SBM 11.6 Work Center Search Improvements

Check out the Work Center search improvements we added in SBM 11.6.

Search Filters

You can now save facets that you have selected as a search filter. This lets you save and reuse your facet selections for another search.  To save a search filter, enter your search phrase, select your facets, and then click Apply selections:

Click Save As, and then enter a name for your search filter:

The next time you perform a search, just select your saved filter in the Refined By section instead of applying each individual facet again. 

Search in Sub-Projects

You can now select projects and sub-projects that you want to search in via My Project Items before you perform a search.  This lets you apply a project filter before you start searching for items.  

The selections you make in My Project Items only apply to work item searches.  You still use My Projects in your user profile to save your preferred projects for submitting items, creating feeds, and creating reports.

  

The project selections that you make are saved in your browser's storage.

New Search Facets

You can now use User, Multi-User, Single Selection, Multi-Selection, Single Relational, and Multi-Relational fields as facets on the Work Center search results page for a single application. 

To use these fields as facets, select the Appears on searches for this table option on the field in Composer, and then redeploy the process app.

Other Search Improvements

An X icon has been added to the search field so that you can easily clear a search phrase:

Work Center can now autocomplete a phrase based on your recent search history:

You can enable autocomplete in your Work Center Search settings.

You can use the new Top match option to set a hard limit on the total number of search results that are returned. You can also adjust the Items per page setting to limit the maximum number of search results that are displayed.

You can now show or hide the Refined By section on the Search page:

When you collapse the Refined By section, an icon displays the number of facets that you have applied:

To improve search page performance, you can collapse unused facets:

We hope you find new features these helpful.  Let us know how we can improve your search experience in Work Center!

SBM 11.6 Report Improvements
Custom SLA Reports in SBM 11.6

Comments 6

 
Alex Shevchenko on Tuesday, 04 June 2019 03:02

Hi Jeremy,
Is it possible to make "Apply selection" button on a sticky navigation bar? (https://www.w3schools.com/howto/tryit.asp?filename=tryhow_js_navbar_sticky)
So that's always visible. Or even pop it up as floating button next to your filter selection, so it clearly indicates that user has to click that button before search results are updated.
We have quite long list of attributes to apply filtering, so once you scrolled somewhere in the middle ("Apply selection" became invisible) - you usually apply some filter and hang few seconds till that "Aha" moment that you have to scroll very up/down to find that button and click on it before your updated search results appear.
Thank you.

Hi Jeremy, Is it possible to make "Apply selection" button on a sticky navigation bar? (https://www.w3schools.com/howto/tryit.asp?filename=tryhow_js_navbar_sticky) So that's always visible. Or even pop it up as floating button next to your filter selection, so it clearly indicates that user has to click that button before search results are updated. We have quite long list of attributes to apply filtering, so once you scrolled somewhere in the middle ("Apply selection" became invisible) - you usually apply some filter and hang few seconds till that "Aha" moment that you have to scroll very up/down to find that button and click on it before your updated search results appear. Thank you.
Jeremy Vorndam on Tuesday, 04 June 2019 12:54

Great idea, Alex. I will submit an ENH request for this suggestion. Thanks!

Great idea, Alex. I will submit an ENH request for this suggestion. Thanks!
Jeremy Vorndam on Tuesday, 04 June 2019 12:58

Hi Alex,
I found an existing request for this change:

ENH287351 SourceBeta2: Usability - "Apply selected filters" should be [more/always] visible in search

So, instead of submitting a new one, I will raise this with Product Management for consideration in a future release. Thank you!

Hi Alex, I found an existing request for this change: ENH287351 SourceBeta2: Usability - "Apply selected filters" should be [more/always] visible in search So, instead of submitting a new one, I will raise this with Product Management for consideration in a future release. Thank you!
Alex Shevchenko on Wednesday, 05 June 2019 04:58

Great news! Thank you, Jeremy.

Great news! Thank you, Jeremy.
Otger Cobben on Tuesday, 04 June 2019 08:01

Hi Jeremy,
In 11.5 the search limit is 300. This makes the search for us almost useless. Most of the time we get much more results (can improve by searching on more words with AND but still). If it only shows the first 300 items we can not use the facets. I see in 11.6 there is the option top match. What is the max value for it?
Just curious: why a limit? We have an archive system with elasticsearch. Can search millions of items without any problem (also with facets like filtering)
Thanks!.

Hi Jeremy, In 11.5 the search limit is 300. This makes the search for us almost useless. Most of the time we get much more results (can improve by searching on more words with AND but still). If it only shows the first 300 items we can not use the facets. I see in 11.6 there is the option top match. What is the max value for it? Just curious: why a limit? We have an archive system with elasticsearch. Can search millions of items without any problem (also with facets like filtering) Thanks!.
Jeremy Vorndam on Wednesday, 05 June 2019 10:44

Hi, Otger. The maximum limit in 11.6 is still 300, but you can now lower it if necessary (prior to 11.6, the 300 value was hard-coded). We set the max value to 300 to avoid potential performance issues. The facet selections that appear under Refined By are determined by the items in the Top Match.

Users typically use Work Center Search to find specific items; to return more than 300 items, you could try creating a Listing report and adding it as a favorite to the Work Center Side menu instead.

Hi, Otger. The maximum limit in 11.6 is still 300, but you can now lower it if necessary (prior to 11.6, the 300 value was hard-coded). We set the max value to 300 to avoid potential performance issues. The facet selections that appear under Refined By are determined by the items in the Top Match. Users typically use Work Center Search to find specific items; to return more than 300 items, you could try creating a Listing report and adding it as a favorite to the Work Center Side menu instead.

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