Therefore Strategic Technology Services

Sunday, 26 May 2013

The Therefore BPM Suite's Smart Search Keywords


The Therefore BPM Suite's "Smart Search" functionality enables you to perform a complex search for tasks and queries on the basis of a host of variables, referred to as "Keywords".

The Smart Search Keywords are detailed below.

for

The "for" Keyword allows you to search on the basis of the task or query's "Company name".

Should you, for example wish your search to return all tasks and queries that are associated with the Company "ABC Services", you would capture the following search line to the Smart Search box:

for ABC Services

Please note that you are able to part-search on a Company name without the use of wildcards. For example, you could capture the following search line to the Smart Search box:

for ABC

class

The "class" Keyword allows you to search on the basis of the task or query's "Classification".

Should you, for example wish your search to return all tasks and queries that are associated with the Classification "Credit Control: Pricing: Incorrect Price Loaded", you would capture the following search lines to the Smart Search box:

class credit control
class pricing
class incorrect price loaded

Please note that you are able to part-search on a Classification without the use of wildcards. For example, you could capture the following search line to the Smart Search box:

class credit
class pric
class incorrect

As can be seen above, the Smart Search mechanism will allow you to use the "class" keyword more than once within a Smart Search. To continue the above example, should you wish to search for all tasks and queries that carry "Credit Control" as a component of their classification, you could capture the following search line to the Smart Search box:

class credit control

with

The "with" Keyword allows you to search on the basis of the task or query's owner (the person with whom the task or query is currently sitting).

Should you, for example, wish your search to return all tasks or queries that are currently allocated to "Joe Soap", you would capture the following search line to the Smart Search box:

with Joe Soap

Please note that you are able to part-search on a User Name without the use of wildcards. For example, you could capture the following search line to the Smart Search box:

with Soap

from

The "from" Keyword allows you to search on the basis of the date on which a task or query was originally logged.

Should you, for example wish your search to return all tasks and queries that were logged subsequent to the 4th of December 2007, you would capture the following search line to the Smart Search box:

from 2007/12/05

Please note that the date is to be captured in one of the following formats:

CCYY/MM/DD ... or ... DD/MM/CCYY

Please ensure that you use forward slashes (/) when capturing your dates.

to

The "to" Keyword allows you to search on the basis of the date on which a task or query was originally logged.

Should you, for example wish your search to return all tasks and queries that were logged prior to the 4th of December 2007, you would capture the following search line to the Smart Search box:

to 2007/12/03

Please note that the date is to be captured in one of the following formats:

CCYY/MM/DD ... or ... DD/MM/CCYY

Please ensure that you use forward slashes (/) when capturing your dates.

closed

The "closed" Keyword allows your search to return only tasks or queries that are closed.

Should you wish your search to return all tasks and queries that are closed, you would capture the following search line to the Smart Search box:

closed

open

The "open" Keyword allows your search to return only tasks or queries that are open.

Should you wish your search to return all tasks and queries that are open, you would capture the following search line to the Smart Search box:

open

green

The "green" Keyword allows your search to return only tasks or queries that carry a "green" error status.

Should you wish your search to return all tasks and queries that are in "green" error status, you would capture the following search line to the Smart Search box:

green

yellow

The "yellow" Keyword allows your search to return only tasks or queries that carry a "yellow" error status.

Should you wish your search to return all tasks and queries that are in "yellow" error status, you would capture the following search line to the Smart Search box:

yellow

account

The "account" Keyword allows your search to return only tasks or queries that were created on behalf of the account that was captured under the Client Details section of the task or query.

Should you, for example, wish your search to return all tasks or queries that were created on behalf of account 50001452, you would capture the following search line to the Smart Search box:

account 50001452

Please note that you are able to part-search on an account number without the use of wildcards. For example, you could capture the following search line to the Smart Search box:

account 1452

company

The "company" Keyword allows your search to return only tasks or queries that were created on behalf of the company that was captured under the Client Details section of the task or query.

Should you, for example, wish your search to return all tasks or queries that were created on behalf of Acme Sales, you would capture the following search line to the Smart Search box:

company acme sales

Please note that you are able to part-search on a company name without the use of wildcards. For example, you could capture the following search line to the Smart Search box:

company acme

branch

The "branch" Keyword allows your search to return only tasks or queries that were created on behalf of the branch that was captured under the Client Details section of the task or query.

Should you, for example, wish your search to return all tasks or queries that were created on behalf of the Summer Villa branch of a customer company, you would capture the following search line to the Smart Search box:

branch summer villa

Please note that you are able to part-search on a branch name without the use of wildcards. For example, you could capture the following search line to the Smart Search box:

branch summer

name

The "name" Keyword allows your search to return only tasks or queries that were created on behalf of the person whose name was captured under the Client Details section of the task or query.

