Search

The Search page searches case names, task names, variable values and documents all at once. Open it with the magnifying glass icon in the top bar. If you do not see the magnifying glass icon, the administrator has hidden search in your installation.

No.ElementPurpose
1Search fieldThe text you are looking for. It must be at least 3 characters long. The text is matched anywhere, so it does not matter whether the search term is at the beginning or in the middle.
2SearchRuns the search. The button stays inactive until the field contains 3 characters.
3In case namesCases whose name contains the search text.
4In task namesTasks whose name contains the search text.
5In variablesCase variables whose value contains the search text, for example a supplier or an invoice number.
6In documentsCurrent versions of documents whose name, uploader's name or document attribute contains the search text. File contents are not searched.
7EventRuns an event of the selected case.
8Row menuMore actions for the row, for example Detail.
9Record countHow many results the section found. Use the arrow to reload the results.
10Display settingsTable row height.
11Edit columnsChoose columns and their order.
12ExportDownloads the results to a file. Available for cases and tasks.

The result sections appear only after the first search. Each section is a separate table, which you can sort and filter like other lists in TAS.

  1. Click the magnifying glass icon in the top bar.
  2. Type at least 3 characters into the field, for example an order number or a supplier name.
  3. Click Search.
  4. Go through the results in the four sections. Click a row to open the case, task or document.

Search ignores suspended cases. Administrators also see the Search suspended cases too option next to the field.

In case names

Column / actionPurpose
Case name, Template, Case owner, Entry dateDetails of the case found.
EventThe icon in the row runs a case event.
DetailOpens the case. Clicking the row does the same.
DeleteAdministrators only. Deletes the case after confirmation.

In task names

Searches active and completed tasks of cases you have access to.

Column / actionPurpose
Task name, Case name, Case owner, Entry date, DeadlineDetails of the task found.
DetailOpens the task preview.
CaseOpens the case the task belongs to.

In variables

Finds variable values that contain the search text. This is useful when you do not remember the case name but know, for example, the supplier.

Column / actionPurpose
NameName of the variable in which the text was found.
Case ID, Case name, TemplateThe case the variable belongs to.
ValueVariable value. Dates, yes/no values and lists are shown in a readable form.
CaseOpens the case. Clicking the row does the same.

In documents

No.Column / actionPurpose
–Name, Uploaded, Uploaded by, Revision, CaseFile name, when and by whom it was uploaded, revision number and the case it belongs to. If a deputy uploaded the document, the name shows on whose behalf.
1Document previewOpens a preview in a new window. For files without a preview, the icon is inactive.
2DownloadDownloads the file to your computer.
3Row menuRevisions (opens the document detail with revisions), Case (opens the case) and Delete (if you have permission).

Related: Getting around the interface, Cases, Documents.

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