Search

The search feature is designed to assist users in finding data cards quickly:

Global Search: This function locates any data card the user is allowed to access.

• It goes through all data in the solution. This include in all issues and all folders the user has access to. 
• The search results are consolidated according to the template they belong to. 
• Global search can be further refined using settings and conditions. 
• The search can be saved as new view for later re-use.
• Global search will only cover data cards in the chosen folder.

Settings and Condition Filters: These tools enable more precise searches. Settings for views are used for defining which module (1.), template or templates (2.) and folder (3.) is included in the search. A condition can be removed by pressing the x in each field. Only visible data cards are searched by default. 

Select Hidden or All (4.) if hidden data cards should be included in the search. Refresh interval (5.) can be set from dropdown list for getting automatic refresh to report. 

Auto refresh interval can be selected separately for each view. It is turned off by default. Refresh interval is not supported on Calendar or Kanban views. Press Apply to see the search result. Settings button is highlighted if at least one valid condition is defined.

Search in the New Agent UI

In the Agent UI:

• Favorite-feature allows to favorite (clicking the star-icon next to the folder name) folders in the dropdown menu next to the search field. Favorited folders are always shown on top of the folder list. To remove a folder from the Favorites, click the star-icon next to its name again.
  
• If the result applies to more than one Folder, then the results are presented in tabs for each folder. In the example below, “custom” appears in several folders:
  

List View Filter: This finds data cards within the specific list being viewed. 

• Information is sought only for the shown columns of the template.  
• A list view filter is not saved with the view.

In the Agent UI, the graphical layout has been slightly updated:

How Search Functions

The search system uses a sophisticated method suited for business software. The same search logic applies to global searches, list filters, and when looking for reference values during data entry.

• Searches focus on words. 
• Type words separated by a space. 
• Use “|” for an OR search. 
• Special characters like “$ € # ; ? _” are usually ignored. 
  • However, “.” and “-” are not ignored, as they might be part of email addresses or web URLs.

Important: Text-heavy fields might be excluded from search to enhance performance. Check with your system administrator or key user if this applies.