Performing a search

The search screens of a portal can be accessed by clicking on the corresponding menu from the navigation pane.

They are used to search for management objects by specifying filters in order to obtain results matching the desired filters.

From a search screen, various search methods are available depending on your needs:

  • Search using search criteria added in quick access. The most used search criteria are then quickly accessible.
  • Advanced search from a dedicated search window that gathers all search criteria added in advanced search.

Important

Searching is only available on the Purchase Portal, the Web Portal, the Help Desk Portal, the Sales Portal and Project.

Quick accesses are search criteria displayed directly in the filters area located at the op of the screen.

On most search screens, the user can manage the criteria available in quick access and then customize their search interface depending on the criteria they use the most. Criteria more rarely used and not added in quick access are still available in advanced search (see Using advanced search).

Filters are hidden automatically when a search is started. To show them again, click on at the top right of the search results.

Depending on the search screen, one criterion might be available by default in quick access. If so, that criterion cannot be removed nor its location be changed (ex: Number).

To manage criteria available in quick access, click on the Quick access button on the right of the search interface to open the Quick access setup window:

Adding criteria

Tip

Use the search field to quickly find a search in the Available filters and Order of filters to be displayed lists. The search starts as soon as one character is typed and matching criteria are filtered automatically.

To add a criteria in quick access, drag it from the Available filters list and drop it in the Order of filters to be displayed list, in the desired order. To add all criteria from the Available filters list to the Order of filters to be displayed list, click on . Click on Apply to take into account the added criteria.

The order of criteria in the Order of filters to be displayed list corresponds to the display order of criteria in the search interface.

Removing criteria

To remove a criteria from quick access, click on on the right of the criteria in the Order of filters to be displayed list. To remove all criteria at once, click on . Click on Apply to take into account the removed criteria.

1 In the search interface located at the top of the screen, specify the desired values in the criteria available in quick access.
2 Click on Search.

The search is started:

  • If the value or values entered match one or several existing results, those are listed in the search results.
  • If the value or values entered do not match any results, no results are displayed.

To reset all entered criteria, click on on the right of the search interface. If a saved search has been selected, the icon allows you to apply the values from the saved search again.

If the criteria available in quick access are not enough, it is possible to run an advanced search.

1 In the search interface located at the top of the screen, click on Advanced search on the right of search criteria displayed in quick access.
2 Enter the desired values in the criteria available in the advanced search window. The various tabs are used to access criteria for objects and custom data.

Tip

If needed, click on Reset at the bottom of the window to reset all specified criteria. If a saved search has been selected, the Reset option allows you to apply the values from the saved search again.

3 Click on Search.

The search is started.

The number of criteria used is shown with a red circle on the Advanced search button, as well as on the relevant tabs in the advanced search window.

Tip

Hover over the Advanced search button to show in a tooltip the criteria used for the search and their values.

To reset all entered criteria, click on on the right of the search interface. If a saved search has been selected, the icon allows you to apply the values from the saved search again.

When searching with quick accesses or advanced search, the following keyboard shortcuts can be used:

Keyboard shortcut Action
Tab Places the cursor on the next criterion, from left to right and from top to bottom.
Enter Starts searching
Escape Closes the advanced search window
F2 or double-click on a help list criterion Opens the list of all values available for a criterion
Up and down arrow keys in a list of values Navigates between the values
Enter on a list of values Selects the highlighted value
Escape in a list of values Closes the list of values