From ICIHelp7.14
| Line 6: | Line 6: | ||
To save your Search: | To save your Search: | ||
| − | # | + | #Click the Search [[File:Saving your Search1.png|Saving your Search1.png]]. tile at the top right of [[My_Dashboard|My Dashboard]]. This opens [[Using_Advanced_Search|Advanced Search]]. |
| − | # | + | #In the '''Please select Entities to search''' field, enter or select appropriate entities from the list and type the keywords to search in the '''Enter Search here''' field. |
<div class="image-green-border">[[File:Save search1.png|RTENOTITLE]]</div> <ol start="3"> | <div class="image-green-border">[[File:Save search1.png|RTENOTITLE]]</div> <ol start="3"> | ||
| − | <li | + | <li>Select from these options:</li> |
</ol> | </ol> | ||
<ul style="margin-left: 40px;"> | <ul style="margin-left: 40px;"> | ||
| − | <li | + | <li>'''Metadata''': the search is performed in the metadata of the selected Agreement.</li> |
| − | <li | + | <li>'''Full Text''': the search is performed within the contents of the document of the selected Agreement.</li> |
</ul> | </ul> | ||
<ol start="4"> | <ol start="4"> | ||
| − | <li | + | <li>Click Search [[File:Smart link2.jpeg|RTENOTITLE]] icon, the results matching your keywords are displayed.</li> |
| − | <li | + | <li>To narrow down your search, under '''Search For''', click the '''Select Field''' and select an option from the list provided. The number in the bracket indicates the number of items available containing that search term. You can select multiple options. For example, selecting the field '''Status''', displays the count of agreements that have '''status''' as '''Draft''', '''Approved''', '''Terminated''', '''Superseded''' and so on. If you select the status as '''Draft''' (select the check box next to 'Draft'), all agreements in the Draft status are displayed.</li> |
| − | <li | + | <li>A list of these agreements is displayed as a search result in the tabular format. Enhancing your search using wild cards as follows:</li> |
</ol> | </ol> | ||
{| class="wikitable" | {| class="wikitable" | ||
|- style="vertical-align:top;" | |- style="vertical-align:top;" | ||
| − | ! style="height:10px; width:100px; text-align:left;" | | + | ! style="height:10px; width:100px; text-align:left;" | '''Field'''</font> |
| − | ! style="height:10px; width:400px; text-align:left;" | | + | ! style="height:10px; width:400px; text-align:left;" | '''Action''' |
|- style="horizontal-align:top;" | |- style="horizontal-align:top;" | ||
| − | | style="height:10px; width:100px; text-align:left;" | | + | | style="height:10px; width:100px; text-align:left;" | *...* |
| − | | style="height:10px; width:400px; text-align:left;" | | + | | style="height:10px; width:400px; text-align:left;" | Type a search term in between the star characters.<br/> It shows existing items which include the respective search term |
|- style="horizontal-align:top;" | |- style="horizontal-align:top;" | ||
| − | | style="height:10px; width:100px; text-align:left;" | | + | | style="height:10px; width:100px; text-align:left;" | *... |
| − | | style="height:10px; width:400px; text-align:left;" | | + | | style="height:10px; width:400px; text-align:left;" | Prefix * to a search term.<br/> It shows existing items which end with this term</font> |
|- style="horizontal-align:top;" | |- style="horizontal-align:top;" | ||
| − | | style="height:10px; width:100px; text-align:left;" | | + | | style="height:10px; width:100px; text-align:left;" | ...* |
| − | | style="height:10px; width:400px; text-align:left;" | | + | | style="height:10px; width:400px; text-align:left;" | Suffix * to a search term.<br/> It shows existing items which start with this term</font> |
|- style="horizontal-align:top;" | |- style="horizontal-align:top;" | ||
| − | | style="height:10px; width:100px; text-align:left;" | | + | | style="height:10px; width:100px; text-align:left;" | "..." |
| − | | style="height:10px; width:400px; text-align:left;" | | + | | style="height:10px; width:400px; text-align:left;" | Type a search term in double quotes.<br/> It shows existing items which include the search term</font> |
|- style="horizontal-align:top;" | |- style="horizontal-align:top;" | ||
| − | | style="height:10px; width:100px; text-align:left;" | | + | | style="height:10px; width:100px; text-align:left;" | ...(space)... |
| − | | style="height:10px; width:400px; text-align:left;" | | + | | style="height:10px; width:400px; text-align:left;" | Type multiple search terms with a space in between.<br/> It shows existing items which include the search terms |
|} | |} | ||
<ol start="7"> | <ol start="7"> | ||
| − | <li | + | <li>Click the '''Save''' icon [[File:Smart link5.jpeg|RTENOTITLE]] to save your search. This opens the '''Save Search''' dialog box.</font></li> |
| − | <li | + | <li>Type a name for the search.</li> |
| − | <li | + | <li>Select '''Yes''' for Global Search to make this search available to everyone. Select '''No''' to save this locally just for you. Note that only the Administrator can save global searches.</li> |
