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This article is intended for TeamDynamix (TDX) Agents who work on tickets, assets, or projects and explains how to search and filter ticket and hardware asset records, or projects in TD Work Management using the 'Saved Searches' feature.
Before You Begin
- Asset Agent or Asset Manager role is required to access TDX Departmental Asset application.
- Project Manager or Portfolio Manager roles is required to access TDX Project application.
- Search filter uses an AND condition when applied on multiple fields, meaning only tickets that meet all criteria will appear. If you need and OR condition, consider using the reporting feature
In this Article:
Creating Saved Searches
- Log in to TD Work Management, click View Applications.
- Select the desired application (Tickets, Projects, Analysis, or Assets/CIs-Departmental)
- In the left navigation:
- Click Search if you are working with Tickets.
- Click Assets if you are working with Asset/CI-Departmental module.
- Click Projects if you are working with Projects module.
- On the top-right side, click the Filter icon. The filter panel will display.
- Select 20000 in the Max Results drop-down.
- Enter values in the fields to build the search filter as desired.
- Click Apply on the top right side of the filter panel. A list of tickets based on your search criteria will display.
- Click Save Search at the top of the search results page.
- Enter a name for your search in the prompt and click Save.
Your saved searches will appear in the My Saved Searches dropdown.
Using Saved Searches
- Log in to TD Work Management, click View Applications.
- Select the desired application (Tickets, Projects, Analysis, or Assets/CIs-Departmental)
- In the left navigation:
- Click Search if you are working with Tickets.
- Click Assets if you are working with Asset/CI-Departmental module.
- Click Projects if you are working with Projects module.
- Click the My Saved Searches
- From the dropdown select the saved search you want to view.
If no searches are saved, the dropdown will be empty.
Editing Saved Searches
- Log in to TD Work Management, click View Applications.
- Select the desired application (Tickets, Projects, Analysis, or Assets/CIs-Departmental)
- In the left navigation:
- Click Search if you are working with Tickets.
- Click Assets if you are working with Asset/CI-Departmental module.
- Click Projects if you are working with Projects module.
- Click My Saved Searches > Edit My Searches.
- Click the green Filter icon to adjust the search conditions.
- Make the necessary changes to the filters.
- Click Save Search.
Do not change the saved search name, as this will create a new saved search.
- Ensure the Overwrite checkbox is selected.
Leaving the Overwrite checkbox unchecked will create a duplicate saved search with the same name.
- Click Save.
Copying Saved Searches
- Log in to TD Work Management, click View Applications.
- Select the desired application (Tickets, Projects, Analysis, or Assets/CIs-Departmental)
- In the left navigation:
- Click Search if you are working with Tickets.
- Click Assets if you are working with Asset/CI-Departmental module.
- Click Projects if you are working with Projects module.
- Click My Saved Searches > Edit My Searches.
- (Optional) Modify the search filters by clicking the Filter icon.
- Click Save Search at the top of the search results page.
- Enter a new name for the copied search.
- Click Save.
Sharing Saved Searches
You cannot directly share your Saved Search with other members of your group. However, you can collaborate with colleagues to recreate the same search. Here’s how you can do it:
- Create and save the search you need.
- Provide the filter criteria and search name to your group members.
- Your group members can then create and save their own searches using the details you provided.
For a more convenient option, consider creating shared reports that are accessible from the left-hand navigation menu.