Search is a fast way to find an app item by its name or other parameters. Please note that you can search within the items of one app.
If you plan to search frequently by the same set of parameters, save them as a filter.
To start a search, open the app page. Type your search query in the search field at the top of the page. You can type the full name of an item or a part of it. The search is not case-sensitive.
Then press Enter on your keyboard.
In the search results, you will see all app items that have the text that you have entered in their name.
To clear the search field, click on the cross in the search field or press Esc on your keyboard.
For a more precise search, you can search by specific item parameters and use several parameters at the same time.
Search by Parameters
To search by parameters, click on the corresponding icon in the search field.
The Search by parameters form will open.
Here you can search by:
- main app fields;
- tasks assigned to users for working on a specific app item;
- system fields.
The default system fields that you can specify are the following:
- Author. The user who created the app item;
- Change Author. The user who last modified the item.
- Created. The date the item was created. You can select a precise date or specify a period.
- Changed. The date the item was modified. You can select a precise date or specify a period.
You can add more parameters to this form. To do so, when configuring app fields add the required parameter and check the Search and sort by field box. Also, you can go to the advanced mode, open the Context tab and check the Participates in search box next to the selected parameter.
When searching by parameters, you can search within the deleted app items. To do that, click the Removed link in the top right corner of the form.
To save your search parameters as a filter, fill in the fields and click Save as filter.
Only the users included in the Administrators group can save filters. Saved filters become available to other users.
Next enter the filter's name and click Save.
The saved filter will appear on the search panel in the app where it was created.
Later you can delete a filter or change its name. To do that, click on the pencil icon next to the filter's name. Enter a new name, or delete the filter by clicking on the icon.
Do not forget to click on the check mark icon to save the changes.
To use a filter, click on its name. The list of app items will display all items that correspond to the filter's parameters.