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(Created page with "<font face="Segoe UI"> Home > Agreement Management > Save Your Search Results<br/> In '''ICM''', you can use advance search option to search various existin...")
 
 
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[[ICM_Help|Home]] > [[Agreement Management]] > Save Your Search Results<br/>
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= Using Saved Searches =
  
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In '''ICM''', you can use advance search option to search various existing entities of agreement. You can save this search result and use it as favorites.<br/>
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You can use the&nbsp;Advanced search option to search for existing entities. You can save these&nbsp;searches and pin them as favorites for easier access.
  
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To save your Search:<br/>
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To save your Search:
  
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1. On the '''ICM''' Dashboard, at the top right corner, click [[File:Saving your Search1.png]]. The '''Search''' page appears. <br/>
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1.&nbsp;'''Click''' the ''Search&nbsp;''tile on the ''Home ''page. The ''Advanced Search''&nbsp;page opens.
  
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2. In the '''Please select Entities to search''' field, enter or select appropriate entities from the provided list, and then type related keywords in '''Enter Search here''' field.<br/>
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2. In the ''Please select Entities to search'' field, '''enter '''or&nbsp;'''select''' appropriate entities from the list&nbsp;and type the keywords to search in the&nbsp;''Enter Search here'' field.
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<div class="image-green-border">[[File:Saved Searches Advanced search page 7.8 gr actions home.png|1050px|Advanced Search page]]</div>
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3. '''Select''' from these options:
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<ul style="margin-left: 40px;">
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<li>'''Metadata''': the search is performed in the metadata of the selected Agreement.</li>
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<li>'''Full Text''': the search is performed within the contents of the document of the selected Agreement.</li>
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<li>'''Combined''': the search is performed in combination with Metadata and Full Text.</li>
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</ul>
  
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[[File:Save search1.png]]<br/><br/>
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4.&nbsp;'''Click'''&nbsp;the ''Search ''[[File:Smart link2.jpeg|RTENOTITLE]] icon, the results matching your keywords are displayed.
  
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[[File:Search agreement 2.png]]<br/><br/>
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5. '''Click'''&nbsp;the&nbsp;''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'', ''Terminated'', ''Superseded'' and so on.&nbsp;If you select the status as Approved and&nbsp;''Draft,''&nbsp;all Agreements in those&nbsp;states&nbsp;are displayed.&nbsp;
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<div class="image-green-border">[[File:Saved searches apply filters categories 7.8 gr actions.png|1050px|RTENOTITLE]]</div>  
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6. '''Click '''the ''Filters&nbsp;''button to expans the view of the displayed results.
  
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3. Once done, select the required option in the very next field:<br/>
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7. '''Click '''the ''Cancel ''icon on inidividual filters to remove them.&nbsp;
  
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:* '''Metadata''' – if selected, the search will be done in the '''Metadata''' of the selected Agreement.<br/>
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8. '''Click '''the expand arrow next to the ''Clear All'' button&nbsp;to view all the filters at a time (if there are many filters).
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:* '''Full Text''' – if selected, the search will be done in the '''Document''' of the selected Agreement.<br/>
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:* '''Combined''' – if selected, the search will be done including both '''Metadata''' and '''Document''' of the selected Agreement.<br/>
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4. Click Search [[File:Smart link2.jpeg]] icon, the results matching to your keywords will be displayed.<br/>
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9. '''Click '''the&nbsp;''Clear All'' button to remove all the filters at a time.
  
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5. To narrow your search further, under '''Search For''', click '''Select Field''' and select an appropriate option from the list provided. The number in the bracket denotes the number of available items which contain the search term. You can also select multiple options..<br/>
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10. A list of these Agreements is displayed as a search result in the tabular format. Enhance&nbsp;your search&nbsp;using wildcards as follows:
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<ul style="margin-left: 40px;">
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<li>*...*:&nbsp;Type a search term in between the star characters.&nbsp;It shows existing items which include the respective search term</li>
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<li>*...:&nbsp;Prefix * to a search term.&nbsp;It shows existing items which end with this term</li>
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<li>...*:&nbsp;Suffix * to a search term.&nbsp;It shows existing items which start with this term</li>
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<li>"...":&nbsp;Type a search term in double quotes.&nbsp;It shows existing items which include the search term</li>
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<li>...(space)...:&nbsp;Type multiple search terms with a space in between.&nbsp;It shows existing items which include the search terms</li>
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</ul>
  
