From ICIHelp7.17
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= Searching Agreements and Requests = | = Searching Agreements and Requests = | ||
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| − | + | You can search for agreements and requests using [[Using_Advanced_Search|Advanced search]] or from their respective pages ([[Agreements_Page|Agreements Page]], [[Requests_Page|Requests Page]]). You may want to search agreements and requests for several reasons, such as: | |
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| − | The process for searching any entity (agreements, contract types, requests, clauses, and so on) is identical. We will use Agreements as an example to understand the process on this help page. You can find a specific agreement you are looking for from the [[Agreements_Page| | + | *View its details |
| + | *See its status | ||
| + | *Copy an existing agreement | ||
| + | *Make changes to it | ||
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| + | The process for searching any entity (agreements, contract types, requests, clauses, and so on) is identical. We will use Agreements as an example to understand the process on this help page. You can find a specific agreement you are looking for from the [[Agreements_Page|Agreements Page]] using one of these three methods: | ||
*Category Search | *Category Search | ||
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#'''Click''' the ''Agreement Management'' tile on [[My_Dashboard|My Dashboard]]. The [[Agreements_Page|Agreements Page]] opens which displays all the existing agreements. | #'''Click''' the ''Agreement Management'' tile on [[My_Dashboard|My Dashboard]]. The [[Agreements_Page|Agreements Page]] opens which displays all the existing agreements. | ||
##'''Click''' one of the searches defined as favorite, just below the feature tiles. Refer to [[Using_Advanced_Search|Using Advanced Search]] for details on adding searches as favorites. The agreements that match the criteria in your favorite search are displayed. | ##'''Click''' one of the searches defined as favorite, just below the feature tiles. Refer to [[Using_Advanced_Search|Using Advanced Search]] for details on adding searches as favorites. The agreements that match the criteria in your favorite search are displayed. | ||
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| + | === Facet Searches === | ||
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| + | You can search Agreements within a specified date range using the Calendar picker in the search facets. This greatly enhances the usability of ICM for the business users. | ||
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| + | To do this: | ||
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| + | #'''Select '''a date filter (such as ''Created Date, Expiration Date, Effective Date)'' from the facet search drop-down in the ''Categories'' section of the ''Agreement Management'' page. | ||
| + | #Enter the ''specific date range'' ''and advanced date range'': <ol style="list-style-type:lower-alpha;"> | ||
| + | <li>'''Select''' the ''Specific Date Range'' to select the date in the ''yyyy-mm-dd'' format using the''Calendar ''icon.</li> | ||
| + | <li>'''Select''' the ''Advanced Date Range'' and add the custom range with the following syntax indicating the duration (integer and unit)</li> | ||
| + | <li>Specify the relative time as follows:</li> | ||
| + | </ol> </ol> | ||
| + | <ul style="margin-left: 80px;"> | ||
| + | <li>''now: ''to indicate the current time.</li> | ||
| + | <li>''now ''plus (+) or minus (-): to begin your string and indicate the offset of the duration of time.</li> | ||
| + | <li>''a number and a unit'': where, the number is implied on specifying time duration. For example, ''d'' is same as ''1d ''and ''M'' is the same as ''1M.''</li> | ||
| + | <li>Supported time units: <ul style="list-style-type:circle;"> | ||
| + | <li>y: year, w: week of week year, d: day of the month, M: month of the year. For example: now-1y, now+2w, now-5d, now+2M.</li> | ||
| + | <li>h: number of hours (0~23), m: minute of the hour, s: second of the minute. For example: now-2h, now-30m, now+55s.</li> | ||
| + | </ul> </li> | ||
| + | </ul> | ||
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| + | '''Note: '''An elaborate Help text on the user interface is available to explain how to specify the date range. | ||
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Revision as of 11:31, 23 April 2018
Contents
Searching Agreements and Requests
You can search for agreements and requests using Advanced search or from their respective pages (Agreements Page, Requests Page). You may want to search agreements and requests for several reasons, such as:
- View its details
- See its status
- Copy an existing agreement
- Make changes to it
The process for searching any entity (agreements, contract types, requests, clauses, and so on) is identical. We will use Agreements as an example to understand the process on this help page. You can find a specific agreement you are looking for from the Agreements Page using one of these three methods:
- Category Search
- Saved Searches
- Searches pinned as Favorites
Category Search
Follow these steps to search for requests using the Category drop-down list:
- Click the Agreement Management tile on My Dashboard. The Agreements Page opens, which displays all the existing agreements.
- Use the Categories drop-down list to filter the agreements and find the exact match that you are looking for. For example, search by status, created by or the status changed, date, among many other options. All options that match the selected category are displayed.
- Select the desired criteria by marking the boxes next to that option. Agreements that match these specified criteria are displayed.
- Filter your search further by typing specific keywords in the Custom Keyword field and then click Apply. You can use Boolean operators such as AND/OR or search by wildcards to filter the results. For example:
- APP* - displays agreements only in the APPROVED and WAITING FOR APPROVAL states
- ?PP* - displays agreements only in the APPROVED and WAITING FOR APPROVAL states
- APP* OR DRA* - displays agreements only in the APPROVED, WAITING FOR APPROVAL and DRAFT states
- You can also type free text in the Refine Search Here... search box. A list of relevant agreements is displayed.
Saved Searches
Follow these steps to use your saved searches:
- Click the Agreement Management tile on My Dashboard. The Agreements Page opens, which displays all the existing agreements.
- Click the Saved Searches drop down and select the desired saved search. Refer to Using Advanced Search for details on saving a search. The agreements that match your search criteria are displayed.
Refer to Saved Searches for details on saving a search.
Searches pinned as Favorites
Follow these steps to search using a favorite search:
- Click the Agreement Management tile on My Dashboard. The Agreements Page opens which displays all the existing agreements.
- Click one of the searches defined as favorite, just below the feature tiles. Refer to Using Advanced Search for details on adding searches as favorites. The agreements that match the criteria in your favorite search are displayed.
Facet Searches
You can search Agreements within a specified date range using the Calendar picker in the search facets. This greatly enhances the usability of ICM for the business users.
To do this:
- Select a date filter (such as Created Date, Expiration Date, Effective Date) from the facet search drop-down in the Categories section of the Agreement Management page.
- Enter the specific date range and advanced date range:
- now: to indicate the current time.
- now plus (+) or minus (-): to begin your string and indicate the offset of the duration of time.
- a number and a unit: where, the number is implied on specifying time duration. For example, d is same as 1d and M is the same as 1M.
- Supported time units:
- y: year, w: week of week year, d: day of the month, M: month of the year. For example: now-1y, now+2w, now-5d, now+2M.
- h: number of hours (0~23), m: minute of the hour, s: second of the minute. For example: now-2h, now-30m, now+55s.
Note: An elaborate Help text on the user interface is available to explain how to specify the date range.
