From ICIHelp8.2
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= Using Advanced Search = | = Using Advanced Search = | ||
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<div align="center" style="float:right;background: #A9A9A9; width:25%; border:1px solid #000000;"> | <div align="center" style="float:right;background: #A9A9A9; width:25%; border:1px solid #000000;"> | ||
| − | '''Video: Using Advanced Search''' | + | '''Video: Using Advanced Search''' {{#iDisplay: https://icertis.kpoint.com/kapsule/gcc-6ca5535e-b6bf-411f-8cd2-cc7966a131b0/xc/SBAXT/v2/embedded?autoplay=true?iframe=true|200|160}} |
| − | {{#iDisplay: https://icertis.kpoint.com/kapsule/gcc-6ca5535e-b6bf-411f-8cd2-cc7966a131b0/xc/SBAXT/v2/embedded?autoplay=true?iframe=true|200|160}} | + | </div> |
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Search enables you to search across ICM using an extensive search criteria. You may want to search for a specific entity like a request or agreement for several reasons, such as [[Managing_Team_Members|Managing Team Members]] : | Search enables you to search across ICM using an extensive search criteria. You may want to search for a specific entity like a request or agreement for several reasons, such as [[Managing_Team_Members|Managing Team Members]] : | ||
| − | *view its details, | + | *view its details, |
| − | *see its status, | + | *see its status, |
| − | *copy an existing agreement, or | + | *copy an existing agreement, or |
| − | *make changes to it. | + | *make changes to it. |
The process for searching any entity is identical. We will use Agreements as an example to understand the process. | The process for searching any entity is identical. We will use Agreements as an example to understand the process. | ||
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There are several methods to search within ICM. You can: | There are several methods to search within ICM. You can: | ||
| − | *perform an [[Advanced_Search|Advanced Search]] to look for any entity across ICM, or | + | *perform an [[Advanced_Search|Advanced Search]] to look for any entity across ICM, or |
| − | *you can search just for Agreements from the [[Agreements_Page|Agreements Page]]. | + | *you can search just for Agreements from the [[Agreements_Page|Agreements Page]]. |
You can find the specific agreement you are looking for from the Agreements Page using one of these 3 methods: | You can find the specific agreement you are looking for from the Agreements Page using one of these 3 methods: | ||
| − | *Category Search | + | *Category Search |
| − | *Saved Searches | + | *Saved Searches |
| − | *Searches pinned as Favorites | + | *Searches pinned as Favorites |
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Follow these steps to search for agreements using the Category drop down: | Follow these steps to search for agreements using the Category drop down: | ||
| − | + | #Click the '''Agreement Management''' tile on [[My_Dashboard|My Dashboard]]. This opens the [[Agreements_Page|Agreements Page]] displaying all the existing agreements. | |
| − | + | #Use the '''Categories''' drop down to narrow down the agreements and find the exact one you are looking for. For example, search by status, created by or the status changed date, among many other options. This displays all the options that match the selected category. | |
| − | + | #<div class="image-green-border">Select the desired criteria by placing a check mark in the boxes next to that option. Only the agreements matching this specified criteria are displayed.[[File:Search agreement 2.png|RTENOTITLE]]</div> | |
| − | + | #<div class="image-green-border">Narrow 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:</div> | |
| − | + | <ul style="margin-left: 80px;"> | |
| − | + | <li>APP* - displays agreements only in the APPROVED and WAITING FOR APPROVAL states</li> | |
| − | [[File:Search agreement 2.png|RTENOTITLE]]< | + | <li> ?PP* - displays agreements only in the APPROVED and WAITING FOR APPROVAL states</li> |
| − | + | <li>APP* OR DRA* - displays agreements only in the APPROVED, WAITING FOR APPROVAL and DRAFT states</li> | |
| − | + | </ul> | |
| − | + | <ol start="5"> | |
| − | + | <li>You can also type free text in the '''Refine Search Here...''' search box. A list of relevant agreements are displayed.</li> | |
| − | + | </ol> | |
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Follow these steps to use your saved searches: | Follow these steps to use your saved searches: | ||
| − | + | #Click the '''Agreement Management''' tile on [[My_Dashboard|My Dashboard]]. This opens the [[Agreements_Page|Agreements Page]] displaying all the existing agreements. | |
| − | + | #Click the '''Saved Searches''' drop down and select the desired saved search. Refer to [[Advanced_Search|Advanced Search]] for details on saving a search. This displays the agreements matching the criteria defined in the saved search. | |
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Refer to [[Saved_Searches|Saved Searches]] for details on saving a search. | Refer to [[Saved_Searches|Saved Searches]] for details on saving a search. | ||
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Follow these steps to search using a favorite search: | Follow these steps to search using a favorite search: | ||
| − | + | #Click the '''Agreement Management''' tile on [[My_Dashboard|My Dashboard]]. This opens the [[Agreements_Page|Agreements Page]] displaying all the existing agreements. | |
| + | #Click one of the searches defined as a favorite, just below the feature tiles. Refer to [[Advanced_Search|Advanced Search]] for details on adding searches as favorites. This displays the agreements matching the criteria defined in favorite search. | ||
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Revision as of 14:52, 18 March 2017
Contents
Using Advanced Search
Video: Using Advanced Search 
Search enables you to search across ICM using an extensive search criteria. You may want to search for a specific entity like a request or agreement for several reasons, such as Managing Team Members :
- view its details,
- see its status,
- copy an existing agreement, or
- make changes to it.
The process for searching any entity is identical. We will use Agreements as an example to understand the process.
There are several methods to search within ICM. You can:
- perform an Advanced Search to look for any entity across ICM, or
- you can search just for Agreements from the Agreements Page.
You can find the specific agreement you are looking for from the Agreements Page using one of these 3 methods:
- Category Search
- Saved Searches
- Searches pinned as Favorites
Category Search
Follow these steps to search for agreements using the Category drop down:
- Click the Agreement Management tile on My Dashboard. This opens the Agreements Page displaying all the existing agreements.
- Use the Categories drop down to narrow down the agreements and find the exact one you are looking for. For example, search by status, created by or the status changed date, among many other options. This displays all the options that match the selected category.
- Select the desired criteria by placing a check mark in the boxes next to that option. Only the agreements matching this specified criteria are displayed.
- Narrow 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:
- APP* - displays agreements only in the APPROVED and WAITING FOR APPROVAL states
- ?PP* - displays agreements only in the APPROVED and WAITING FOR APPROVAL states
- APP* OR DRA* - displays agreements only in the APPROVED, WAITING FOR APPROVAL and DRAFT states
- You can also type free text in the Refine Search Here... search box. A list of relevant agreements are displayed.
Saved Searches
Follow these steps to use your saved searches:
- Click the Agreement Management tile on My Dashboard. This opens the Agreements Page displaying all the existing agreements.
- Click the Saved Searches drop down and select the desired saved search. Refer to Advanced Search for details on saving a search. This displays the agreements matching the criteria defined in the saved search.
Refer to Saved Searches for details on saving a search.
Searches pinned as Favorites
Follow these steps to search using a favorite search:
- Click the Agreement Management tile on My Dashboard. This opens the Agreements Page displaying all the existing agreements.
- Click one of the searches defined as a favorite, just below the feature tiles. Refer to Advanced Search for details on adding searches as favorites. This displays the agreements matching the criteria defined in favorite search.
