18.4.3. Searching and Filtering Issues

18.4.3.1. Simple Search

This feature allows you to search for issues by typing in a keyword and selecting a field, such as Description. For example, you could search the Description field for the word slow and all issues with this criterion would show up in the list. This is helpful for finding issues that may be related to a certain project, time period, user, etc. without having to manually read through the entire issue list.

  1. Click on Issues to view Binders.

  2. Click on a binder name to view the Issue List.

  3. To search issues, type the applicable words into the Search for text box and select a field from the Any Field drop down list.

  4. Click Go. The search results will be displayed.

[Note] Note

The search result can be cancelled by clicking on the Cancel button

18.4.3.2. Filters

Users can create filters to better customize their searches. Filters allow the user to specify many criteria and save them for future use. You can also remove filters if you no longer need them.

  1. To create a filter, click New Filter.

  2. Basic Filtering Options and Advanced Filtering Options are shown. Select the basic filtering options from the various drop-down lists. Some lists allow you to select more than one item from the drop-down lists by holding the Ctrl key.

  3. If you have specified all the information you want to enter, click Search. However, if you want to continue specifying search criterion, go to Step 4.

  4. Select the Advanced Filtering Options you wish to use. If you want to search for a word or phrase, select the field you wish to search from the Search Text In dropdown list. Type the applicable search word(s) in the for String textbox, then click the Searchbutton. If you wish to save the filter, type a name in the Filter Name textbox and click Save, then click Search.

  5. Your new filter will be saved for future use and the results will be displayed.

See Also:

Creating and Editing Issues

Tracking Time

Reports

Import and Export