Manage Case and Search
The case management feature provides a simplified user interface to manage cases easily created to track your activities. You can perform a case search using a basic search or advanced search. This page will show you how to search for issues in Case Management. Any user can search for issues, although they will only see issue results from projects where they can view issues.
The search in case management can be done in two ways:
- Basic search: Provides a user-friendly interface that allows you to search cases without using a query language (advanced searching).
- Advanced search: Allows you to search cases using a complex SQL query. This search is more powerful than the basic search.
What You'll Learn
- How to run a search and use the search results.
Search Criteria
The first step in the case search is to define the criteria of your new search. You can define your search criteria using the basic or advanced search.
| Search Criteria | Description |
|---|---|
| Basic Search | Basic search provides a user-friendly interface that is easier to use than advanced search without any complex SQL queries. |
| Advanced Search | Advanced search is the most powerful search that helps you build structured queries using SQL. |
Modify your Search Results Display
After you have run the search criteria, your results will be displayed on the Cases list page. The page allows you to modify the search results. For example, you may want to bring high priority issues to the top or hide certain fields.
- To change the sort order, click on the Column name.
- To show/hide columns, click Columns and choose the desired columns.
Working with Search Results
The search results are displayed as per your search criteria. Now, you can work with the actual cases in the search results. The Cases list page allows you to take action on the individual case or the entire set of cases returned by your search.
For an individual or all cases:
- Click on the case ID or Title to view the case.
- Click on the checkbox next to a case to select a single case or on the checkbox next to ID to select All cases; this provides options to Delete or Download as CSV.
Saved Searches
Saved searches can be created for a specific list of cases and you can even use SQL statements to accommodate more complex criteria or display more dynamic results. When you have a huge list of cases that you want to organize and save as one name, it will be easy to look for a saved search at any point in time. This functionality is available for basic and advanced searches.
To save a search:
- Click Save to save a search.
- Enter the name of the search and click Submit. The search will be saved under Saved Searches.
- Click Saved Searches to find the saved search.
Case Search: Filters and Saved Searches can be a Shareable Link
When you use basic or advanced filters, the URL changes to reflect the filters and this can be shared with others. You can save the shareable link as a bookmark for future reference.
Download as CSV
The Cases list page allows you to download the list of cases found in a search. This functionality is available for basic and advanced searches.
- To download the case results, click Download as CSV on the gray action bar.
Columns
Columns allow you to select the required case columns that you want to display on the Cases list page.
To select the case columns:
- Click Columns on the top-right of the page. All standard and custom columns are listed.
- Use the checkbox to select and deselect the columns.
- After selecting the columns to display, you can reorder columns by pressing your cursor over a column header and dragging the column to the new location. The changes will persist if you log out and log in again.
- To return to the original column arrangement, click Columns > Reset.
What's Next
Updated about 1 year ago