Search

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Introduction

Lists of objects can be compiled and displayed using user-defined criteria. Use the search function to search for any kind of document, person, appointment etc. The search result is displayed in a table. You can open the found objects directly in their corresponding Areas of work and see their properties. Recurring searches can be saved as reports.

Start a search by clicking on the button in the menu bar. This action is possible inside of as well as outside of projects. You can also reach the search using the highlighted button. The quick search is available in the top right corner where you can search objects just entering keywords.

First, choose which kind of object you would like to search for. You can do so in the box at the top of the dialog.

Now specify the search criteria. Specifying several criteria will refine your search.

Specifying search criteria

In your search, you can work with wildcards. They work in all of the text fields. Wildcards replace any number of characters. You can also use several wildcards within the same search to replace search parameters. Wildcards can be used in front of or after a word stem as well.

The following wildcards are available:

* Replaces any number of characters.

Example:
Searching for Smi* in the name field will yield all names beginning with Smi. For example Smith, Smithson or Smithsonian.

Using the wildcard * without any further characters, the search result will comprise all results for that field.
? Replaces exactly one character.

Example:
Searching for M?yer will yield the names Mayer, Meyer etc.


The result contains all rooms whose name contains the string "ffi" and number whose begins with "0":

The search result can be exported as an excel or pdf report as usual. See chapter File output for more details.

Adjusting results presentation

Clicking on the button in the action bar opens a dialog in which you can adjust the presentation of the search results.

The list on the right side of the dialog contains the attributes which are to be displayed. The list on the left contains the attributes which will not be displayed. Choose the attributes you wish to display by selecting/deselecting attributes using the arrows add and remove. If you wish to change the order of the displayed attributes, select an attribute on the right and move it up or down using the arrows on the far right.

Click on Standard View to select the standard attributes.

Click on Apply to display the selected attributes in the search result.

Close the window to exit the dialog without saving the changes.

Output of results as a file

The results of a search can be output as a PDF file or a file in Excel format.

If you wish to save your report as a PDF file, click on the button .

Enter a title and a comment for the document. Choose the page size, the orientation (landscape) and whether or not the search criteria should be included.

If you wish to save your report as file in Excel format, click on the button .

Enter a title and a comment for the document. Choose a template file (if available) and whether or not the column headers should be displayed in the table. If all objects in the search result are part of the same project, you can also display the project name and project number. For some values, a sum can be calculated below the corresponding column. Select the check box in the row of these values if you wish to include their sum.

The button Settings opens a dialog for configuring the output format of the PDF or Excel report. The dialog shows a preview of the columns. You can change the column widths as well as the column headers. Save your changes by clicking on OK.

The button Preview generates and displays a preview of the report.

The button Save is available if an already existing report configuration was loaded and is being modified. Click here to save your modifications to column width, headers etc.

Click on Create to create the document. Depending on the configuration of your browser, your report is either displayed or is available for download. If a document has been created, it can be opened or saved in the local file system using the button .

The search results of a search for appointments and tasks can be saved as a zipped iCalendar file (.ics) using the button   which can be imported into Microsoft Outlook.