WiscIT - Creating a New Search

This document will outline how to create a new searches in WiscIT.

Searching is used primarily to locate specific business objects (Incidents, Change Requests) or generate a list of them. There are two primary methods of searching:

To create a quick search that won't be saved, select "Searching" from the top menu bar and click on "Quick search builder..." to open the Quick Search Window.

QuickSearch.PNG

Use the Search type: field to specify which object (e.g. Incident, Change Request) will be searched against. For detailed steps on how to add/manipulate search clauses, see WiscIT - Building Searches.

BuildingASearch.PNG

Additionally, a custom search can be created, saved, and re-used for convenience.

  1. Open the Search Manager following these steps: WiscIT - Accessing the Search Manager.
  2. Click the Create a new search button.

    Note: Most searches should first be created in the "user" folder. Once the search has been created and tested, it may be moved to other folders so long as permissions allow.

newsearch.png

See Also:




Keywords:searching search manager build cherwell find finding incident old quick previous past looking up lookup   Doc ID:85147
Owner:Ryan W.Group:WiscIT - Wisconsin IT Service Manager
Created:2018-08-22 16:34 CSTUpdated:2019-06-06 12:15 CST
Sites:DoIT Help Desk, DoIT Tech Store, WiscIT - Wisconsin IT Service Manager
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