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Building Cherwell Searches

Building Cherwell Searches. Tyler Piper August 2019. Agenda. Field Name Identification. *Desktop Client Only*. Field Name Identification. Retired Fields: KB5807 Coming Soon: - Data Dictionary. Clause Types. Group Clause: Groups together several Clauses.

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Building Cherwell Searches

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  1. Building Cherwell Searches Tyler Piper August 2019

  2. Agenda

  3. Field Name Identification *Desktop Client Only*

  4. Field Name Identification • Retired Fields: KB5807 • Coming Soon: - Data Dictionary

  5. Clause Types • Group Clause: Groups together several Clauses. • Must be true (AND logic), or if only one Clause must be true (OR logic) • Comparison Clause: Finds all records containing a field with a particular value. • Ownership Clause: Finds records associated with a particular owner (person or Team). • Related Clause: Finds Business Objects whose related Business Object satisfy some of the criteria. • Queue Clause: A Queue Clause is a clause that finds all records that exist or do not exist on Queues.

  6. Search Examples • Primary CI • Open Past Due

  7. Exporting & Sharing • *Desktop Client Only

  8. Tips for Success • Keep It Small • Narrow Date Range • Single Owner/Owning Team • Keep It Simple • Limit Relationship Searches, or Ask for Help • TEST IT FIRST

  9. Questions? AT Incident Coordinators tspiper@ilstu.edu

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