Global Search

📚 Global Search Documentation 📌 Overview The Global Search feature provides a centralized way for users to search across multiple entities within the application. This functionality is designed to improve navigation, accessibility, and efficiency for end-users by allowing keyword-based lookup across various modules.

🔍 Searchable Entities Users can search across the following components:

  1. Tickets
  2. Devices
  3. Categories
  4. Knowledge Documents
  5. Menus
  6. Steps

🧭 Accessing Global Search 🔝 Header Search Click on the Search icon located in the top header of the application.
Picture1

A popup window will appear with available search options. Choose an entity (e.g., Ticket, Device). Picture2

Enter relevant search terms like:

  1. Ticket: ID, subject, description, or category.
  2. Device: Name, ID, or tag.
  3. Category: Category name or associated keywords.
  4. Knowledge Document: Title, content snippet, tags, or category. Picture3

The matching results will be displayed below the input. Picture4

📚 Sidebar Menu Search Navigate to the sidebar and click the search icon. Enter the desired search term (e.g., menu name or step title). The matching menu items or navigation steps will be displayed in a structured list. Picture5

✅ Key Functionalities Multi-Entity Search: Allows users to search across different data modules in one interface. Dynamic Result Display: Displays results in real time as users type the query. Context-Aware Search Options: Filters results based on the selected entity type. Sidebar Shortcut: Provides quick menu/step access directly from the sidebar.

📝 Notes The system ensures only relevant and permitted data is returned based on user roles. For best results, use precise keywords or ticket/ID numbers when available. Results may include clickable links to directly open the corresponding entity details.

We are continuously improving our documentation to ensure it meets your needs. This document will be updated regularly, so please check back for the latest information. If you have any questions or encounter any issues, feel free to reach out to us at support@itassetmanagement.in.