Search for requests by request type-specific fields

You can use advanced search or query builder to search for requests based on request type-specific fields.

Use advanced search

Search for requests based on one or more request type-specific fields.

To perform an advanced search:

  1. Log on to PPM.

  2. From the menu, click Search > Requests.

  3. In the Search for Requests to View section, the Request Type field, select one or more request types to include in the search.

    The Advanced button is now enabled.

    Note: Only the request types to which you have the Search access right are displayed for selection. If the SEARCH_ALL_REQUEST_TYPE server parameter is set to true, all the request types are displayed for selection, including those to which you have no access. However, you are not able to view the requests to which you have no access.

  4. Click Advanced.

    The Search page displays the fields for the selected request type. If you select more than one request type, this page displays only those fields common to all the specified request types.

  5. Provide values in any of the request type fields.

  6. To save your search preferences, in the Save this search as field, provide a name for the search and click Save. For details, see Save searches.

  7. Click Search.

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Use query builder

You can use the query builder to create custom search queries for request type-specific fields. For example, you can search for all Enhancement requests with a Description that contains the string "Release Notes" and that have a Priority marked Critical.

To define a query by using the query builder:

  1. Prerequisite: To use the query builder to create search queries, you must have the Demand Mgmt: Access Request Query Builder access grant.

  2. From the menu, select Open > Demand Management > Search Requests.

  3. Provide a value for the Request Type field. You can also use the auto-complete list button to the right of the field to select a request type from the list. The Query Builder button is now enabled.

    Tip: In order for the Query Builder button to be available, you must provide a single value in the Request Type field.

  4. Click Query Builder to open the Query Builder Search Terms window.

  5. Click Add.

  6. In the Query Builder Search Terms - New Entry window, specify a Field, a Boolean Comparison Operator, and the target Value.

    Note: The list of available options for the Comparison Operator depends on the type of Field specified.

    The Value field does not display until you have specified a Field.

  7. Click Done to add the term to the Query Builder Search Terms window.

  8. To add more search terms to the query, click Add Above or Add Below.

  9. To group search terms, select the check box for each term and click Group or Ungroup.

  10. Click Done.

    The query is added to the Additional Filters section of the Search Requests page.

  11. To save your search preferences, in the Save this search as field, provide a name for the search and click Save. For details, see Save searches.

  12. Click Search to run the search using the newly defined query.

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See also: