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Oracle® Communications Order and Service Management Order Management Web Client User's Guide
Release 7.2.2

E35417-02
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2 Searching for Orders

This chapter explains the search features of the Oracle Communications Order and Service Management (OSM) Order Management Web client. It includes information about performing searches and about viewing search results.

About Searching

The Order Management Web client includes features that enable you to find orders by using a variety of criteria. When you first open it, the application includes three saved searches:

You can select one of these searches or create a customized search by adding or removing fields. See "Selecting a Saved Search" and "Adding and Removing Fields". You can save customized searches so that you can use them again. See "Saving Searches".

The techniques you use for these different searches are the same, aside from the particular criteria that you specify. For more information about the Service Management Order Management Web client search fields, see the discussion about the query filters area in OSM Task Web Client User's Guide.

Searching for Orders

Although there are many different ways to configure a search, the basic procedure is the same in almost all cases. The one exception is when you configure a search to run automatically when you select it. See "Saving Searches" for more information about configuring searches to run automatically.

To search for orders:

  1. Select a saved search (or use the default). See "Selecting a Saved Search".

  2. (Optional) Add additional fields to the search. See "Adding and Removing Fields".

  3. Enter search criteria. See "Entering Search Criteria".

  4. Click the Search button.

    The Order Management Web client displays the orders that match your search in the Results panel. See "Working with Search Results".

Selecting a Saved Search

When you open the Order Management Web client, the Search panel displays the default search. Until you set a different default search, you see a simple set of criteria, including order ID, reference number, namespace, and type. See "Saving Searches" for more information about setting the default search.

You can select a different search from the list of predefined and saved searches.

  • From the Saved Search list, select the search you want to use.

    The Search panel displays the fields and operators defined in the saved search. You can use these criteria as they are or add to them. See "Adding and Removing Fields".

    If the search you selected is configured to run automatically, it runs automatically when you select it.

Adding and Removing Fields

You can add fields to the criteria displayed in the Search panel. When you add a field, a search operator appropriate to that type of field is also added. For example, if you add a number field, it includes Equals, Between, and Less Than operators. See "Entering Search Criteria" for information about the search operators for each field type.

You can also remove fields from the Search panel and reset it to its last-saved set of fields and operators.

After adding or removing fields, you can save the search so that you can reuse it. See "Saving Searches".

To add a field:

  • From the Add Fields list in the Search panel, select a field that you want to include.

    The field appears in the Search panel, along with one or more search operators.

To remove a field:

  • In the Search panel, click the red X to the right of the field you want to remove.

    The field and its operator are removed.

To reset the Search panel:

  • In the Search panel, click the Reset button.

    The Search panel is restored to its last-saved arrangement of fields and operators.

Saving Searches

You can save a search so that you can reuse it. A saved search includes fields and search operators. It can optionally include the layout of the Results panel. Saved searches are available only to the users who created them.

You can select from the following options when you save a search:

  • Set as Default: Configures the search to appear when you open the Order Management Web client.

  • Run Automatically: Configures the search to run automatically when you select it. If you select both this option and Set as Default, the search runs automatically each time you open the application.

  • Save Results Layout: Saves any changes you have made in the Search Results panel so that results are displayed the same way when you run the search again. See "Working with Search Results" for more information about search results.

To save a search:

  1. In the Search panel, click the Save button.

    The Create Saved Search dialog box appears.

  2. Enter a name for the search. This is the name that will appear in the Saved Searches list.

  3. (Optional) Select one or more of the three options displayed in the dialog box.

  4. Click OK.

    The dialog box closes and the search name appears in the Saved Searches list.

Modifying Saved Searches

After a search has been saved, you can modify it. You can change the name, set the search as the default, and configure it to run automatically. You can also delete saved searches. See "Deleting Saved Searches".

Note:

You cannot save changes to the three predefined searches.

To modify a saved search:

  1. From the Saved Searches list, select Personalize.

    The Personalize Saved Searches dialog box appears.

