CSM Browser Client Quick Search Widget

Use the CSM Browser Client Quick Search Widget to search records for all Business Objects or records for a specific Business Object. See Quick Searches Good to Know for additional details about this feature.

The CSM Browser Client Quick Search Widget is located in the top-right corner of the window.

Browser Client Search Control

Table 1. CSM Browser Client Quick Search Widget Options
Item Description
Quick Search (drop-down list)

Drops down so that you can select Quick Search or a specific Business Object to search:

  • Quick Search: Searches all records that contain a specific word or phrase.
  • Specific Business Object Search: Only searches records for the selected Business Object (Example: Incident).

See Quick Search and Quick Search Good to Know for more information.

See Configuring Search Defaults for specific information on enabling/disabling Business Objects for search.

Quick Search (text field) Type or select the search word or phrase. The most recently used searches appear in a drop list. See Quick Search and Quick Search Good to Know for more information.
Go (magnifying glass icon) Runs the search. Search results are displayed in a Grid (if they are of the same type) or a List (if they are of different types). By default, the Search Results display according to their Relevancy ranking, which means the records most likely to be relevant to your search string display at the top of the results. See Quick Search Results for more information.
Search Options (wrench icon)

When searching a specific Business Object, click the wrench icon to define options to refine the search: Changed, Open records only, Relationships, Attachments, Sort By, etc.

Changed

Limits the search to records that have changed during a specific timeframe.

Open (records) only

Limits the search to records that have not reached their final state (example: not closed). If the Business Object does not have a "final" or closed state, this option does not appear.

Note: The lifecycle and terminology vary depending on the Business Object and scenario (examples: Unapproved Changes only might appear when searching Changes, Non-Retired only might appear when searching Knowledge Articles).

Search Related Items Includes related Business Objects in the search (example: If the search word appears in a Journal entry, the Incident to which it is attached will be included in the search results).
Search Attachments When selected, the search returns results that match the text within .txt, .doc, and .xls files and will return any file type with a matching file name.
Sort by Selects the Business Object field (column) to use to sort the search results. By default, the Search Results display according to their Relevancy ranking, which means the records most likely to be relevant to your search string display at the top of the results.

See Quick Search Results for additional information.

Ascending/Descending Sorts the results in descending order instead of ascending order.
Search Manager Opens the Search Manager where you can create a Saved Search.