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Identity Manager 8.0 - Web Portal User Guide

Getting Started Request Attestations Compliance Ownerships
My Responsibilities Delegation Ownerships Auditing Governance Administration
Related Applications Calls Settings... Discovering your Statistics on the Start Page

Advanced Search

Advanced searching is context-dependent like the simple search but offer various other additional search settings. You can often find it as a link next to the simple search. An example of where you could use advanced searching is in the Request History view.

To execute an advanced search

  1. Click the link Advanced search above the list in the view.

    The following table lists the possible search settings.

  2. Click Search or press Enter to run the search.
Table 13: Setting options for advanced search

Category

Setting

Description

Occurs

Display requests

Requests submitted by you for yourself / Requests submitted by the selected employee for himself

If the option is set.

  • Request History
  • Auditing - <selected employee> - view Request

Requests submitted by you for others / Requests submitted by the selected employee for others

If the option is set.

Requests submitted by others for you / Requests submitted by others for the selected employee

If the option is set.

Requests submitted by other users Submitted requests in the selected employee's organization

If the option is set.

Filter by request number

Text box for number to search for.

Searches for number entered.

  • Request History
  • Approval History
  • Auditing - <selected employee> - view Request
  • Auditing - Requests
  • Auditing - <selected employee> -
    View Approval - view Approvals
  • Auditing - Approvals

Request state

Pending

Searches for all pending requests.

  • Request History
  • Approval History
  • Auditing - <selected employee> - view Request
  • Auditing - Requests
  • Auditing - <selected employee> -
    View Approval - view Approvals
  • Auditing - Approvals

Approved

Searches for all approved requests.

Canceled or denied or dismissed

Searches for canceled or denied or dismissed requests.

Delegations

Valid from

Specifies the start of the time period.

  • Delegation history

 

Valid until

Specifies the end of the time period.

 

Delegator

Selection of delegator.

 

Delegation recipient

Selection of the delegation recipient.

 

Show never assigned delegations

If the option is set.

Sorting

A sort function is available to you for all tables.

To sort a table

  1. Click in the column header you want to sort.

    You will see an icon to the right of the column name.

  2. Click again in column header to sort in ascending or descending alphabetical order.

    This sorts the column as required.

  3. Click again in the column header to sort in the opposite order.

    This resorts the column.

To sort a table by several columns

You can select any column to sort by multiple columns. You can add another column by holding the CTRL key and clicking with the mouse.

NOTE: The last column selected has the highest priority in the sort order. If you want to sort in a particular order, select this column last. All the columns selected before are included in the sort order.
Table 14: Multiple column Sorting

Handling

Description

Select the first column.

Click in the column header.

Select more columns.

Click in the header whilst holding down the CTRL key.

Sort in the opposite order.

Click again in the header whilst holding down the CTRL key.

Cancel the sort order/Resort

Click in the header of any column to apply a new sort order.

Bookmarks

You sometimes have the option to set bookmarks in views in the Web Portal. Bookmarks are displayed on the home page and in the Web Portal header. Bookmarks can be deleted again where they were set or on the start page. Bookmarks have the advantage that you can use them to navigate straight to a particular part in the Web Portal when you log in again.

Detailed information about this topic

Setting Bookmarks

To set a bookmark

  • Select an entry from the menu My Responsibilities in the System Entitlements view, for example, and create a bookmark by clicking .

    The link Bookmark this page changes to Remove bookmark. The bookmark is displayed on the start page and in the header.

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