  2. In the Personalize Saved Searches field, select a saved search.

  3. (Optional) Enter a new name for the search.

  4. Select one or more of the options displayed in the dialog box.

  5. Click Apply to apply your changes and leave the dialog box open. Click OK to apply your changes and close the dialog box.

Deleting Saved Searches

You can delete saved searches that you no longer need.

To delete a saved search:

  1. From the Saved Searches list, select Personalize.

    The Personalize Saved Searches dialog box appears.

  2. In the Personalize Saved Searches field, select a saved search.

    Note:

    You cannot delete the search that is currently selected in the Saved Searches list in the Search region.
  3. Click Delete.

    A Warning dialog box appears.

  4. Click Yes.

    The Warning dialog box closes and the search no longer appears in the Personalize Saved Searches field.

  5. In the Personalize Saved Searches dialog box, click OK.

    The Personalize Saved Searches dialog box closes.

Entering Search Criteria

You search for orders by entering a value or range of values for a field and then selecting a search operator. For example, in Figure 2-1, Priority is a numeric field. You can select from three operators and then enter a value. (If you select the Between operator, an additional field is added for a second value.)

Figure 2-1 Search Operator

Description of Figure 2-1 follows
Description of "Figure 2-1 Search Operator"

The operators available for a search field depend on the type of data the field stores. Table 2-1 lists the search operators for the various field types.

Table 2-1 Field Types and Available Search Operators

Field Type Available Search Operators

Currency

Equals (default), Between, Less Than

Date

On or before, On or after, Between

Numeric

Equals (default), Between, Less Than

Phone

Starts With, Ends With, Equals (default), Contains

Text

Starts With, Ends With, Equals (default), Contains, Like

List

No operator displayed. Select a value in the list.

Duration

Greater Than, Between, Less Than (no default). Format is:

P[<days>D][T[<hoursH][<minutes>M][<seconds>S]]

When specifying hours, minutes, or seconds, you must use the 'T' as part of the value. For example:

PT8H - eight hours. PT8H4M - eight hours, four minutes. PT4M - four minutes. PT8H6S - eight hours, six seconds. P9DT8H - nine days, eight hours. P9D - nine days (no hours/minutes/seconds, so no 'T' required). PT0S, P0D, PT0H0M - zero duration.

The following are not valid:

P8H - intended to be eight hours, but 'T' is missing. P9D8H - intended to be nine days, eight hours, but once again 'T' is missing.


Working with Search Results

The Results panel in the Search page displays the orders that are returned by searches. The matching orders are displayed in a table with a row for each order. Each row includes columns that display information about the order. By default, the Results panel displays columns for all available fields. (These are the same fields visible in the All Fields saved search.) Figure 2-2 illustrates a search results panel.

Figure 2-2 Search Results Panel

Description of Figure 2-2 follows
Description of "Figure 2-2 Search Results Panel"

Note that the expected start date for this order is in bold. When an expected start date is in bold, this indicates that the order is a future-dated order. A future-dated order is an order that will be processed at a future date. OSM displays regular orders in normal font.

To see more detailed information about an order, you can open it. See "Opening Orders". You can also take actions, such as suspending the order or changing the reference ID, on orders you select in the Results panel. See Chapter 4, "Managing Orders".

You can change the arrangement of the columns in the Results panel using the standard techniques for tables in the Order Management Web client. You can choose to display only a subset of the available columns and change the order in which columns are displayed. See "Showing and Hiding Columns" and "Reordering Table Columns".

When you save a search, you can optionally include the arrangement of the search results. This ensures that any changes that you have made to the selection and order of columns is preserved when you run the saved search in the future. See "Saving Searches"

Opening Orders

To see full information about an order that is returned by a search, you open the order to view its Order Details page.

  • In the Results panel, select the order you want to open, then click Open Order. Alternatively, double-click the order.

    The Order Details page appears. See "Viewing Order Details".