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For example, when you select the field '''Status'''; the application displays the count of agreements that have '''status''' as '''Draft''', '''Approved''', '''Terminated''', '''Superseded''' and so on.<br/>If you select the status as '''Draft''' ( you enable the check box next to 'Draft'); the application displays  all the agreements having a '''status''' as '''Draft'''.<br/> A list of these agreements is displayed as a search result in the tabular format.<br/>
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&nbsp;
  
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'''How to enhance your search.'''<br/>
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=== Saving your Search Results ===
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You can enhance your search by using any of the following methods:<br/>
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{| class="wikitable"
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If you have the search criteria defined and have fine-tuned the results you are seeing, save the search:
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|- style="vertical-align:top;"
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!style="height:10px; width:100px; text-align:left;" | '''Field'''
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!style="height:10px; width:400px; text-align:left;" | '''Action'''
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|- style="horizontal-align:top;"
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1. '''Click''' the the ''Save'''''&nbsp;'''&nbsp;[[File:Smart link5.jpeg|RTENOTITLE]]&nbsp; icon. The&nbsp;''Save Search'' dialog box opens. Set the parameters for this saved search. You can save all three types of searches- Full Text, Metadata and Combined.
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|style="height:10px; width:100px; text-align:left;" | *...*
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|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
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|- style="horizontal-align:top;"
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|style="height:10px; width:100px; text-align:left;" | *...
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|style="height:10px; width:400px; text-align:left;" | Prefix * to a search term. <br/>It shows existing items which end with this term
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|- style="horizontal-align:top;"
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|style="height:10px; width:100px; text-align:left;" | ...*
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|style="height:10px; width:400px; text-align:left;" | Suffix * to a search term. <br/>It shows existing items which start with this term
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|- style="horizontal-align:top;"
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|style="height:10px; width:100px; text-align:left;" | "..."
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|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
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|- style="horizontal-align:top;"
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|style="height:10px; width:100px; text-align:left;" | ...(space)...
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|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
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|}
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6. Click [[File:Smart link5.jpeg]] to save your search. '''Save Search''' dialog box appears. <br/>
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2.&nbsp;'''Type''' a name for the search. Use a name that you can easily associate with this search.
  
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7. In the '''Save search as''' box, type a name for the search. <br/>
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3.&nbsp;'''Click''' ''Yes''&nbsp;to make it a global&nbsp;search, if you would like to all users of the selected Security Groups and Organization Units to see it. '''Select''' ''No'' to save this search locally that is only seen by the person saving it and not by anyone else.
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<div class="note-box">Note: Only the ICI Administrator can create and save a Global Search. However, all ICI users can edit a Global Search that they have access to and save it as a local copy. The user can also choose to inherit the Bulk actions from the global search to the local copy.</div>
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4. Specify the Advanced Parameters as follows:
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<ul style="list-style-type: disc;">
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<li>Smart Link: set it as a smart link to view all documents relevant to this search. Smart links appear as an icon in the Agreement Details page.&nbsp;</li>
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<li>Dashboard Tile: '''select '''''Yes&nbsp;''if you would like to use this saved search as Dashboard Tile. Dashboard Tiles appear on the ''Home ''page and show entities in various stages with a numeric value. This value is calculated as a combination of ''column aggregate'' and the ''calculation method'' you choose. Give the tile a name and specify the&nbsp;parameters for the numeric value.&nbsp;As the options suggest: <ul style="margin-left: 40px; list-style-type: circle;">
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<li>sum shows the total contract value of all agreements found in the search</li>
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<li>average presents the average contract value of all selected Agreements</li>
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<li>count displays the total number of Agreements found in the search.</li>
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</ul> </li>
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</ul>
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<div class="note-box">'''Note:'''&nbsp;A&nbsp;Search defined as a Smart link cannot be set as a Dashboard tile.&nbsp;</div>
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*Bulk Actions: use bulk actions to perform a given action on multiple Agreements at the same time. This saves you time by not having to choose each Agreement individually. Select ''Yes ''for bulk actions and choose the actions you would like to be able to perform in bulk.
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<div class="note-box">'''Note:''' For a global search, the Admin needs to create a security group to give the the user access to&nbsp;see that Saved Search in the list and add it as a ''Dashboard ''Tile.</div>  
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&nbsp;
  
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8. In '''Global Search''', select '''Yes''' to make the search available to everyone. Select '''No''' to keep the search restricted. <br/>
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== Modify the Existing Saved Search ==
  
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9. Click '''Save''' to save your search. The saved search appears as favorite on the Home page. <br/>
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You can modify the existing saved search from Metadata to Full Text or combined or vice versa. To do so:
  
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[[File: Save search3.jpeg]]<br/><br/>
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1. '''Click''' the ''My Saved Searches'' drop-down.
  
