Search

You can search for an item in the workspace, an item in a grid, or a node in the backlog or application modules trees.

Overview

The following search capabilities are available:

Global search: Search for any item in the workspace. You can select which entities to search in.
Grid and board search: Search for an item in a grid or board view.
Tree search: Search for an item in the Backlog or Applications Modules tree.

Global search

Search for an item in the current workspace.

To search for an item in the workspace:

In the global banner, click the Search button .
Enter a search term.

The search term can include special characters and wildcards. For details, see Wildcards and special characters.

Tip: If you have a link to an item, you can paste it directly into the search box. The item will open immediately.
The search results are grouped by entity. To show all results in a specific entity, click the Show all... button below the entity's top results.
Click an item's ID to open its details.
To refine the search, click the Search Settings button in the search box and do the following:
- Select specific entities to search in.
- Expand Searchable fields, and select the areas to search in, such as Description and Comments.
- Select Additional fields to expand the search to other fields that are set as searchable fields. For details, see Fields.
  
  Note: To select the Additional fields option by default, set the SEARCH_ALL_SEARCHABLE_BY_DEFAULT parameter. For details, see Configuration parameters.

Context search

You can search for items in a grid or board view. By default, the search matches the keywords you enter.

In a Defects grid, you can also search by similar terms. This finds defects by meaning, so you get results even if the defect uses different words or spelling than your search. For details, see Search by similar terms.

Note:

In a filtered view, search results include only items that match the active filters and your field and item visibility permissions.
Search is not available in grouped grids or boards.

To search in a grid or board:

In the view's toolbar, click the Search button .
Enter a search term. The grid or board displays only the items that match the search.

The search term can include special characters and wildcards. For details, see Wildcards and special characters.
To refine the search, click the Search Settings button in the search box and do the following:
- In a Defects grid, select the search option you want: Search by keywords or Search by similar terms. For details on searching by similar terms, see Search by similar terms.
- With Search by keywords selected, select standard fields to search in, such as Description and Comments.
- Select Additional fields to expand the search to other fields that are set as searchable fields. For details, see Fields.
  
  Note: To select the Additional fields option by default, set the SEARCH_ALL_SEARCHABLE_BY_DEFAULT parameter. For details, see Configuration parameters.

Search by similar terms

In a Defects grid, search by similar terms to find defects that are related to the meaning of your search text, and not only to the exact words you enter. Use this when you do not know the wording used in the defect, or when the wording varies between defects.

Similarity is based on the defect's Name and Description fields, and results are listed by best match.

Note: In the Aviator pane, you can find defects similar to a selected defect. For details, see Aviator Smart Assistant.

Prerequisites

An Aviator license. For details, see Licenses.
The General System Actions > AI: Use semantic search permission. For details, see Roles and permissions.

To search by similar terms:

In a Defects grid, click the Search button .
Click the Search Settings button in the search box, and select Search by similar terms.
Enter your search text. The more words you enter, the more accurate the results.

Wildcards and exact-phrase quotation marks are not supported in similarity search.

Click Enter or the search icon.

The grid displays the matching defects, sorted by best match.

Search in a tree

You can search for an item in the Backlog or Application Modules tree.

To search in a tree:

In the tree's toolbar, click the Search button .
Enter a search term. The search term can include the asterisk (*) wildcard.

Search results are listed in the pane.
Select a result to jump to its node in the tree.

Wildcards and special characters

Search terms can include wildcards and special characters.

Wildcards

You can include the asterisk (*) and question mark (?) wildcards in search terms.

Note: Wildcards are ignored in comments.

Exact phrase search

To find words in an exact order, enclose the phrase in double quotes ("abc").

A phrase-only query returns items containing that exact phrase. Example: "acceptance criteria met"
A phrase combined with free text returns items containing the exact phrase and the free-text terms. Example: "no blockers" authentication
Multiple phrases return items containing all quoted phrases. Example: "ready for review" "all comments resolved"
Exact phrase matching is case-insensitive. Example: "SHIPPED TO PRODUCTION" matches "Shipped to Production"
Leading or trailing spaces inside quotes are ignored.
Words in an exact phrase must be in the same order. Reordered words do not match.
Exact phrase search supports special characters such as apostrophes, file path characters, email symbols, and emoji.

Special characters

Some special characters are indexed, meaning that they are part of the searchable text. If the text you want to find includes an indexed special character, you can include it in your search term.

Non-indexed special characters are treated as a space in the search term.

Example: To find [CPE], you can search for [cpe, because the square bracket [ is indexed.

The following table lists the indexed and non-indexed special characters.

Character type	Characters
Indexed special characters	. ~ @ # £ € $ ¢ ¥ § % ° ^ ( ) - _ { } [ ] < >
Non-indexed special characters	` ’ ! & + = \| / : ; ” , ? * \

Default search settings

By default, comments and additional searchable fields are not included in searches. To include them as default selections, set the following parameters: SEARCH_IN_COMMENTS_BY_DEFAULT, SEARCH_ALL_SEARCHABLE_BY_DEFAULT.

For details, see Configuration parameters.