Use the
CSM Desktop Client Search Control, located in the upper right corner of the
Main window, to
quickly find all records that contain a specific word or phrase.
You can
Quick Search
all records (ex: Find all records that contain the word "printer") or limit the
search to records of a particular type (ex: Find all Incidents that contain the
word "printer"). When searching a particular Business Object, you can refine
the search by defining search options, such as search open records only, search
attachments and/or related Business Objects, search a timeframe, etc. If
needed, you can also access the
Search
Manager to run or create a
Search Group
(saved search).
The Search Control is configurable (technically, it is a
Search
Widget) and can vary by Role. The system administrator decides if it is
displayed, which Business Objects can be searched, and what the search options
are. Your default Search Control (either System or Role) is initially set in
CSM Administrator by a system administrator; however, if you have
security
rights, you can
select your own
default.
Good to know:
- Searches can use AND (all words) or OR (any word) logic; the system
administrator defines this default.
- Wildcards (*, %) can be used.
- If results are the same type (ex: all are Incidents), the results are
displayed in the
Grid. If results are of
different types (ex: Incidents and Problems), the results are displayed in a
list.
The default Search Control contains the following items.
| Action
|
Description
|
| Choose Items to
Search
|
Drops down so that you can select what to search:
- Quick Search:
Searches all records that contain a specific word or phrase (ex: find all
records that contain the word "printer").
- Specific Search: Searches only records of a particular type
(ex: find all Incidents that contain the word "printer").
|
| Search
|
Displays the word or phrase to search for. The
drop-down displays the most recently used (MRU) searches.
|
| Go
|
Runs the search. Search results are displayed
in a Grid (if they are of the same type) or a List (if they are of different
types).
|
| Search Options
|
Drops down so that you can refine search options for a
specific record type.
|
| Open "Business Objects"
only
|
Limits the search to records that have not reached their final
state (ex: not closed).
Note: The lifecycle and terminology vary depending on the
Business Object and scenario (ex: "Unapproved Changes only" might appear when
searching Changes). If the Business Object does not have a "final" or closed
state, the check box does not appear.
|
| Changed Options
|
Limits the search to records that have changed
during a specific timeframe.
|
| Relationships
|
Includes related Business Objects in the search
(ex: If the search word appears in a Journal entry, the Incident to which it is
attached will be included in the search results).
|
| Attachments
|
Includes record Attachments in the search (ex:
Searches file attachments in each record).
|
| Sort by
|
Selects the Business Object field (column) to
use to sort the search results.
|
| Descending Sort
Order
|
Sorts the results in descending order (Z-A)
instead of ascending order (A-Z).
|
| Search Manager
|
Opens the Search Manager where you can create a
Search Group.
|
| Close
|
Closes the Search options drop-down box.
|
|
