1. '''Log on''' to ICI. The Home page opens.
-<div class="image-green-border">[[File:7.15 External User Search 01.png|720px|7.15 External User Search 01.png]]</div>
+<div class="image-green-border">[[File:External User1.PNG|720px]]</div>
-. To search for an agreement, '''click '''Agreement Management > Agreements. The agreements index page opens.
+. To search for an agreement, '''click '''Agreements. The agreements index page opens.
-<div class="image-green-border">[[File:7.15 External User Search 02.png|720px|7.15 External User Search 02.png]]</div>
+<div class="image-green-border">[[File:External User2-1.PNG|720px]]</div>
-. '''Type '''the name of the agreement you want to find in the search bar. For example, MSA.
+. '''Type '''the name of the agreement you want to find in the search bar. For example, Legal Contract.
-<div class="image-green-border">[[File:7.15 External User Search 03.png|720px|7.15 External User Search 03.png]]</div>
+<div class="image-green-border">[[File:External User2.PNG|280px]]</div>
 . '''Click '''the search icon. The agreement record is displayed in the search results.
-<div class="image-green-border">[[File:7.15 External User Search 04.png|720px|7.15 External User Search 04.png]]</div>
+<div class="image-green-border">[[File:External User3.PNG|720px]]</div>
-. '''Click '''the Saved Searches drop-down to access any saved searches.
+. '''Click '''the Saved Searches "More Views" dropdown to access any saved searches.
-<div class="note-box">'''Note''': Only those saved searches that are created by Administrators will appear in the drop-down.</div>
+<div class="image-green-border">[[File:External User4.PNG|360px]]</div> <div class="note-box">'''Note''': Only those saved searches that are created by Administrators will appear in the drop-down.</div>
 . '''Click '''the Categories drop-down.
-<div class="image-green-border">[[File:7.15 External User Search 05.png|720px|7.15 External User Search 05.png]]</div>
+<div class="image-green-border">[[File:External User5.PNG|280px]]</div>
 . '''Enter '''a facet to further filter the search. For example, Agreement Name. The number of records matching the filter will be displayed. In this example, only 1 result is displayed.
-<div class="image-green-border">[[File:7.15 External User Search 06.png|720px|7.15 External User Search 06.png]]</div>
+<div class="image-green-border">[[File:External User6.PNG|280px]]</div>
 &nbsp;

@@ Line 5: / Line 5: @@
 = Using Advanced Search =
-<div class="image-green-border">[[File:Advanced Search1.png|720px|Advanced Search1.png]]</div>
+<div class="image-green-border">&nbsp;</div>
 Advanced Search provides the flexibility to search across entities by filtering results based on any Attribute combinations. You can further refine your search by selecting either the ''Contains ''or ''Exactly'' operator from the drop-down to quickly find specific Attributes, instead of searching across all Attributes.

@@ Line 52: / Line 52: @@
 . '''Click '''the Cancel icon on inidividual filters to remove them.&nbsp;
-. Choose "Custom Keyword" filter with desired text and 'c''''lick '''the "Apply" button to further refine the search.
+. Choose "Custom Keyword" filter with desired text and '''c''''''lick '''the "Apply" button to further refine the search.
 <div class="image-green-border">[[File:Saved Searches7.PNG|220px|Saved Searches7.PNG]]</div>
 . '''Click '''the "Clear All" button to remove all the filters at a time.
@@ Line 58: / Line 58: @@
 . A list of these Agreements is displayed as a search result in the tabular format. Enhance&nbsp;your search&nbsp;using wildcards as follows:
 *...*:&nbsp;Type a search term in between the star characters.&nbsp;It shows existing items which include the respective search term...:&nbsp;Prefix * to a search term.&nbsp;It shows existing items which end with this term
-**...*:&nbsp;Type a search term in between the star characters.&nbsp;It shows existing items which include the respective search term
-**...:&nbsp;Prefix * to a search term.&nbsp;It shows existing items which end with this term
 *...*:&nbsp;Suffix * to a search term.&nbsp;It shows existing items which start with this term
 *"...":&nbsp;Type a search term in double quotes.&nbsp;It shows existing items which include the search term

