LP1: Global Search

Introduction:

Global Search can be accessed from any page in e-flow and will search all content including Activities, Users (Contacts), and Assets.

This powerful search will even search within the Activity fields and Asset metadata (information about the asset).

Why have we updated the global search In e flow?

The objective of an update to the new Global Search in e-flow is the ability to include Search Facets. Search Facets are customizable additional configurable search filters, for example, Brands, pack size, weight, etc, data that is captured in the activity workflow.

What are the benefits of the new global search?

The benefits to the end-user are:

• Improved performance.
• Users linked to multiple domains can now refine the search by Organisation.
• Search facets will allow improved search capabilities.
• A stepping stone to allow us to develop and improve the search capabilities.
• See the roadmap of improvements.

Content Types:

In the search results, the content types are grouped by Activities, Assets, Contacts Products and Tasks. Once results are shown you will be then be given the 5 content types to filter by at the left-hand side of the page.

Filtering search results: Activities

Click the Activities tab within the search results to refine the list by Activities only.

When the Activities content type has been selected, the 'Status' and 'Priority' facets are displayed allowing you to further refine the results using the checkboxes available.

You are also able to filter by 'Organisation' If you are a member of multiple domains.

Filtering search results: Assets

Click the Assets tab within the search results to refine the list by Assets only.

When the Assets content type has been selected, the 'Verdict' 'Other' and 'Expired Date' facets are displayed allowing you to further refine the results using the checkboxes available.

You are also able to filter by 'Organisation' If you are a member of multiple domains.

Filtering search results: Tasks

Click the Tasks tab within the search results to refine the list by Tasks only.

When the Tasks content type has been selected, the 'Status' and 'Priority' facets are displayed allowing you to further refine the results using the checkboxes available.

You are also able to filter by 'Organisation' If you are a member of multiple domains.

Filtering search results: Products

Click the Products tab within the search results to refine the list by Products only.

You are also able to filter by 'Organisation' If you are a member of multiple domains.

Filtering search results: Contacts

Type a name in the Global Search box to get quick access to a user profile.

When the search results are displayed, click the Contacts content type (tab) to show contacts only.

You are also able to filter by 'Organisation' If you are a member of multiple domains.

Search result types & statuses:

	Activity - Running		Asset - Approval in progress
	Activity - Completed		Asset - Approved
	Activity - Pending		Asset - Not Reviewed
	Activity - Cancelled		Asset - Not Approved
	Product - Running		Task - Running
	Product - Completed		Task - Completed
	Product - Pending		Task - Pending
	Product - Cancelled		Task - Cancelled

Using Global Search Syntax:

The global search has been updated which now features a 'i' this gives examples of different search syntax to maximize your searches in Sunrise. When you click on the 'i' a popup dialog will display with all the syntax, the information box will remain open until the user clicks to close it or refreshes the page. 

Click here to see the 'Search Syntax' guide.