Searching Issues

Information

To search for an Issue or to save the search criteria you use frequently:

1

Select Search Issues from your home menu. This will open the Search Issues screen.

The Search All field will search the Subject, Notes, and Solution fields for the criteria entered.

2

Enter/Select criteria to search on from the options that appear.

    • To search on multiple words or character groupings in a text-based field, use a space or semi-colon (;) between the terms. Any Issues containing one or more of these terms will be returned.
    • If it is desired to search for exact matches (including spaces, commas and semi-colons), enter double-quotes (") around your list.
    • To exclude Issues containing a specific term, enter a minus or dash (-) in front of the term.
    • Examples:
      • error;46328 will return any Issues with the terms error and 46328, as well as just error, or just 46328.
      • “error 46328 ” will return only Issues with the exact term error 46328.
      • error -“46328” will return only Issues with the term error but not the term 46328.

3

To include User Defined Fields (UDF) within your search, click the + add user defined field to search criteria link, select the appropriate UDF value from the dropdown, then click add to search.

10.3.12 introduced changes to the functionality of searches within UDF fields. When a search is made on Text UDFs, multiple words that are separated with a space are treated as different search terms. In order to search UDFs using all search terms, it is necessary to place a % between the terms, or enclose the search terms in double quotes. For example, if you wish to find a UDF containing the record “Doe, Jane” it is necessary to enter either “Doe, Jane” including the double quotes OR enter Doe%Jane in order to obtain useful results.

4

Select the format for your search results as the Output.

5

To save this criteria for future searches (and possibly use it to create a Scheduled Report), enter a Search Title and click the Save New Search link. The message Saved Search was successfully created will then appear. A shortcut to this Saved Search will be sent to the My Reports section of your My Issues screen.

OR
 
1

To simply execute this search immediately, click Search.

From the search results, you may click on an Issue Subject to open the View Issue screen and access any options available to you within the Issue.

The fields and values you may search on depend on your permissions. In addition, your search results will include only Issues you are allowed to view.


Applies To:

Issuetrak 9.9+