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
The following table lists the possible search settings.
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. |
|
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 state |
Pending |
Searches for all pending requests. |
|
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. |
|
|
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. |
A sort function is available to you for all tables.
To sort a table
You will see an icon to the right of the column name.
This sorts the column as required.
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. |
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. |
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.
To set a bookmark
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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