Hello Everyone, In recent months, I have been publishing blogs for FootPrints, reflecting the kinds of queries we are dealing with in support, After going through the data from problem management, We have decided to talk about searches in Footprints.
FootPrints offers multiple ways to find specific records in the database. You can search on keywords, ticket numbers, date ranges, and so on, as well as across containers (workspaces, CMDBs, and so on). Wildcard characters can be used, partial word search is supported, and you can limit the search to specific items such as change requests in a workspace. For more information about entering search values
Search options include:
- Quick search: Search by entering a keyword, title, ticket number, or other criteria. This option is available from any page in FootPrints. You can also search across containers by selecting specific containers in the Select item(s) list.
- Advanced search: If authorized, you can define complex searches on all fields and criteria. Advanced searches are an option in the Select item(s) list.
- Saved searches: If authorized, you can save advanced search criteria and make them available to view in Dashboards and as views. Only users who are authorized to see the queried data can see the results.
You can search for words and phrases contained in almost any field, search in one container or in multiple containers, and search for specific tickets by ticket number.
Only fields that are designated as Searchable by your administrator can be searched using the Search field that appears on any Home page that lists records. The Searchable option is available for text, selection, and hyperlink field types. For example, you cannot search Created By or Updated By fields by entering search values in the Search field, but you can still search these fields and most others by selecting the Advanced Searches option in the Search menu.
You can use the Advanced Search feature to search for containers using any combination of fields and advanced criteria. The Advanced Search page contains a combination of fields where you can enter search strings and select criteria to create a search filter. You can create complex search queries and preview the results. When a search returns the desired results, you can save the criteria for later use. Until you save a search, your criteria are not saved and you can change settings and preview the results until you have achieved your goal.
Another advantage of creating saved searches is that you can select them when creating report parameters. By refining your search parameters in the Advanced Search, you can be sure that the related reports will include the data you need.
Saved searches can be used in report definitions. Long searches that are used in reports might impact system performance. This issue is especially true for shared searches that may be run by several users at once or that run in the background by reports.
To create searches that work efficiently and reduce the potential impact on performance, review the information in the Search tips topic for guidance in defining search terms. In particular, avoid slow-performing searches such as:
- Advanced searches that use the Keyword option and include double wildcards or numbers.
- Equal searches that use double wildcards.
When creating searches that you plan to share with other users, avoid including fields and data that those users are not authorized to see.
Searching with wildcards
You can search with a wildcard from any Home page as long as the wildcard character is at the end of the word. However, in address books, you can also search using wildcards in other positions.
The Search function looks at the beginning of words to find a match. This means if you add an asterisk (*) after your search term, the search is quicker than if you add an asterisk before or within your search term. Where you place the asterisk also affects which words are returned.
If you search for ball*, the search returns ballpark but not football.
Searching for multiple values
When searching for multiple values, you must separate the values with spaces or commas, which function as OR operators. You can also use the AND operator to create search terms.
If you search for password OR login, the system returns any record that includes either value.
If you search for password AND login, the system returns only records that include both values.
Searching for dates
You can search for dates only by using advance search. When you search for dates, the date that you enter (for your selected time zone) is transformed into UTC format and saved. When a user in another time zone opens the same Advanced Search they see the same date value but interpreted for their time zone.
If you create a ticket at 1:00 p.m. in Kiev (Eastern European Summer Time or UTC/GMT +3 hours), and the next agent to work on the ticket is in Pune (India Standard Time or UTC/GMT +5:30 hours), that agent will see the value in the Created On the field as 3:30 p.m. IST.
Searching for contacts
When you search from the Address Book Home page, an additional operation Equals is available. If you use the default operator Contains to search, any contact record that includes the search string in any field is returned. If you use the Equals operator, only exact matches are returned. Wildcard characters are taken into account but partial matches are not returned. You must enter the exact value that is in the system.
To search with wildcards for all contacts that include a certain value, insert asterisks to represent the unknown values. You can use an asterisk before, after, or within a search string.
If you search for ir* using the Equals option, the system returns any record that includes 'ira' and 'irina'.
If you search for "ir*"' (including the double quotes) using the Equals option, the system returns any record that includes "ir*" (with the double quotes).
Searching for contacts with included spaces
To search for a term that includes spaces, place double quotes around the entire string.
When you search for terms that include numbers within an alphabetical search string, use the Contains option to find the term within other strings (the term and its forms) and the Equals option to find only exact matches for the term (not strings with an additional character before or after the term).
Double quotes and wildcard characters
Because all characters enclosed by double quotes are treated as literals when you use the Equals option, if your search term includes an asterisk, the system treats the asterisk as an alphanumeric character and tries to match it. No variations of your search term are returned.
If you search for Jan* using the Contains option, the wildcard character (asterisk) is processed as a wildcard character and only exact matches are returned. See the following table for specific examples.
|Jan Greg||J*n Sm!th|
|Jane Bailey||John Dicen|
If you search for J*n using the Equals option, the returned record list is slightly different. See the following table for specific examples.
|John Dicen||Jane Bailey|
|Jan Greg||J*n Sm!th|
Searching for ticket numbers
When you search for ticket numbers, select the ID operator and type only the number in the Search text field, or you can include the prefix and a dash before the ticket number.
If you search for 12345, the system returns all records that include those numbers. It returns only records with this particular number and any prefix. Records with ticket numbers that have more characters (or less) are not returned. For example, PR-1234567 will not be returned.
If you search for INC-12345, the system returns only records that include that particular number and may return only one record. Records that do not exactly match the search term are not returned.
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