Difference between revisions of "Global Search for Requests"

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This document can now be found at its new location in the [https://docs.hornbill.com/servicemanager-user-guide/request-list/global-search-for-requests Hornbill Document Library].
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[[file:hornbill-document-library.png|Global Search for Requests|link=https://docs.hornbill.com/servicemanager-user-guide/request-list/global-search-for-requests]]
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<div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;">
 
<div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;">
 
__NOTOC__[[Main Page|Home]] > [[Service Manager]] > Global Search for Requests
 
__NOTOC__[[Main Page|Home]] > [[Service Manager]] > Global Search for Requests
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== Related Articles ==
 
== Related Articles ==
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:* [[Global_Search_for_Requests#Quick_Request_Search|Quick Request Search]]
 
:* [[Request List Filters]]
 
:* [[Request List Filters]]
 
|}
 
|}
  
 
== Search Bar ==
 
== Search Bar ==
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The search is a natural language search where you can type in anything from a single work to a sentence into the Search Bar. The text typed into the search bar will search the following fields of a request
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The search is a natural language search where you can type in anything from a single word to a sentence into the Search Bar. The text typed into the search bar will search the following fields of a request
 
:* Request ID
 
:* Request ID
 
:* Summary
 
:* Summary
 
:* Description
 
:* Description
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:* Customer
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:* External Reference Number
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:* Owner
 
  
 
== Search Tools ==
 
== Search Tools ==
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The Search Tools are accessed by an arrow located on the right hand side of the search field. By clicking on this arrow the following search options are made available to improve on your search.
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The Search Tools are accessed by an arrow located on the right-hand side of the search field. By clicking on this arrow the following search options are made available to improve your search.
  
 
:* '''Any Type'''
 
:* '''Any Type'''
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:: A single owner can be selected using the Co-worker search.  Once a co-worker is select, only the requests where that co-worker is the owner, will be in the results
 
:: A single owner can be selected using the Co-worker search.  Once a co-worker is select, only the requests where that co-worker is the owner, will be in the results
 
:* '''Any Customer'''
 
:* '''Any Customer'''
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:: A single customer can be selected using the customer search.  The Seach Customer will return both contacts and co-workers.  Once a customer is selected, only requests where that contact or co-worker is the customer of the request, will be displayed.
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:: A single customer can be selected using the customer search.  The Seach Customer will return both contacts and co-workers.  Once a customer is selected, only requests where that contact or co-worker is the customer of the request will be displayed.
 
:* '''Any Service'''
 
:* '''Any Service'''
 
:: Select a single service from the list of services to produce search results that only contain requests belonging to that service
 
:: Select a single service from the list of services to produce search results that only contain requests belonging to that service
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:* '''Details or Timeline'''
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:: When searching you can select if you want to search the details of the requests or the Timelines.  The Details search is the default search where the provided search string will match with information held in the Summary, Details, Owner, Customer, and Request ID.  If Timeline is selected, the provided search string will be match information held in the Timeline of the requests.
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::[[File:Information.png|14px|text-top|Information]] If a migration from the Supportworks application has included the importing of request records, the history on these records will be available on an ooption titled ''Historic Requests''
  
 
== Advanced Search ==
 
== Advanced Search ==
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There are a selection of operators and syntax available to perform advanced searches from the Global Search Bar.  Some that are commonly used include:
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There is a selection of operators and syntax available to perform advanced searches from the Global Search Bar.  Some that are commonly used include:
 
:* Boolean Operators: AND (+), OR, NOT (-).
 
:* Boolean Operators: AND (+), OR, NOT (-).
 
::* Must be in ALL CAPS
 
::* Must be in ALL CAPS
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::* Placing two or more words within "double quotes" will search for that exact string  
 
::* Placing two or more words within "double quotes" will search for that exact string  
 
<br>
 
<br>
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[[File:Information.png|14px|text-top|Information]] If the results of a search are not producing expected results, a ''re-index'' may need to be performed by your administrator
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<br>
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<br>
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== Search Results ==
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[[File:Request Search Results.PNG|400px|thumb|<div align="center">'''You may not be able to access some search results because of the Service Manager visibility model'''</div>]]
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When browsing your list of search results, you may notice that the link to some requests is inactive. This is due to the Service Manager visibility model. During a search, the application checks a number of criteria about the request to understand if you should be allowed to access it.
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The visibility logic is as follows:
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<br>
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:* Are you the owner of the Request?
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:* Are you a member of the team that the Request is assigned to? 
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:* Are you a member of a team that supports the Service that the Request has been raised against? 
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:* Are you a member of the Request?
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:* Are you the customer of the Request?
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:* Did you raise the Request?
 
<br>
 
<br>
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[[File:Information.png|14px|text-top|Information]] If the results of a search are not producing expected results, a ''re-index'' may need to be performed by your administrator
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If any of these are true, you will be able to click on the request summary and view it in its entirety.
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== Quick Request Search ==
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[[File:Quick_Request_Search_2.png|400px|right]]
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If you already know the Request ID you are looking for, you can use the quick request search option from anywhere in Hornbill. 
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Simply use '''Ctrl''' + '''Shift''' + '''F''' to open the quick search pop up where you can enter the request ID and open the request (if you have the appropriate rights to view the request).
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== Requests containing a term in a custom field ==
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There is the likely requirement to identify requests that contain a specific term (e.g. email address, a person's name) in the custom fields, these may have been captured through progressive capture. The [[https://wiki.hornbill.com/index.php?title=Reports|Reports]] engine can be used to schedule and generate a report.
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In the example below, we are looking for the term 'Joe Bloggs' in Custom A of requests in the system.
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Instructions:
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# Navigate to the Reports module in the Admin Tool (https://admin.hornbill.com/[INSTANCE ID]/app/com.hornbill.servicemanager/reporting/create/);
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# In the '''General''' tab, provide a name and description, select 'SQL Schema Designer' from the 'Report Using' option;
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# In the '''Data Collection''' tab, select 'Requests' from the 'Select Tables' option, press the 'Add Table' button;
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# In the '''Select Columns''' tab, select 'Request Id' from the 'Available Columns' option, press the 'Select Column(s)' button;
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# In the '''Select Filter''' tab, press the + button and select the parameters below from the 'Filter Options' section
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  Table: Requests
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  Column: Custom A
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  Value equals
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  Against These Value(s): Joe Bloggs
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6. Scroll to the top, press the Save button
  
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[[Category: Service Manager]]
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You should now be presented with a '''Play''' button, this generates a report. This can be scheduled and more filtering options (e.g. only show active requests) can be added to the Filter section in the report.
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-->
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[[Category: HDOC]]

Latest revision as of 21:58, 2 May 2024

This document can now be found at its new location in the Hornbill Document Library.

Global Search for Requests

Retrieved from "https://wiki.hornbill.com/index.php?title=Global_Search_for_Requests&oldid=32424"