From ICIHelp7.14
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* search requests: search for requests in a variety of ways. Refer to [[Search Requests]] for a detailed explanation on how to use this search effectively. | * search requests: search for requests in a variety of ways. Refer to [[Search Requests]] for a detailed explanation on how to use this search effectively. | ||
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| + | * View Smart Links: Smart links can be used to link related documents to one another. For example, if there are several agreements with the same vendor, all these can be linked through smart links just to see the types of agreements that are currently in force with that vendor. See [[Create Smart Links]] for details. | ||
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| + | You can manage the look and feel and the behavior of this page. See [[Navigating in ICM]] for details. | ||
* add search to favorites: Adding a search to your favorites makes it easy to access that search and you can add or delete your list of favorites anytime. You can add up to 6 saved searches to favorites. Once added, the name of that search appears above the search results. Refer to [[Saved Searches]] for details on saving a search and adding them to favorites. | * add search to favorites: Adding a search to your favorites makes it easy to access that search and you can add or delete your list of favorites anytime. You can add up to 6 saved searches to favorites. Once added, the name of that search appears above the search results. Refer to [[Saved Searches]] for details on saving a search and adding them to favorites. | ||
* view details of a request: Click on the '''View''' [[File:Eyeball.png]] icon to see the details of that request. The details are displayed in the [[Request Details Page]]. | * view details of a request: Click on the '''View''' [[File:Eyeball.png]] icon to see the details of that request. The details are displayed in the [[Request Details Page]]. | ||
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* choose view: select how you wish the requests to be shown. You can choose between the Grid view (the default), Extended view or Tile view. Each view offers various details at a glance - choose one that you prefer. | * choose view: select how you wish the requests to be shown. You can choose between the Grid view (the default), Extended view or Tile view. Each view offers various details at a glance - choose one that you prefer. | ||
Revision as of 04:34, 20 February 2017
This page displays all the requests that you have view and/or manage access to.
From this page you can:
- search requests: search for requests in a variety of ways. Refer to Search Requests for a detailed explanation on how to use this search effectively.
- View Smart Links: Smart links can be used to link related documents to one another. For example, if there are several agreements with the same vendor, all these can be linked through smart links just to see the types of agreements that are currently in force with that vendor. See Create Smart Links for details.
You can manage the look and feel and the behavior of this page. See Navigating in ICM for details.
- add search to favorites: Adding a search to your favorites makes it easy to access that search and you can add or delete your list of favorites anytime. You can add up to 6 saved searches to favorites. Once added, the name of that search appears above the search results. Refer to Saved Searches for details on saving a search and adding them to favorites.
- view details of a request: Click on the View
icon to see the details of that request. The details are displayed in the Request Details Page.
- choose view: select how you wish the requests to be shown. You can choose between the Grid view (the default), Extended view or Tile view. Each view offers various details at a glance - choose one that you prefer.
- choose columns to display: click on the Select fields icon to display the available and selected attributes. Add and remove what attributes to show or hide for the requests using the arrows. You can add any number of columns and see them all using the vertical scroll bar. Including more attributes can be useful when exporting the list to Excel.
- export to Excel: you can export the list of all the currently displayed requests to Microsoft Excel. This allows you to manipulate the data using various features of Microsoft Excel. Note that you can export a maximum of 1000 rows. Try narrowing down the search to reduce the number of records displayed. See Search Requests for details on how to use the search.
