Each FootPrints Workspace is contained in a separate
sub-database. Each Workspace has its own fields, users, and other
options. You may be a member of one Workspace or you could have membership
in several Workspaces. If you are a member of two or more Workspaces,
and your RoleA user type assigned to one or more users to define permissions. Both built-in roles and custom roles can be assigned to users. Examples of built-in roles include Agent, Customer Read/Submit, and Workspace Administrator. allows it, it is possible to display Issues that match search criteria
from multiple Workspaces.
NOTE
Cross-workspace searches do not work for a person who is an
Agent in one Workspace and a customer in another. If
an Agent performs a Cross-workspace search, the results do not contain Issues
from the Workspace in which the Agent is a
customer.
Some characteristics of cross Workspace searches include:
You can only search
on fields that exist in all selected Workspaces.
You can only sort
on fields that exist in all selected Workspaces.
You can select any
field from any Workspace as long as it does not exist in multiple Workspaces
with conflicting types.
The Quick
Action Checkbox dialog is not shown.
The Workspace Totals
scoreboard and Global Issues list is hidden.
Issues from your
default Workspace are always listed first; subsequent issues are ordered
by ascending Workspace number.
Filters can be applied to the columns in your cross workspace search results.
If you choose to
view the details of an Issue from a different Workspace, that Workspace is
displayed.
Cross Workspace searches
may be saved as personal or shared.
You can only see
shared searches that include Workspaces to which you belong. Therefore,
there may be two shared searches that have the same name that are saved
by different Agents. FootPrints
adds a number 2
next to one of the searches to help distinguish between them for Agents
who have access to all the included Workspaces.
Cross Workspace searches
do not work for a person who is an Agent in one workspace and a customer
in another. If
an Agent performs a cross Workspace search, the results do not contain Issues
from the Workspace in which the Agent is a customer.
The record counter (displayed at the top right-hand side of the list of issues above the column headings) is replaced with a page counter. Instead of saying, for example, "1 - 20 of 217", meaning that 1-20 out of 217 issues are displayed, it might say "Page 1 of 217 total matching Issues" when displaying Cross Workspace search results.
Create a Cross Workspace Search
Mouse over the Advanced search link and click Cross Workspace on the menu that is displayed.
Included
Workspaces—Highlight
the Workspaces to be included in the search. Hold down the CTRL key
to select multiple Workspaces. Click
GO when you are
finished. The
Search
Criteria page is displayed.
Criteria—Cross-Workspace
searches can include built-in fields like Title,
Description,
Status,
Priority,
etc. For additional information on specifying search criteria, refer
to Advanced Search Criteria.
Optionally save your
search for later personal use or as a shared search to share with other
Agents in the workspace.
When you are finished
entering the search criteria, click GO.
The results of the
search are displayed in the main frame, with issues grouped by Workspace
under the Workspace name. You can click on the row that contains the workspace name to collapse/expand the issues listed for that workspace.
Note on Permissions
Searches can be restricted based on a user's Role.
Cross-Workspace
Searches may not be available if your role does not allow access. Contact your FootPrints administrator
for more information. Also, cross-workspace searches are not available to customers.
allows it, it is possible to display Issues that match search criteria
from multiple Workspaces.