Search for Records on an iOS Device

Search for records on an iOS device using CSM Search Groups. The Business Objects you can search and the Search Groups available on your mobile device are configured in CSM Administrator as part of the Cherwell Mobile settings. Search options are defined in the Mobile App settings on your device.

To search for records using Search Groups:

1. On the Cherwell Mobile Application Menu, tap Search.

   A list of available Business Objects opens.

2. Tap a Business Object to search.
3. Tap a scope (ex: Global).
4. Tap a Search Group (ex: All Incidents) to run the search.
   

   Note: The list of results is limited to 200 records.

From a Search Results List of records, you can:

• Refresh the Search Results List: Tap Refresh .
• View proximity: Tap Proximity to select whether to view all records and distances or to limit the list to only records near you (within your near threshold).
• Pin records: Tap Pin , and then tap a Pinboard to pin records to it.
• Map records: Tap Map .
• Open a record: Tap the record.