Quick Search in the Task Pane
Use the Quick Search in the Task Pane to search records for a specific Business Object.
This Quick Search provides the following functionality:
| Action | Description |
|---|---|
| Select Business Object to Search | Select a specific Business Object to search
(examples: Incident, Problem, Vendor) from the drop-down list. At the bottom of
this list, you can also select whether to use the All Words/Any Words feature.
Use Configuring Search Defaults to enabling/disabling Business Objects for search. |
| Search (text field) | Type or select the search word or phrase. The most recently used searches appear in a drop-down list. |
| 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. |
| Search Options (ellipses icon) |
When searching a specific Business Object, select the ellipses icon to refine the search: Changed, Open records only, Relationships, Attachments, Sort By, etc. |
| Open (records) only |
Limits the search to records (Business Objects) that have not reached their final state (example: not closed) or final stage in either the legacy lifecycle or the Business Object Lifecycle Editor. If the Business Object does not have a "final" or closed state or final stage, this check box does not appear.
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). |
| Open Advanced Editor |
Run a refined search of a specific Business Object. A Quick Search window opens with additional search criteria options.
This type of search is not saved. You need to create a Saved Search. For more information, see Create a Saved Search. |
| Changed | Limits the search to records that have changed during a specific timeframe. |
| Relationships | 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). |
| 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. |
| Descending Sort Order | Sorts the results in descending order instead of ascending order. |