ApplikationAdmin SearchInAttributes

Attribute Search

The Attribute search view is used for finding specific objects, persons, nodes or organization groups based on the set attribute values. This requires that there are attributes defined to start with of course. The attribute search is a very powerful search engine that enables you to do all types of simple and cross searches between attribute values. You may also search for objects missing an attribute value for example.

You may then carry out a number of activities to your search result e.g. add to bag, book service, generate report etc. Any commonly used search criteria that you may perform can be stored as a Saved search for easy access next time.

How to - Show Attribute Search

1. Click Search
2. Select Search in attributes in the menu at the top of the page

How to - Search for Objects, Persons, Nodes or Organization Groups by Attributes

1. Check the appropriate category in the menu, i.e. Objects, Persons, Node or Organization group
2. Check the appropriate subcategories in the menu (or keep all checked if you want to search all)
3. Enter a text to filter on in the search field

   • Only if the name contains the defined text, the object/person/node/organization group will show in the search results

4. Add search parameters for the search
   1. Click add to add a new row
   2. Select an attribute to search in (select the option Any attribute if you want to search all attributes)
   3. Select a condition (see the table below)
   4. Enter a search value (the text or number you want to search for)
   5. Click save on the row to save your condition
   6. If needed, repeat steps 1 to 5 above to add more conditions
5. Click search

   • Click cancel if you like to cancel your search

   Note: To cancel a search is only possible in the first part of the search process and the cancel button will be grayed out when the possibility has past

6. Search result

   • The found objects are shown in a table below the search. In the hits column, the details of the matching attributes and values are shown.
   • Search result for category persons also show panel Persons all objects where you can see and perform actions on objects currently owned by found persons.
   • If many objects match, a number of pages is shown as numerals below the table (e.g.: 1 2 3 4...). Click a number to go to the corresponding page.
   • You can also use the toolbar to search and filter the results further.

Condition	Matches
Not equal to	All fields that are different than the search value
Equal to	All fields that are identical with the search value
Starts with	All fields that start with the search value
Contains	All objects where the search value occurs in any of the selected attributes
Is missing	All objects where the selected attributes are empty

How to - Save Search

When you have made the settings for a search, you can save the search to be used again later. Only the settings are saved, not the result from the search.

1. Click save in the upper right corner
2. Enter a name for the search in the save search field
3. Click save

   • The search will now be shown in the list of saved searches

How to - Use a Saved Search

1. Select a saved search from the saved searches menu
2. Click search

   • The search result is presented in a table

How to - Delete a Saved Search

1. Click save in the upper right corner
2. Select the search in the list
3. Click remove

   • The search is now deleted from the list of saved searches

How to - Handle a Default Saved Search

When you set a saved search as default the settings are saved, not the entered text in search field.

1. Click save in the upper right corner
2. Select the search in the list
3. Click Default: Enable to set a saved search as default
4. Click Default: Disable to remove a saved search as default

How to - Connect to Bag

This function makes it possible to automatically update bags based on your saved search.

1. Click Search
2. Click save in the upper right corner
3. Select your saved search in the saved searches drop-down list
4. Check the box connect to bag
   • Select new
   • Select bag type bag of objects, bag of persons or bag of billing groups
   • Enter a name for the new bag

     - or -

   • Select your bag in the drop-down list
5. Click save
   • The bag is automatically updated every night based on the saved search

Auto creation, updates and deletes of bags based on a person manager connection can be managed by the AD/HR integration.