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'''Converting search result into a KPI'''<br/>
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2.&nbsp;'''Select''' the preferred option from the list. The search results appear in the results field.
  
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You can convert your favorite search result into a KPI so that it can be directly accessed from the ICM homepage.<br/>
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3.&nbsp;'''Edit''' the search results as required. You can either narrow down the search results as required or change the search to a ''Combined'' search from a ''Full Text'' search.
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For that you need to enable Control Tower Metric field, by selecting '''Yes''', while saving your search result as favorite. Then enter the '''Metric Name''', which  will appear on the '''KPI''' tile.<br/>
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After that select appropriate option for '''Column Aggregate''' and '''Calculation Method''' fields, from the provided list.<br/>
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[[File:Save search4.png]]<br/>
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4.&nbsp;'''Click '''the ''Save'' [[File:Smart link5.jpeg|RTENOTITLE]]&nbsp;icon.
  
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Click '''Save'''.
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== Ability to select or download Agreements in Bulk using Save Search ==
  
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Once you save the '''Control Tower Metric''', you need to give the view privilege for the local user or global users. You need to give the privileges from Admin tile.<br/>
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Use Bulk Actions to perform select or download&nbsp;multiple Agreements at the same time. You can define saved searches with ability to download Agreement documents in bulk. When this saved search is used on the ''Agreements'' page, you can select multiple Agreement records and also&nbsp;download their Agreement documents in one-go in a zip file. The following options are available:
  
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To learn how to create a '''Smart Link''', click [[Create Smart Links]]<br/>
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*''Approve''  
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*''Reject''
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*''Delete''
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*''Send for Approval''
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*''Send for External Signature''
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*''Download''  
  
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To download Agreements in bulk:
  
