CSM Desktop Client Quick Search Widget
Use the CSM Desktop Client Quick Search Widget to search records for all Business Objects or records for a specific Business Object. The CSM Desktop Client Quick Search Widget is located in the top-right corner of the window.
| Action | Description |
|---|---|
| Choose Items to Search (drop-down list) |
Drops down so that you can select Quick Search or a specific Business Object to search:
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-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. See Quick Search Results for more information. |
| Search Options (wrench icon) |
When searching a specific Business Object, select 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. 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). |
| 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.
See Quick Search Results for additional information. |
| Descending Sort Order | Sorts the results in descending order instead of ascending order. |
| Search Manager | Opens the Search Manager where you can create a Saved Search. |
| Close | Closes the Search options drop-down box. |