@@ Line 2: / Line 2: @@
 &nbsp;
-= &nbsp; =
+&nbsp;
 = Using Advanced Search =

@@ Line 3: / Line 3: @@
 = Using Advanced Search =
+<div class="image-green-border">[[File:Advanced Search1.png|720px]]</div>
-<image>
-<div class="image-green-border">&nbsp;</div>
 Advanced Search provides the flexibility to search across entities by filtering results based on any Attribute combinations. You can further refine your search by selecting either the ''Contains ''or ''Exactly'' operator from the drop-down to quickly find specific Attributes, instead of searching across all Attributes.
@@ Line 58: / Line 56: @@
 . A list of these Agreements is displayed as a search result in the tabular format. Enhance&nbsp;your search&nbsp;using wildcards as follows:
 **...*:&nbsp;Type a search term in between the star characters.&nbsp;It shows existing items which include the respective search term
 **...:&nbsp;Prefix * to a search term.&nbsp;It shows existing items which end with this term
 *...*:&nbsp;Suffix * to a search term.&nbsp;It shows existing items which start with this term
 *"...":&nbsp;Type a search term in double quotes.&nbsp;It shows existing items which include the search term
 *...(space)...:&nbsp;Type multiple search terms with a space in between.&nbsp;It shows existing items which include the search terms
 . To save this search, '''c''''''lick''' the the "Save'''&nbsp;'''View" button and follow that flow. Refer to "Saved Searches" in Wiki for more details.
@@ Line 80: / Line 78: @@
 .&nbsp;'''Click '''the "''Add"&nbsp;''button to save your note.
-<div class="image-green-border">[[File:Advanced Search2.PNG|600px]]</div>
+<div class="image-green-border">[[File:Advanced Search2.PNG|600px|Advanced Search2.PNG]]</div>
 .&nbsp;'''Click''' the "Advanced&nbsp;''Search" link''&nbsp;on the "''Home"&nbsp;''page.

@@ Line 1: / Line 1: @@
@@ Line 38: / Line 39: @@
 *''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 wildcard search using '''''*''''' and other wildcard search characters as well as the ''AND ''and ''OR'' operators manually. The default behavior among the entered words will remain as ''AND''.
-*''Exactly: ''displays all Agreements where the entered value exactly appears anywhere in the free text search result. If you enter a string (multiple words), ICM considers the exact string including the spaces between the words. This is applicable to all types of searches – Metadata, Full Text and Combined. Hence, ICM runs the same search as it does currently, but will now display the result only on finding an exact match of the entered value.
+*''Exactly: ''displays all Agreements where the entered value exactly appears anywhere in the free text search result. If you enter a string (multiple words), ICI&nbsp;considers the exact string including the spaces between the words. This is applicable to all types of searches – Metadata, Full Text and Combined. Hence, ICI&nbsp;runs the same search as it does currently, but will now display the result only on finding an exact match of the entered value.
 <div class="image-green-border">[[File:Advanced Search Exactly operator 7.8 gr actions.png|720px|RTENOTITLE]]</div>
 *''Must Not:&nbsp;''supports addition of ''must not'' operator to Lookup filters through a technical configuration.
@@ Line 46: / Line 47: @@
 . '''Toggle '''and '''select''' one of the following radio buttons to search either the ''Metadata'', ''Full Text'' or ''Combined ''(combination of both Metadata and Full Text).
-*Metadata:&nbsp;searches only Metadata&nbsp;across all the Attributes of the Agreement, the user defined Associations and the ICM defined Associations.&nbsp;This''&nbsp;''is the default selected value.
+*Metadata:&nbsp;searches only Metadata&nbsp;across all the Attributes of the Agreement, the user defined Associations and the ICI&nbsp;defined Associations.&nbsp;This''&nbsp;''is the default selected value.
 <div class="image-green-border">[[File:Advanced search Metadata 7.8 gr actions.png|720px|RTENOTITLE]]&nbsp;</div>
-*Full Text: searches only documents text in the indexed document and the actual contents of the documents or records. Use this option when you wish to search PDFs. ICM uses Optical Character Recognition (OCR) to search PDFs so the accuracy of your search heavily depends on the quality and clarity of your scanned documents. Use double-quotes to find a match for your exact phrase, such as ''"liability insurance"''.
+*Full Text: searches only documents text in the indexed document and the actual contents of the documents or records. Use this option when you wish to search PDFs. ICI&nbsp;uses Optical Character Recognition (OCR) to search PDFs so the accuracy of your search heavily depends on the quality and clarity of your scanned documents. Use double-quotes to find a match for your exact phrase, such as ''"liability insurance"''.
 <div class="image-green-border">[[File:Advanced Search full Text 7.8 gr actions.png|720px|RTENOTITLE]]&nbsp;</div> <div class="image-green-border" style="margin-left: 120px;">&nbsp;</div>
 *Combined: searches both the Metadata as well as the document text.
@@ Line 99: / Line 100: @@
 .&nbsp;'''Select''' the ''Metadata'' radio button.
-.&nbsp;'''Click '''the ''Search'' icon. ICM lists the Agreement ''ICMAutomationBasicAgreement_659'' based on the notes containing the text entered in the Search field.
+.&nbsp;'''Click '''the ''Search'' icon. ICI&nbsp;lists the Agreement ''ICMAutomationBasicAgreement_659'' based on the notes containing the text entered in the Search field.
 <div class="image-green-border">[[File:SP7 Searching Agreements Using Notes 4 gr actions.png|720px|SP7 Searching Agreements Using Notes 4]]</div>
 == Retrieving Saved Searches ==