1 / 11

Mastering Cherwell Searches: Desktop Client Tips & Tricks

Learn to optimize searches in Cherwell's Desktop Client for efficient data analysis. Includes key clauses and example searches. Tips on date ranges, ownership, and testing techniques. Contact tspiper@ilstu.edu for questions.

lilliana
Download Presentation

Mastering Cherwell Searches: Desktop Client Tips & Tricks

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  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

More Related