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Related Topics:<br/>
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1.&nbsp;'''Select '''Entities to search for and save&nbsp;your search. The ''Save Search'' popup opens.
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[[Create Smart Link for Agreement]]<br/>
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[[Create Smart Link for Association]]<br/>
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</font>
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2. The ''Advanced Criteria'' on the ''Save Search ''window&nbsp;allows you to perform bulk actions.
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<link-page pagebefore="Search_Contracts/Agreements|Search Contracts/Agreements" pageafter="Create_Smart_Link_for_Agreement | Create Smart Link for Agreement" />
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3.&nbsp;'''Select''' ''Yes'' for ''Bulk Actions.''
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4.&nbsp;'''Select''' the ''Download'' option.
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5.&nbsp;'''Click''' ''Save''.
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<div class="image-green-border">[[File:Saved Searches Save Sreach window 7.8.PNG|Save Search window]]</div> <div class="image-green-border">&nbsp;</div>
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== Configuring Global Favorites&nbsp; ==
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ICI Administrators can now set default favorites for all the users in the domain.&nbsp; They will be able to pin the necessary saved searches for external users/suppliers (who do not have access to saved searches) so that they can easily find actions and even view the filtered lists.
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To set Global Favorites by an Administrator:
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1.'''Click '''the ''Search'' icon. The ''Search'' page opens.
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2.&nbsp;'''Select '''the entity in the ''Please Select Entities to Search ''drop-down list. For example, ''RFx''.
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3.&nbsp;'''Click '''the ''Save'' icon next to ''My Saved Searches''. The ''Save Search'' window opens.
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<div class="image-green-border">[[File:RFx-GF gr actions.png|720px|RFx-GF.png]]</div>
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4.&nbsp;'''Enter '''a name in the ''Save search as ''field. For example, ''RFx Favorites''.
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<div class="image-green-border">
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5.&nbsp;'''Toggle '''''Global Search ''field to''Yes''.
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6.&nbsp;'''Toggle '''''Global Favourite ''field to''Yes''.
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7.&nbsp;'''Select '''''Security Groups ''from the drop-down list. For example, ''Buyer Security Group ''and ''Supplier Security Group''.
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8.&nbsp;'''Select '''''Org Units Upto ''from the drop-down list.
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9.&nbsp;'''Select '''''Org Units From ''the drop-down list.
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[[File:Save-Search-GF.png|720px|Save-Search-GF.png]]
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10.&nbsp;'''Click '''''Save''. Saved Search ''RFx Favorites ''is saved as a global favorite.
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Administrators can set the order of global favorites for any entity using ''Manage Global Favorites''.
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11.&nbsp;'''Click '''''Manage Global Favorites''. The ''Manage Global Favorites'' window opens.
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[[File:Manage-GF.png|720px|Manage-GF.png]]
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</div> <div class="image-green-border">
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12.&nbsp;'''Select '''the entity in the ''Please Select Entity ''field. For example, Agreement. All the global favorites of the Agreement entity are displayed.Users can use the ''Up ''arrow and ''Down'' arrow icons to set the order of global favorites of the selected entity.
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13.&nbsp;'''Click '''''Save''.
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[[File:Manage- Global- Fav-2.png|720px|Manage- Global- Fav-2.png]]
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</div>
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== Accessing Global Favorites at Agreement Level ==
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1.&nbsp;'''Click '''the ''Sourcing ''tile.
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<div class="image-green-border">[[File:Sourcing Tile-GF gr actions.png|RTENOTITLE]]</div>  
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2.&nbsp;'''Click '''''RFx. ''The ''RFx'' index page is displayed.The configured Saved Search ''RFx Favorites'' is already pinned on the RFx index page as ''Global'' ''Favorites''.
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<div class="image-green-border">[[File:RFX-Favourites-GF gr actions.png|720px|RFX-Favourites-GF.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note: '''When users pin the searches along with global favorites, they won’t get any more updates on global favorites.</div>
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&nbsp;
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== Saving a search with extension attributes ==
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Users can search and retrieve entities with extended attributes as search parameters and save the search criteria as a saved search. Extended attributes are available in search facets drop-downs along with regular attributes.&nbsp;
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To search entities with extension attributes:
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#Click Search on the ''Home ''page. The Search page opens.
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#Select entity in Entity drop-down. For example, Agreement.
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#Select extended attribute as search parameter in the Categories drop-down. Extension attributes are available in search drop-down with Extension Attributes: prefix. For example, Extension Attribute: Vehicle Type.&nbsp;
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All the entities with extension attribute Vehicle Type will be displayed.
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screen
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Users can save the search criteria with extended attributes as search parameters and use as global or local Saved Search.&nbsp;
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&nbsp;
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'''Related Topics:'''&nbsp;[[Using_Advanced_Search|Advanced Search]] &nbsp;| &nbsp;[[My_Dashboard|My_Dashboard]]&nbsp; | [[Creating_Smart_Links|Creating Smart Links]] | [[Adding_Global_Favorites_to_Entity_Details_page|Adding Global Favorites to Entity Details Page]]

Latest revision as of 09:25, 11 September 2020

Using 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:

1. Click the Search tile on the Home page. The Advanced Search page opens.

2. 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.

Advanced Search page

3. 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.
  • Combined: the search is performed in combination with Metadata and Full Text.

4. Click the Search RTENOTITLE icon, the results matching your keywords are displayed.

5. Click the Select Field 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 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 Approved and Draft, all Agreements in those states are displayed. 

RTENOTITLE

6. Click the Filters button to expans the view of the displayed results.

7. Click the Cancel icon on inidividual filters to remove them. 

8. Click the expand arrow next to the Clear All button to view all the filters at a time (if there are many filters).

9. Click the Clear All button to remove all the filters at a time.

10. A list of these Agreements is displayed as a search result in the tabular format. Enhance your search using wildcards as follows:

  • *...*: 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
  • ...*: Suffix * to a search term. It shows existing items which start with this term
  • "...": Type a search term in double quotes. It shows existing items which include the search term
  • ...(space)...: Type multiple search terms with a space in between. It shows existing items which include the search terms

 

Saving your Search Results

If you have the search criteria defined and have fine-tuned the results you are seeing, save the search:

1. Click the the Save  RTENOTITLE  icon. The Save Search dialog box opens. Set the parameters for this saved search. You can save all three types of searches- Full Text, Metadata and Combined.

2. Type a name for the search. Use a name that you can easily associate with this search.

3. Click Yes to make it a global search, if you would like to all users of the selected Security Groups and Organization Units to see it. Select No to save this search locally that is only seen by the person saving it and not by anyone else.

Note: Only the ICI Administrator can create and save a Global Search. However, all ICI users can edit a Global Search that they have access to and save it as a local copy. The user can also choose to inherit the Bulk actions from the global search to the local copy.

