Execute a Simple Search

Simple Search refers to the searches performed using a part of a keyword, pre-configured filters defined in the class library or wildcard character.

To execute a Simple Search:

1. In the Global Navigation Panel, select .

   The Search Panel opens, docked in Dashboard.

2. In the drop-down box, select the arrow to select the type of item.

3. The default Search by option is ID and Name. You can limit the search results by selecting either the ID option or the Name option as appropriate.

   

4. Enter an Item ID, or Name or a wildcard character in the Search box, and then select .

   The search results appear as a list.

   Note: If you add a wildcard to the front of your search, the automatically appended wildcard is removed, and will need to be manually added if required.

Loading Search

The Load Search functionality at the bottom of the Search Panel enables you to load the previously saved search results. By selecting Load Search, you can view the saved searches by their name, and select the one to load into the Search Panel.

Searches loaded into the Search UI are modified to be compatible with the search UI. This means all ItemIdentifierCriteria are stripped from the search and the obligatory ID or NAME and CLASSID are added to the beginning of the search. This means the Search UI does not support complex criteria including ItemIdentfierCriteria in the search even though this can be defined in the configuration for the search itself.

Note: This only applies to the Search UI and does not apply to the searches configured to run through the WebAPI.

Resetting Search Criteria

The Reset option:

• Is enabled in the Search Panel, only after a search is executed, and the search results are displayed.

• Clears both the search criterion and its search results.

• Enables you to enter a new search criterion, and execute a fresh search.

By selecting in the Search Panel displaying search results, the search criteria as well as its search results are cleared. And, you can enter a new search criteria to perform a new search.

Opening a Search Item and Viewing

To open a search item and view:

5. From the search results displayed in the Search Panel, select an item.

6. Select , and then select Open. You can also directly select on the item to open it.

   If the item selected to view is a tag, it opens in the Summary View.

7. If you select to view a 2D Diagrams and Documents View document, it opens in the Document View.

   You can change the view mode from Document View to Summary View using the option.

Saving a Search

Saving a search enables you to retrieve the search results, based on a criteria of any previously executed search. Using the Save Search option, you can save the search results for a specific search criteria.

Note: To save a Search, ensure you are in a role that has the CreateAdvancedFind right, such as Core Team Admin or Power User.

To save a search:

8. In the bottom-left of the Search Panel displaying the search results, select .

   The Search Details window appears.

9. Enter a Name for the search results you want to save, and then select OK.

   A message appears confirming the Save Search success.

Saving Personal Searches

If you have the CreateAdvancedFind permission, you can create Advanced Searches, Save Searches and manage the Saved Searches.

You can also save a search as Personal, which means the search can only be viewed by the author of the Saved Search.

If the Personal checkbox is not selected, then the Saved Search becomes Public and all users can view it.

The Load Search panel shows all of the Public Saved Searches and all of your Personal Saved Searches.

Managing Saved Searches

You can use the Manage Saved Searches panel to modify multiple Saved Searches at once.

The Type column in the panel differentiates the Personal searches from the Public searches.

The following table lists the various operations that you can perform using the Actions… menu on the panel:

Note: If you have the CreateAdvancedFind permission, you can set a Public search as a Personal search, after which the search is visible only to yourself.

Filtering Saved Searches by Type

You can use the filter icon in the Manage Saved Searches panel to filter the searches based on their types – Personal or Public.

Selecting the filter icon shows the three options: All, Personal, Public.

Note: When filtering on the Personal Saved Searches, the Set to Personal option in the Actions… menu is not visible. When filtering on the Public Saved Searches, the Set to Public option in the Actions… menu is not visible.

Deleting a Saved Search

The Manage Search option enables you to delete a saved search.

Note: You must have appropriate rights to delete a search.

To delete a saved search:

10. In the Manage Saved Searches panel, selectto delete the saved search.

    A message confirming You are about to delete the Saved Search: <Search Name>. Do you wish to continue? appears.

11. Select OK to delete. Select Cancel if you do not want to Delete.