| − | <li | + | <li>Click '''Save''' to save your search.</li> |
</ol> | </ol> | ||
| | ||
| − | === | + | === '''Setting a Saved Search as a Dashboard Tile''' === |
You can convert any of your saved search into Dashboard Tiles for easy access from [[My_Dashboard|My Dashboard]]. For that after clicking the Save icon in '''step 7''' above, fill in the following fields to create KPI: | You can convert any of your saved search into Dashboard Tiles for easy access from [[My_Dashboard|My Dashboard]]. For that after clicking the Save icon in '''step 7''' above, fill in the following fields to create KPI: | ||
| Line 61: | Line 61: | ||
Click Save, you can now see the '''KPI''' created by you in the list on the Dashboard after clicking on '''Edit'''. You can drag and drop your '''KPI''' from the list to the Dashboard. | Click Save, you can now see the '''KPI''' created by you in the list on the Dashboard after clicking on '''Edit'''. You can drag and drop your '''KPI''' from the list to the Dashboard. | ||
| − | <div class="note-box">'''Note:''' If it is a global search, the admin needs to create a security group to give the | + | <div class="note-box">'''Note:''' If it is a global search, the admin needs to create a security group to give the the user access to see that Saved Search in the list and add it as a Dashboard Tile.</div> |
| | ||
| − | + | | |
| − | + | ''Related Topics:''' [[Using_Advanced_Search|Advanced Search]] | [[My_Dashboard]] | [[Create_Smart_Links|Create Smart Links]] | |
| | ||
| | ||
| − | |||
| − | |||
Revision as of 06:23, 15 March 2017
Saved Searches
You can use the advanced search option to search for existing entities. You can save these searches and pin them as favorites for easier access.
To save your Search:
- Click the Search
. tile at the top right of My Dashboard. This opens Advanced Search. - In the Please select Entities to search field, enter or select appropriate entities from the list and type the keywords to search in the Enter Search here field.
- Select from these options:
- Metadata: the search is performed in the metadata of the selected Agreement.
- Full Text: the search is performed within the contents of the document of the selected Agreement.
- Click Search
icon, the results matching your keywords are displayed. - To narrow down your search, under Search For, click the Select Field and select an option from the list provided. The number in the bracket indicates the number of items available containing that search term. You can select multiple options. For example, selecting the field Status, displays the count of agreements that have status as Draft, Approved, Terminated, Superseded and so on. If you select the status as Draft (select the check box next to 'Draft'), all agreements in the Draft status are displayed.
- A list of these agreements is displayed as a search result in the tabular format. Enhancing your search using wild cards as follows:
| Field</font> | Action |
|---|---|
| *...* | Type a search term in between the star characters. It shows existing items which include the respective search term |
| *... | Prefix * to a search term. It shows existing items which end with this term</font> |
| ...* | Suffix * to a search term. It shows existing items which start with this term</font> |
| "..." | Type a search term in double quotes. It shows existing items which include the search term</font> |
| ...(space)... | Type multiple search terms with a space in between. It shows existing items which include the search terms |
- Click the Save icon
to save your search. This opens the Save Search dialog box.</font> - Type a name for the search.
- Select Yes for Global Search to make this search available to everyone. Select No to save this locally just for you. Note that only the Administrator can save global searches.
- Click Save to save your search.
- Global Search: select if you want it as global or local search.
- Dashboard Tile: select Yes, to create this saved search as KPI.
- Dashboard Tile Name: enter the display name for the KPI.
- Column Aggregate: as per the type of saved search, the field will get populated with the options, select the required one.
- Calculation Method: select the option from Sum, Average and Count, by default, Count will be selected.
</ol>
Setting a Saved Search as a Dashboard Tile
You can convert any of your saved search into Dashboard Tiles for easy access from My Dashboard. For that after clicking the Save icon in step 7 above, fill in the following fields to create KPI:
Click Save, you can now see the KPI created by you in the list on the Dashboard after clicking on Edit. You can drag and drop your KPI from the list to the Dashboard.
Note: If it is a global search, the admin needs to create a security group to give the the user access to see that Saved Search in the list and add it as a Dashboard Tile.
Related Topics:' Advanced Search | My_Dashboard | Create Smart Links