4. Specify the Advanced Parameters as follows:

  • Smart Link: set it as a smart link to view all documents relevant to this search. Smart links appear as an icon in the Agreement Details page. 
  • Dashboard Tile: select Yes if you would like to use this saved search as Dashboard Tile. Dashboard Tiles appear on the Home page and show entities in various stages with a numeric value. This value is calculated as a combination of column aggregate and the calculation method you choose. Give the tile a name and specify the parameters for the numeric value. As the options suggest:
    • sum shows the total contract value of all agreements found in the search
    • average presents the average contract value of all selected Agreements
    • count displays the total number of Agreements found in the search.
Note: A Search defined as a Smart link cannot be set as a Dashboard tile. 
  • Bulk Actions: use bulk actions to perform a given action on multiple Agreements at the same time. This saves you time by not having to choose each Agreement individually. Select Yes for bulk actions and choose the actions you would like to be able to perform in bulk.
Note: For 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.

 

Modify the Existing Saved Search

You can modify the existing saved search from Metadata to Full Text or combined or vice versa. To do so:

1. Click the My Saved Searches drop-down.

2. Select the preferred option from the list. The search results appear in the results field.

3. Edit the search results as required. You can either narrow down the search results as required or change the search to a Combined search from a Full Text search.

4. Click the Save RTENOTITLE icon.

Ability to select or download Agreements in Bulk using Save Search

Use Bulk Actions to perform select or download multiple Agreements at the same time. You can define saved searches with ability to download Agreement documents in bulk. When this saved search is used on the Agreements page, you can select multiple Agreement records and also download their Agreement documents in one-go in a zip file. The following options are available:

  • Approve
  • Reject
  • Delete
  • Send for Approval
  • Send for External Signature
  • Download

To download Agreements in bulk:

1. Select Entities to search for and save your search. The Save Search popup opens.

2. The Advanced Criteria on the Save Search window allows you to perform bulk actions.

3. Select Yes for Bulk Actions.

4. Select the Download option.

5. Click Save.

Save Search window
 

Configuring Global Favorites 

ICI Administrators can now set default favorites for all the users in the domain.  They will be able to pin the necessary saved searches for external users/suppliers (who do not have access to saved searches) so that they can easily find actions and even view the filtered lists.

To set Global Favorites by an Administrator:

1.Click the Search icon. The Search page opens.

2. Select the entity in the Please Select Entities to Search drop-down list. For example, RFx.

3. Click the Save icon next to My Saved Searches. The Save Search window opens.

RFx-GF.png

4. Enter a name in the Save search as field. For example, RFx Favorites.

5. Toggle Global Search field toYes.

6. Toggle Global Favourite field toYes.

7. Select Security Groups from the drop-down list. For example, Buyer Security Group and Supplier Security Group.

8. Select Org Units Upto from the drop-down list.

9. Select Org Units From the drop-down list.

Save-Search-GF.png

10. Click Save. Saved Search RFx Favorites is saved as a global favorite.

Administrators can set the order of global favorites for any entity using Manage Global Favorites.

11. Click Manage Global Favorites. The Manage Global Favorites window opens.

Manage-GF.png

12. Select the entity in the Please Select Entity field. For example, Agreement. All the global favorites of the Agreement entity are displayed.Users can use the Up arrow and Down arrow icons to set the order of global favorites of the selected entity.

13. Click Save.

Manage- Global- Fav-2.png

Accessing Global Favorites at Agreement Level

1. Click the Sourcing tile.

RTENOTITLE

2. Click RFx. The RFx index page is displayed.The configured Saved Search RFx Favorites is already pinned on the RFx index page as Global Favorites.

RFX-Favourites-GF.png
 
Note: When users pin the searches along with global favorites, they won’t get any more updates on global favorites.

 

Saving a search with extension attributes

Users can search and retrieve entities with extended attributes as search parameters and save the search criteria as a saved search. Extended attributes are available in search facets drop-downs along with regular attributes. 

To search entities with extension attributes:

  1. Click Search on the Home page. The Search page opens.
  2. Select entity in Entity drop-down. For example, Agreement.
  3. Select extended attribute as search parameter in the Categories drop-down. Extension attributes are available in search drop-down with Extension Attributes: prefix. For example, Extension Attribute: Vehicle Type. 

All the entities with extension attribute Vehicle Type will be displayed.

screen

Users can save the search criteria with extended attributes as search parameters and use as global or local Saved Search. 

 

Related Topics: Advanced Search  |  My_Dashboard  | Creating Smart Links | Adding Global Favorites to Entity Details Page

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