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The Search/Filter page is the place for finding issues and creating filters.

 

There are several places in VisionProject from where you can reach the Search/Filter page:

  • The most obvious one is 'Search' in the General section of the navigation panel to the left.
  • In the 'Searches' sub-tab of the navigation panel (bottom left) , you will see a list of current search filters. Clicking on the spyglass icon to the right of the name takes you to the search page for that filter. (Clicking on the search name instead, will take you to the search results page).
  • Additionally, clicking on the 'New Search' button in the 'Searches' sub-tab will take you to the search page as well.

 

Note: This article refers to an older version of the search page. For the new page, see "Advanced search". Much of the information here should still be relevant, though. 

 

The page has three main sections: criterias, sorting/presentation and search/filter settings. Performing a search is basically choosing criterias, sorting, settings and then pressing 'Perform Search'. The search results will then show up formatted according to the selections. From there, you can print or export the search results.

 

Search Criterias

Note: additional information is available in the new page.

All criterias used in the search has their own edit boxes (either textfields for free text, dropdown lists for choices and datechoosers for dates). These sections can be expanded or collapsed as needed, either individually, or all at once (by clicking on expand all/collapse all). Collapsed sections just show the value of the search criteria, like 'Type: Bug'.

If the criterias you are looking for isn't visible, just add it by clicking on 'Add Criteria', which shows the edit box for that criterion.  

The list of criteria available in the 'Add Criteria' is dependent on how the issue field configuration for the project is set up.

Some notes on editing search criteria:

  • You must select a project! For a new search, the default project selected is the same as the last active project tab. Be aware of this, so you don't perform a search on the wrong project. The list of available projects are those you have access to.
  • Some criterias are pure text fields - just enter the text to be searched on. The search finds matches containing the value as part or whole. Example: Searching on title with 'est' will find issues having titles with words like test, estimated, best, hardest, and so on.. The search uses an exact match, so if you want to use any of the words you specify you will need to use the % as a wildcard character, such as 'Any%Words%In%This%Order''
  • Select lists - some criterias (statuses, types, users etc) have a defined range of values, and these are shown in a dropdown list. To select a range of several options, click on the first, and shift-click on the last. To select several individual options, use Ctrl-click on the selections beyond the first. You can also invert the criterion by checking the 'Exclude' box. Selecting Type- 'Bug', and then checking the box will result in VisionProject searching for all issue types except bugs.
  • Time fields (Created, Modified, Due date, etc) are set up a little differently.
    • You will first see a dropdown list with four options 'Equal to' , 'Earlier than or equal to', 'Later than or equal to' , and 'Between' .
    • When an option is selected, you will see a 'specify date' section, except for 'Between', which creates two sections (From date and To date, respectively). The specify date section contains three options - choose one by clicking on the round radio button for that row.
      • Common times: contains quick selections for today, tomorrow, yesterday, this week, etc.
      • Specific date: either enter the date manually in the text field, or open the date picker by clicking on the icon. Note  that the format for entering dates manually is 'YYYY-MM-DD' , so the 1st september 08 is written as '2008-09-01'.
      • Relative time: by entering a value and choosing selections in the dropdown lists, you can create values like '12 hours ago', '3 weeks from now'.
  • Custom fields will show up as possible selections as well. They will have an edit box corresponding to their format (text field or select list). If your custom field does not show up, it might not be included in the issue field configuration for the project.


Sorting/Presentation

This section determines how the search results will be shown.

  • Sorting - You can sort on three levels here (primary, secondary, tertiary), just choose the right values in the dropdown lists, and whether it is to be ascending or descending.  
    • Ascending for text fields means that the values starting with 'A' is at the top, and those starting with 'Z' at the bottom. Reverse for descending. Note that some signs like ", (, {, [, *, and numbers come before 'A'. Non-latin characters, (like å, ä and ö in swedish) comes after Z. The order in which non-latin characters come after Z is dependent on the encoding.
      • generally, the Latin-1 characters come first, and then further down comes for instance, cyrillic.
    • For priority, ascending  means that the highest priority is at the top of the page.
    • For dates, ascending means that the oldest is at the top.
  • Presentation - You have four choices as to how the search results are shown.
    • Full content with inline images: Every issue is shown in its own report panel, after each other - making this result page potentially very long. All issue fields are shown, and the full description for the issue. If there are images attached to the issue, those will be shown as well in the issue box.
    • Full content: As above, but without images.
    • Full content with history included: As Full content, but includes an issue history section for each issue, where you can see changes to the issue, including comments.
    • Grid/Table view - This presents the issues in a table, similar to the Issues page. You can click on an issue to enter it to read more details. This is the most compact presentation format of the four available.  

 

Search/Filter settings

This functionality is under the "Save" button in the new page.

This section is about adding a search to the list of available filters.  This is very useful for recurring searches, as when creating reports. A search can be saved as a filter, just enter values for the fields below, and press 'Create search/filter'.

  • Search/Filter name: Give it a descriptive name - this makes it easier to know what the search does at a glance.
  • Description: Describe what the search does here - what it is used for, etc.
  • Filter Sharing: Who should have access to this filter? Three options:
    • Private - only you can see and use the filter. The default selection.
    • All - Everyone can see and use the filter.
    • Group - Choose a User Group from the list. Users in that group can see and use the filter.
  • Visibility: Check this box if you want to add the search/filter as an issue filter in the Issues page for the projects available to the users that have access to the filter.
  • Save and Delete Search/Filter buttons. What these do should be obvious..  

 

This functionality is under the "Subscription.." button in the new page (visible when the search has been saved).

Subscriptions: Subscriptions are a way to get results of a search mailed to responsible users, at certain time intervals. If you look at an existing Search/Filter, you will see the option 'Add a subscription to this search'. This opens a dialog where you can configure the subscription:

  • Start subscription at: Enter a date and time when the subscription starts
  • Repeat: How often the search should be performed and mailed to the users. NoRepeat is the default. Other options are Hourly, Daily, Weekly and Monthly (counted from the start date/time).
  • Select users for subscription: Here you can select the users to receive the mail with search results, from a list of all available users.
  • Send empty results: Check this box if you want to send a mail anyway, even if the search gives an empty result (no issues).


If there is an active subscription, you will see the time when the next search is performed, just below the header 'Subscription for this search/filter'


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