Should you, for example, wish your search to return all tasks or queries that were created on behalf of Steven Brown, you would capture the following search line to the Smart Search box:

name steven brown

Please note that you are able to part-search on a person's name without the use of wildcards. For example, you could capture the following search line to the Smart Search box:

name brown

tel

The "tel" Keyword allows your search to return only tasks or queries that were created on behalf of a person whose telephone number was captured under the Client Details section of the task or query.

Should you, for example, wish your search to return all tasks or queries that were created on behalf of a person whose telephone number was captured as being 27115551234, you would capture the following search line to the Smart Search box:

tel 27115551234

Please note that you are able to part-search on a person's telephone number without the use of wildcards. For example, you could capture the following search line to the Smart Search box:

tel 1234

fax

The "fax" Keyword allows your search to return only tasks or queries that were created on behalf of a person whose fax number was captured under the Client Details section of the task or query.

Should you, for example, wish your search to return all tasks or queries that were created on behalf of a person whose fax number was captured as being 27115551235, you would capture the following search line to the Smart Search box:

fax 27115551235

Please note that you are able to part-search on a person's fax number without the use of wildcards. For example, you could capture the following search line to the Smart Search box:

fax 1235

mobile

The "mobile" Keyword allows your search to return only tasks or queries that were created on behalf of a person whose mobile number was captured under the Client Details section of the task or query.

Should you, for example, wish your search to return all tasks or queries that were created on behalf of a person whose mobile number was captured as being 27825551234, you would capture the following search line to the Smart Search box:

mobile 27825551234

Please note that you are able to part-search on a person's mobile number without the use of wildcards. For example, you could capture the following search line to the Smart Search box:

mobile 1234

email

The "email" Keyword allows your search to return only tasks or queries that were created on behalf of a person whose email address was captured under the Client Details section of the task or query.

Should you, for example, wish your search to return all tasks or queries that were created on behalf of a person whose email address was captured as being someone@myco.com, you would capture the following search line to the Smart Search box:

email someone@myco.com

Please note that you are able to part-search on a person's email address without the use of wildcards. For example, you could capture the following search line to the Smart Search box:

email someone

doc

The "doc" Keyword allows your search to return only tasks or queries that were created with a specific reference document number (or part thereof) captured under the Document Details section of a task or query.

Should you, for example, wish your search to return all tasks or queries that are associated with invoice number 22054879, you would capture the following search line to the Smart Search box:

doc 22054879

Please note that you are able to part-search on a document number without the use of wildcards. For example, you could capture the following search line to the Smart Search box:

doc 2205

short

The "short" Keyword allows your search to return only tasks or queries that contain the short search phrase in their most recent Short Description.

Should you, for example, wish your search to return all tasks or queries that carried the phrase "Goods Water Damaged" in their Short Description, you would capture the following search line to the Smart Search box:

short goods water damaged

Should you, for example, know that the task or query that you wish to access contains the words "Goods", "Water" and "Damaged" in its Short Description, but you are not certain of the sequence in which the words were used, you could capture the following search lines to the Smart Search box:

short water
short goods
short damaged

long

The "long" Keyword allows your search to return only tasks or queries that contain the short search phrase in their most recent Long Description / Details box.

Should you, for example, wish your search to return all tasks or queries that carried the phrase "Goods Water Damaged" in their Long Description / Details box, you would capture the following search line to the Smart Search box:

long goods water damaged

Should you, for example, know that the task or query that you wish to access contains the words "Goods", "Water" and "Damaged" in its Long Description / Details box, but you are not certain of the sequence in which the words were used, you could capture the following search lines to the Smart Search box:

long water
long goods
long damaged

typeid

The "typeid" Keyword allows your search to return only tasks or queries that were created using a particular Task Type. Should you, for example, wish your search to return all tasks or queries that were created using Task Type number 7, you would capture the following search line to the Smart Search box:

typeid 7

task

The "task" Keyword allows your search to return only tasks.

Should you wish your search to return only tasks, you would capture the following search line to the Smart Search box:

task

query

The "query" Keyword allows your search to return only queries.

Should you wish your search to return only queries, you would capture the following search line to the Smart Search box:

query

starter

The "starter" Keyword allows you to search for tasks or queries that were started / created by a specified User.

Should you, for example, wish your search to return all tasks or queries that were started / created by "Joe Soap", you would capture the following search line to the Smart Search box:

starter Joe Soap

Please note that you are able to part-search on a User Name without the use of wildcards. For example, you could capture the following search line to the Smart Search box:

starter Soap