Searching for records

You can use global search to find information on the different Track-It! modules quickly.

How global search functions in Track-It!

You can use keywords to search records in Track-It!. Based on your requirement, you can limit the search to specific modules.

• Asterisk (*) is the only wildcard allowed, and it can be used only at the end of a keyword or phrase (for example, server*).
• To search for an exact phrase, the phrase must be enclosed by double quotation marks (for example, "server error").
• By default, 10 search results are displayed per page.

• If you select the All of the words and phrases option and search: 

  • database server: The search results display all records that have the words database and server.
  • "database server": The search results display records that have the exact phrase database server.
  • database server "silent installation": The search results display all records that have the words database and server and the exact phrase silent installation.

  Important

  Global search might not give accurate results if stopwords are used in the search query.

• If you select the Any of the words and phrases option and search:
  • database server: The search results display all records that have either words database or server.
  • "database server": The search results display all records that have the exact phrase database server.
  • database server "silent installation": The search results display all records that have either the words database or server or the exact phrase silent installation.

Fields on which search is performed

The following table provides details about the fields on which the search is performed:

Searching in Track-It!

1. From the Track-It! header bar, click Search .

2. In the Search In dialog box, select the required modules to limit your search.
   (2023 Release 01) Depending on the view that you are currently working on, the following modules are automatically selected in the Search In dialog box:

   Open view	Module selected
   Dashboard	Ticket Assignment Solution Asset Change request Purchase Order Software license
   Help desk Grid	Ticket Assignment
   Announcement Grid	Ticket Assignment Solution Asset Change request Purchase Order Software license
   Solution Grid	Solution
   Reports	Ticket Assignment Solution Asset Change request Purchase Order Software license
   Asset Management Grid	Asset
   Configuration	Ticket Assignment Solution Asset Change request Purchase Order Software license
   Change Management Grid	Change Request
   Purchasing Grid	Purchase Order
   Software Licenses Grid	Software License
   Profile settings	Ticket Assignment Solution Asset Change request Purchase Order Software license

3. In the search box, enter keywords and click Search In .
4. On the Search tab, based on your requirement, select an appropriate search option.
5. The search results are displayed in a separate grid view for each selected module.
   1. You can sort the column values in the grid view in ascending or descending order. By default, the grid view is sorted in descending order of the values in the first column. 

   2. You can filter the data in each column in the grid view.

      • All the columns, except the Date or Time columns and boolean columns have the Contains text box. Enter the required field value in the text box to filter the column data.
        To filter the data in columns having numeric field values, you must enter the exact value in the Contains text box. 

      • The date and time fields have the following filters:

        • Before (selected date)

        • After (selected date)

        • On (selected date)

      • The boolean fields have the following filters: 

        • Yes

        • No

6. Use the toggle key to switch from grid view to list view. In the list view, the search results for each module are displayed in a separate list.
7. (Optional) Click a record from the search results to open it in a new tab.