Administrators can define the scope of user searches by clicking Administration, Configuration, User Default. They can specify the User Search Scope as either the business unit of the user or the entire Catalog system.
Administrators can define the scope of user searches by clicking Administration Configuration User Default. They can specify the User Search Scope as either the business unit of the user or the entire Catalog system.
Follow these steps to create an advanced search query: Click Home, Requests. Click the advanced search icon.Click the Search icon in the Advanced Search box to enter a new advanced search query. The fields next to the Search icon expand so that you can enter an advanced search condition in the format property - operator - value, as follows:
In the first (property) search field (a drop-down list), select the property for you want to search for, such as Action By User ID, Business unit Name, Request Priority, or Service Option Element Name.
In the second (operator) search field (a drop-down list), select the operator to use for your search, such as Equals, Not Equals, Contains, Starts With, Ends With, or In.
is a special operator that you can use to select or specify multiple values as search criteria. In the third (value) search field, type or select your search criteria, as follows:For most properties, you type custom search criteria directly into this field. Examples include actual request IDs, user names, and business units.
For example, to search for the request whose ID is 101, specify the following in the search fields: property: Request ID operator: Equals value: 101Similarly, to search for three requests whose IDs are 101, 102, and 103, specify the following in the search fields:
property: Request ID operator: In value: 101,102,103 Use a comma to separate multiple values in the value field.If you are a Service Delivery administrator, and you plan to share the advanced search query with other users:
For the properties that include the user ID, specify the value as the $USERID$ variable. For the properties that include the business unit ID, specify the value as the BU$ variable.For certain properties, this field changes to a drop-down list, and you select the value you want from the list. For example, if you are searching for a property related to the request status, you select the request status you want from the drop-down list. If your implementation includes custom statuses, they appear in this list.
For example, to search for requests whose status is Approved, specify the following in the search fields:
property: Request Current Status operator: Equals value: ApprovedSimilarly, to search for requests whose statuses are Approval Done or Approval Not Needed, specify the following in these fields:
property: Request Current Status operator: In value: Approval Done and Approval Not NeededIf you are searching for a property related to the dates, if required, you can include multiple dates in your query by using operators such as Before or After, and by using multiple search conditions.
For example, to find request created between July 27, 2011 and July 30, 2011, inclusive, specify both of the following conditions in your query:
property: Request Date Created operator: After or On value: 07/27/2011 property: Request Date Created operator: Before or On value: 07/30/2011 To find requests related to inactive users, specify one or both of the following properties: Requested For User Status Requested By User Status . For example, to find requests created by an inactive user, specify the following property: Requested By User Status operator: Equals value: InactiveFor queries involving inactive users, you must specify these properties first, before you specify any other search criteria.
Click the Plus sign (+) after the third search field to specify another search condition, if required.
Click the Remove (-) icon after the third search field of any additional search conditions that you want to remove from the advanced search query, if required.
You have finished specifying this advanced search query.Only Service Delivery administrators can share queries. A shared query appears as a saved query for all users when they click the Load icon. All users in all business units can view and run shared queries, but cannot modify them.
Follow these steps to share an advanced search query: Click the Save icon. Enter meaningful data in the Save Query dialog. (Optional) Click Share to share the query with other users.The Catalog system includes several predefined shared queries at installation time. Service Delivery administrators can optionally unshare or delete any queries that do not apply to their implementation.