Advanced search in CSP

In addition to the basic searching and filtering of tickets in the Customer Portal, it is also possible to better adjust the search results.

Here you can find instructions of the basic search: https://opuscapita.atlassian.net/wiki/spaces/HTUCSP

Here is the advanced search instruction below
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Advanced requests view

1. You can filter requests by different criteria.

Criteria

Service Desk:
- Customer Services - there are all tickets available for a specific user
- Service Status Portal - it includes all announced maintenance work
Request type
Created (date or time range)
Updated (date or time range)
Resolved (date or time range)
Request status
Created by

2. There is a possibility to choose which columns you want to display.

Moreover

You can change the order of these criteria by dragging and dropping the columns.

LC body column displays the last comment in a certain ticket.

3. If you want, you can customize criteria by selecting the appropriate options.

Criteria customizing

4. In order to search, just enter the appropriate phrase in the search window.

Search by:

key (ticket number)
summary (ticket title)
description

5. There is an option to save filter results.

Saving filters

Then that filter will be visible on the left. Of course, filters are editable: you can edit their names, copy them, delete them or even save as default.

6. The left panel shows the default filters and all the ones you saved.

Tip

You can hide the panel by the arrow.

7. The export of results is allowed up to a maximum of 1000 records.

Exporting filter results

Just remember to choose the correct delimiter to export your results properly.

The exported file contains columns and field values which were visible on the requests screen.

8. It is also possible to select the number of results to be displayed in the result list.