Search¶
Service Hub provides you with a very flexible search, it can be used to search for tickets persons, groups, organizations, tasks and appointments.
Indexing
Note: It can take a few minutes to index new and modified records. If they don't appear in your search results, wait a few minutes and try again.
Using Search¶
You can search by clicking the magnifying glass, located in the top right, after which the search bar will be displayed. You can enter a query in the newly opened search field and submit the query by pressing enter. The results, if there are any, will be displayed in a grid located directly below the search bar.
Underneath the search bar you will see a number which displays the number of records found. It will search through all available topics and the icon displayed will give an indication on what kind of record has been returned. In the table below you can find an overview on how the various topics will be displayed and what fields they will display.
First it will display an icon which will show you what type of record has been found, in the table below you can see a summary of the various topics. It will display additional information and in the third section it will display the status of the found record. The last part contains information regarding the related person.
| Topic | Result icon | Displayed Fields | Indicator |
|---|---|---|---|
| Organization |  |
organization name, relation type, account number | Active/Inactive |
| Group |  |
group name and relation number | Active/Inactive |
| Person |  |
person name, relation number and email address | Active/Inactive |
| Ticket |  |
ticket type, ticket number and subject | Current status |
| Appointment |  |
appointment number, subject, category | Current status |
| Task |  |
appointment number, subject, category | Current status |
You can either search for a phrase or a specific word however you can also give additional criteria. You can specify what fields should contain specific criteria. Here you can see an overview of the fields you can use to use advanced search options.
Organization¶
| Field Name | Data Type |
|---|---|
| Account_number | Numeric |
| Active | Boolean |
| Alert | Text |
| Notes | Text |
| OrganizationName | Text |
| Relation_number | Numeric |
| _type | Organizations |
Group¶
| Field Name | Data Type |
|---|---|
| Active | Boolean |
| Alert | Text |
| Contact_full_name | Text |
| Full_name | Text |
| GroupName | Text |
| Notes | Text |
| OrganizationName | Text |
| ParentGroupName | Text |
| Relation_number | Numeric |
| _type | Groups |
Person¶
| Field Name | Data Type |
|---|---|
| Active | Boolean |
| Alert | Text |
| Contact_full_name | Text |
| Text | |
| Full_name | Text |
| GroupName | Text |
| Notes | Text |
| OrganizationName | Text |
| PersonName | Text |
| Relation_number | Text |
| Username | Text |
| _type | Persons |
Ticket¶
| Field Name | Data Type |
|---|---|
| CloseDate | Date |
| Context | Text |
| Customer_reference | Text |
| Events | N/A |
| Notes | Text |
| Summary | Text |
| GroupName | Text |
| Number | Numeric |
| OrganizationName | Text |
| PersonName | Text |
| Status | Text |
| Summary | Text |
| Supplier_reference | Numeric |
| Ticket_type | Text |
| Title | Text |
| _type | Tickets |
Appointment¶
| Field Name | Data Type |
|---|---|
| ActivityType | Text |
| CloseDate | Date |
| EndDate | Date |
| GroupName | Text |
| Notes | Text |
| Number | Numeric |
| OrganizationName | Text |
| PersonName | Text |
| StartDate | Date |
| Status | Text |
| Subject | Text |
| Type | |
| _type | Appointments |
Task¶
| Field Name | Data Type |
|---|---|
| ActivityType | Text |
| CloseDate | Date |
| EndDate | Date |
| GroupName | Text |
| Notes | Text |
| Number | Numeric |
| OrganizationName | Text |
| PersonName | Text |
| StartDate | Date |
| Status | Text |
| Subject | Text |
| Type | Text |
| _type | Tasks |
_type data type
You may notice that in _type we do not specify the type of data expected but the topic name you need to use in order to narrow down your search to only that topic. For example _type:Organizations will only search through organizations. Please take into account that the query is case-sensitive.
Operators¶
The operators you can use in the fields mentioned before are as follows.
| Operator Name | Description | Example |
|---|---|---|
| : | Use the colon to indicate the value you are looking for. | Summary:Solution |
| :< | Less than. | CloseDate:<2017-01-01 |
| > | Greater than. | CloseDate:>2017-01-01 |
| <= | Less than or equal to. | StartDate:<=2017-01-01 |
| >= | Greater than or equal to. | StartDate:>=2017-01-01 |
| [ TO ] | Specify a date range. | StartDate:[2017-01-01 TO 2017-07-07] |
| " " | Use double quotes to search for the exact phrase. | Summary:"Somebody stole my mouse" |
| - | Adding a minus sign to your search will make sure that word or value will be excluded from your search. | Status:Closed -Summary:Request |
| * | Wildcards can be used to search for various combinations. For example searching for fix* will also search for the word fixed. | Summary:fix* |
| ? | Wildcards can be used to search for various combinations. For example searching for f?x will search for the word fix and fox. | Summary:f?x |
| AND | The AND operator matches documents where both terms exist anywhere in the text of a single document. | "Service" AND "Hub" |
| OR | The OR operator matches documents where on of the terms exist in the text of a single document. | "Service" OR "Hub" |
| NOT | The NOT operator excludes documents that contain the term after NOT. | "Fixed" NOT "broken" |
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