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#'''Select '''a date filter (such as ''Created Date, Expiration Date, Effective Date)'' from the facet search drop-down in the ''Categories'' section of the ''Agreement Management'' page.  
 
#'''Select '''a date filter (such as ''Created Date, Expiration Date, Effective Date)'' from the facet search drop-down in the ''Categories'' section of the ''Agreement Management'' page.  
 
#Enter the ''specific date range'' ''and advanced date range'': <ol style="list-style-type:lower-alpha;">
 
#Enter the ''specific date range'' ''and advanced date range'': <ol style="list-style-type:lower-alpha;">
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<li>'''Select''' the ''Specific Date Range'' to select the date in the ''yyyy-mm-dd'' format using the''Calendar ''icon.</li>
 
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<li>'''Select''' the ''Advanced Date Range'' and add the custom range with the following syntax indicating the duration (integer and unit)</li>
 
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<li>Specify the relative time as follows:</li>
 
 
</ol>  </ol>
 
</ol>  </ol>
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*'''Select''' the ''Specific Date Range'' to select the date in the ''yyyy-mm-dd'' format using the''Calendar ''icon.
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*'''Select''' the ''Advanced Date Range'' and add the custom range with the following syntax indicating the duration (integer and unit)
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*Specify the relative time as follows: <ul style="margin-left: 80px;">
 
<li>''now: ''to indicate the current time.</li>
 
<li>''now: ''to indicate the current time.</li>
 
<li>''now ''plus (+) or minus (-): to begin your string and indicate the offset of the duration of time.</li>
 
<li>''now ''plus (+) or minus (-): to begin your string and indicate the offset of the duration of time.</li>
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<li>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>
 
<li>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>
 
</ul> </li>
 
</ul> </li>
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</ul>
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</ul> </ul>
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<div class="image-green-border">[[File:Specify Date Range on Facet Search.png|Specify Date Range on Facet Search.png]]</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.[[File:Help Text on Date Range of Facet Search.png|Help Text on Date Range of Facet Search.png]]</div>
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'''Note: '''An elaborate Help text on the user interface is available to explain how to specify the date range.
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'''Related Topics:'''&nbsp;[[Using_Advanced_Search|Advanced Search]] &nbsp;| &nbsp;[[Saved_Searches|Saved Searches]] &nbsp;| &nbsp;[[Agreements_Page|Agreements Page]]
  
 
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<div class="related_topics">'''Related Topics:'''&nbsp;[[Using_Advanced_Search|Advanced Search]] &nbsp;| &nbsp;[[Saved_Searches|Saved Searches]] &nbsp;| &nbsp;[[Agreements_Page|Agreements Page]]</div>
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Revision as of 10:36, 23 April 2018

Searching Agreements and Requests

You can search for agreements and requests using Advanced search or from their respective pages (Agreements Page, Requests Page). You may want to search agreements and requests  for several reasons, such as:

  • View its details
  • See its status
  • Copy an existing agreement
  • Make changes to it

The process for searching any entity (agreements, contract types, requests, clauses, and so on) is identical. We will use Agreements as an example to understand the process on this help page. You can find a specific agreement you are looking for from the Agreements Page using one of these three methods:

  • Category Search
  • Saved Searches
  • Searches pinned as Favorites

Category Search

Follow these steps to search for requests using the Category drop-down list:

  1. Click the Agreement Management tile on My Dashboard. The Agreements Page opens, which displays all the existing agreements.
  2. 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 or the status changed, date, among many other options. All options that match the selected category are displayed.
  3. Select the desired criteria by marking the boxes next to that option. Agreements that match these specified criteria are displayed.
    Agreements page
  4. 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:
  • 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
  1. You can also type free text in the Refine Search Here... search box. A list of relevant agreements is displayed.
     

Saved Searches

Follow these steps to use your saved searches:

  1. Click the Agreement Management tile on My Dashboard. The Agreements Page  opens, which displays all the existing agreements.
  2. Click the Saved Searches drop down and select the desired saved search. Refer to Using Advanced Search for details on saving a search. The agreements that match your search criteria are displayed.

Refer to Saved Searches for details on saving a search.

 

Searches pinned as Favorites

Follow these steps to search using a favorite search:

  1. Click the Agreement Management tile on My Dashboard. The Agreements Page opens which displays all the existing agreements.
    1. Click one of the searches defined as favorite, just below the feature tiles. Refer to Using Advanced Search for details on adding searches as favorites. The  agreements that match the criteria  in your favorite search are displayed.

 

Facet Searches

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.

To do this:

  1. Select a date filter (such as Created Date, Expiration Date, Effective Date) from the facet search drop-down in the Categories section of the Agreement Management page.
  2. Enter the specific date range and advanced date range:
    </ol>
    • Select the Specific Date Range to select the date in the yyyy-mm-dd format using theCalendar icon.
    • Select the Advanced Date Range and add the custom range with the following syntax indicating the duration (integer and unit)
    • Specify the relative time as follows:
      • now: to indicate the current time.
      • now plus (+) or minus (-): to begin your string and indicate the offset of the duration of time.
      • a number and a unit: where, the number is implied on specifying time duration. For example, d is same as 1d and M is the same as 1M.
      • Supported time units:
        • y: year, w: week of week year, d: day of the month, M: month of the year. For example: now-1y, now+2w, now-5d, now+2M.
        • h: number of hours (0~23), m: minute of the hour, s: second of the minute. For example: now-2h, now-30m, now+55s.
      </ul>
      Specify Date Range on Facet Search.png
       
      An elaborate Help text on the user interface is available to explain how to specify the date range.Help Text on Date Range of Facet Search.png

       

       

       

      Related Topics: Advanced Search  |  Saved Searches  |  Agreements Page

       

       

       

       

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