How to create customized searches


This article will help you learn how to create searches.

The search is a great tool to slice and dice your information. Default searches give you a quick access to specific subsets of your data on your workspace.

When you want to create new searches, you can do it from your application, your project or your workspace. Let’s have a closer look to each of them.

Searches at the application level

When you create a default search at the application level, this search will automatically be added for all the appropriate users.

To create a default search from your application, go to the “projects” tab and then to the “applications” tab. Double click on the application where you want to add a search.

Searches at the application level

You then need to go on the third tab: “Default Searches”.

Default searches tab in the application

All you have to do is to click “new”, name your search and select the criteria you want to use for your search. You can use one or as many criteria as you need.

Create a new search at the application level

Save and repeat as many times as you need to create multiple searches.

All the appropriate users will now see this search their workspace.

Searches at the project level

When you create a default search at the project level, this search will automatically be added for that specific project only.

To create a search at the project level, go on the “projects” tab and double click on the project where you want to create a search.

You then go to the “Default Searches” tab.

Default searches at the project level

To create a new search, click “New”, give a name to your search, select the criteria you want for this search and save.

Select the criteria for a new project level search

Custom searches on the Workspace

Finally, any user can edit or create searches on his own workspace. These new searches or modifications to existing searches will only appear on his own workspace. This is where you can customize your searches to your personal needs.

To do so, on the left column on your workspace, click on the manage icon.

Workspace manage icon

You can edit, move or delete existing searches or create new ones.

workspace searches edit move delete

To create a new custom search, click on add search and follow the wizard. Step 1, select the search group where you want to add a search.

workspace custom search step one wizard

Step 2, select an available project.

new search wizard step 2

Step 3, give a name to your search and select criteria.

new search wizard step 3 name and criteria

Click next and finish and your custom search is done.

You now have all the knowledge needed to create your own searches.