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The navigate action

The 'Navigate' action opens a window which can be used to quickly search and open USU Service Management catalogs or actions.

Starting points

The 'Navigate' action can be added to the 'Actions' folder of any USU Service Management sidebar.

By default it is used in the 'Actions' folder of the following business view - sidebar sections:

  • USU Service Management Core - Objects

  • USU Service Management Administration - Objects

  • Planning/Calculation Manager - Direct Cost Planning

  • Service Management - Service Model

User interface

Upper window section provides a tab for search specification (tab 'Main') and a settings tab (tab 'Details'). The bottom part of the window contains the results section.

Tab 'Main' - the search section

The search section contains an 'Open' field which serves the main purpose of the window - searching for catalogs and actions. All USU Service Management catalogs and actions assignable to the sidebar can be searched in this way.

  • Type the name of the catalog/action in the 'Open' field and click Enter. Objects conforming to the search phrase will get displayed in the 'Found' pane.

  • It is enough to type the beginning of the searched catalog/action name, the search will display all objects starting with the typed text. (This behavior can be changed by the 'Use exact phrase' setting on the 'Details' tab, see below for more information.)

  • Use the % wildcard at the beginning of the search phrase to display results not directly starting with the typed phrase

  • You can also use 'CamelCase Search'. CamelCase search uses the distinction between lower and upper case letters for Column Search of compound words and phrases. See the example below.

    CamelCase Search - Example

    Type a combination of upper case letters to search for compound expressions containing individual words starting with the typed letters.

    For example, typing 'RT' will return compound expressions with the first word starting with 'R' and any other word starting with 'T'. ('Reference Types', 'Reference Type All', 'Release Component Types')

    Type a combination of lower and upper case letters to further specify some of the searched components of the compound expression.

    For example, typing 'RecT' will return compound expressions with the first word starting with 'Rec' and any other word starting with 'T'. ('Record Type', 'Record Type Conditions', 'Recovery Items Table') Analogically, typing 'ReqT' will return for example 'Requests for Technical Attention', 'Request Service Table', 'Request Items Addressed To Stock'.

The results section

The results section has four modes:

13_Navigate_Actions.png

  • Recent

    The section displays recently used catalogs and actions. The number of displayed recently used items can be specified by a setting on the 'Details' tab, see below for more information.

  • Frequent

    The section displays the most frequently used catalogs and actions.

  • Navigate

    The section displays in a graphical way the content of the user sidebar in the current business view. Individual displayed items can be clicked to open the corresponding catalog or action. Available in Web Client only.

  • Search

    The section displays the result of the search specified in the 'Search' section.

Example - The results section in the Navigate mode:

14_Navigate2.png

Tab 'Details' - settings

The 'Details' upper section tab provides the following settings:

  • Language

    Select one of available interface languages

  • Max number of found objects

    Specify the number of items displayed in the 'Found' or 'Recent' section.

  • Use exact phrase

    Specify if the search should return only items matching the entire expression typed in the 'Open' field.

  • Show details

    Specify whether number of objects should be displayed in the catalog tiles.

  • Pinned only

    Specify whether the search should return only items actually added to the user sidebar. If set to false, the search will return all catalogs and actions assignable to the sidebar (default behavior).

Differences between 'Navigate' in the Rich and Web Client

In the Rich Client:

  • It is not necessary to click the 'Search catalogs and actions by given phrase' button after a search expression has been typed - the 'Found' tab updates automatically.

  • Search results are displayed in a standard USU Service Management catalog.

  • The 'Navigate' mode is not available.

In this section: