In this article, we will help you to understand how to search a workitem.

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Overview

Solr Search

Global Search

Keyword Search

List View Search

Overview

Sometimes, you may want to quickly search for a specific workitem or focus on viewing/editing workitems with some common attributes. Using the Search feature, you can find the required workitems in any project accessible to you. You can search workitems in various ways depending on the context.

Solr Search

Solr Search is a smarter, faster way to find the workitems you are looking for in the application. It is truly a Global Search, where every field of a workitem will be searched including custom fields. This search will help you in finding specific workitem across the application. You can search for a workitem based on a condition, attribute, and operand.

Prerequisites

To use the Solr Search functionality, you must first deploy the Solr Search on your system.

Search Scope

  • Only Details, Comments, Attachments, and Custom Field Segments of a workitem will be searched.
  • Deleted items will continue to show up until the Solr data is refreshed by the scheduler.
  • Rtf, Date, and Number cannot be searched.
  • Solr Search will not include non-field segments like ECR, Checklist, and Traceability in the search scope.

Features 

  • The icon to the right of every search result will indicate whether the search string is found in Field, Comment, or Attachments.
  • If there is more than one item having the same search keywords then the last modified item will be displayed first.
  • If there is more than one item having some part of the search keyword then the workitem having the maximum match is shown first.

The following table explains the different types of Solr Search that can be easily used to find the precise workitem in the application.

Search Keyword Type of Search Syntax Description

Plain Text Search

Plain Text Global search across workitem types E.g.:Timesheet Memory Leak Returns all the workitems containing any or all of the words entered in the search box.
(” “) Search compound string “Memory Leak” IE Returns all the workitems containing the complete string provided within (““) in the search box or the word IE or both.
*

Search for Unknown alphabetsphrases

P* Template

Expected Output:

Process Template

Returns all the alphabets or phrases in place of the Asterisk.
? Search for an alphabet Preference Returns the result with the missing alphabet in place of the question mark.

AND Operand Search

AND Plain Text With AND Operand Timesheet<space>AND<space>Memory<space>AND<space>Leak Returns all the workitems containing all the words provided in the search box .

Field-Based Search

(‘ ‘) Search workitem based on Item type and attribute ‘Priority:High’ ‘ItemType:Dft’ Returns all the defects, whose Priority field is set as High.
(‘ ‘) Fetch data as per the check box field ‘ItemType:Chr’ ‘CheckIfResolved:Y’ Return all Change Requests, where Check If the Resolved field is selected.

ItemType Search

ItemType Plain Text search for a specific workitem type 1. Memory Leak ‘ItemType: Dft’

2.’ItemType: Dft’ Memory Leak

Returns all the defects, where Memory or Leak word is found.

 

Workitem Type can be provided either before or after the search string.

FormName Plain Text search for a specific workitem type using eForm name. 1. Memory Leak FormName: Defect’

2.’ItemType: Defect’ Memory Leak

Returns all the defects, where Memory or Leak word is found.

 

Workitem Type can be provided either before or after the search string.

ItemType Plain Text with And operand and specific item type 1. Memory<space>AND<space>Leak ‘ItemType:Dft’

2. ‘ItemType:Dft’ Memory<space>AND<space>Leak

Returns all the Defects, where memory and leak both words are found.
ItemType Search compound string with an attribute for a specific item type ItemType:Dft’ “Memory Leak” ‘Priority:High’ Returns all high priority Defects having the word string “Memory Leak”.

Keywords Search

#SimilarProject# Fetch Data from similar projects IE9 Vulnerability ‘Priority:Medium’ ‘ItemType:Dft’ #SimilarProject# Returns all the defects, where IE9 or Vulnerability word is found in all the other projects similar to currently open project.

#SimilarProject# is a special keyword that identifies projects similar to the current project context based on pre-defined project attributes.

Note:This search occurs in the  current project’s context only.

#TracedTo# Search traced workitems ‘ItemType:Dft’#TracedTo#’ItemType:Chr’ Returns all Defect workitems that are traced to all Change Requests.
#TracedTo#

 

Search traced workitems with condition ‘Priority:High’ ‘ItemType:Dft’#TracedTo#’ItemType:Chr’

 

Returns all high-priority Defects, which are traced to all Change Requests.

Similarly, a condition can be added to the right part of the query.

AttName Search in attachment AttName:’Regression Testing’ Returns the defect having the “Regression Testing” file attached.

Note: All keywords are not case-sensitive.

Global Search

Global Search will always be accessible to all users in the top navigation bar. It allows you to do a Quick Search of workitems anytime. You can search based on:

Keyword Search

You can search workitems containing specific text globally i.e. across projects. The text can be multiple phrases separated by spaces. The phases will be searched in all projects accessible to you, all workitem is accessible to you as well as in the comments added in the accessible projects.

  1. On the top navigation bar, in the Search Items text box, type the keywords, for example, timesheet, and press ENTER.
  2. Clicking the search field shows the recent 10 searches. Also, it suggests the matching text from your last 10 searches as you enter the search text.
  3. The first 25 search results are listed right below the Search Items text box. It displays the Project Name, IItem and Id, Item Name, and the searched keyword is highlighted in green color. It also shows the count of matching items found. For example, 25 of 63 Items. Click the required workitem to go to its Detail view.
  4. If there are more than 25 matching items found, the Search Results pane displays the Show All Items link. On clicking the link, the Search Results page displays the remaining matching workitems. Click the required workitem Id to go to its Detail view.
  5. The search is based on matching text found in the following attributes of projects accessible to the user and accessible workitems in these projects:
  • Project Name
  • Workitem Id of all instances accessible to the user of all workitem tyE.g. e.g. DEF1 will show results such as DEF1, DEF2, Def3, DEF12, and so on.
  • Workitem Name
  • The description field of all workitems

List View Search

While you are in a List view, you may want to query for items containing work or a phrase in its title, description, or any other text field. It is a simple string-based search feature, which is limited to the workitems of the listed workitem type and project.

To search workitems in the List view for matching text:

  1. In the Search input box, type the word or phrase. The search is case-sensitive. It does not search the Attachments for matching text.
  2. Press ENTER.

The List displays workitems that have matching text in the field values captured in any of the Field sections. If you have applied a filter to the List view, the text is searched in the List displayed based on the filter.

The search string persists for the session. To clear the search and view all workitems, delete the text and press ENTER.

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