Searching

Squish has three kinds of searches available; built-in searches, keyword searches and searches you create on the Search screen.

Built-in Searches

The home page provides access to several built-in searches. Some of these searches are available through the Reports menu and some are available through links at the top of the lists on the project Homepage, which can be modified through the Edit link in the title bar. The searches in the Reports menu cannot be modified. The searches that appear in the body of the Home page on the Search page and which searches appear can be changed when viewing the search results.

Clicking the link opens the search results table on the Search screen. Issues in the results table are sorted by Date Last Modified, by default with the most recent being first. Each of the built-in searches is described below.

On the Title Bar:

• Total Issues - The link for Total Issues displays the results table for all issues (both non-confidential and confidential) that have been entered into the project. This statistic and its results table include both resolved and unresolved issues.
• Unresolved Issues - The link for Unresolved Issues displays the results table including all unresolved issues (both non-confidential and confidential).
• Unresolved Issues Assigned to Me - Clicking this link opens the result table of unresolved issues that are assigned to groups you are a part of or to you individually. This links to the same results table as the link to the title of the Unresolved Assigned to Me list that appears below the statistics bar.

Keyword Searches

Keyword searches can be done from the box on the right side of the project navigation bar on any project screen. Type one or more words in the field with spaces between the words and press Enter or click the magnifying glass icon. The search treats multiple words as an AND search, where all words must appear in the issue. If you want to search for a phrase (words appear together and in the specified order), enclose the words in quotes.

When typing a name, lookup value, or issue number, Squish will suggest possible searches that include those terms. For example, typing in "Dave" will result in suggested searches such as "Assigned To: Dave Smith" and "Submitted By: Dave Smith". Click a suggested search to open the search page with the selected criteria predefined.

You can also search by Issue ID by typing the ID in the field and pressing Enter or clicking the magnifying glass icon. If you would like to search for multiple IDs, type the IDs with a comma followed by a space between them.

Keyword searches will only search the Subject, Description, and Comments associated with each issue. Additionally, keyword searches ignore punctuation except - and "" because they are used as operators.

If you entered an Issue ID and that number does not also appear in other issues, that issue will be displayed. If you entered one or more keywords, the Search screen will be displayed with a table listing the search results.

Creating your own search

The Search screen is reached by selecting Search from the navigation bar or by clicking one of the built-in searches on the Home page. The Search page for each project has:

• A keyword search field
• A list of searchable fields with selectable criteria.
• Search settings

Notes: You can run an existing saved search or a recent unsaved search from the Search menu.

You can create a new search by using any combination of variables available on the Search screen.

1. Enter keyword text to search, if needed.
2. Select a field from the Add Filter dropdown menu.
3. Select an operator from the dropdown list next to the field you want to search on and enter the value in the text field to search for issues on.
   • Available operators for a given field depend on the field’s type.
   • Possible operators include: Is, Is Not, Was Ever (operator only applies to the Assign To field), Is Before, Is After, Is Between, In the Last, Older Than, Is Blank, Is Not Blank, Contains, Does Not Contain, Starts With, Ends With, Contains All, Contains Any, or Contains None.
4. Enter or select the value in the corresponding text box to search for issues with this criterion.
   • Multiple search criteria can be added.
   • Text fields are filled by keying in the value.
   • Drop-down lists are used by selecting the values. Only values designated as “Active” fields are available for searching. Multiple values may be selected. Two additional options are available to search on:
     • (Blank) – When searching on this value, issues which have no value for this field will be returned.
     • (Active) – When searching on this value, all issues with a value that is designated as an “active” value by Project Administrators are returned. 
     • (Resolved) – Only available for the Status field. When selected, all issues with Status values that have been designated as “resolved” by Project Administrators are returned.
   • Date fields can be filled in by keying in the date or by selecting the date from the Calendar control.
   • For fields which let you select a user, an additional option is available to choose “Myself”. Selecting this will filter the results by the user currently logged in to Squish. If you share this search with another user, the results they see will be different because they will be limited to that user. Searching on “Myself” will include issues that are assigned to the current user and to groups to which the user belongs. Searching on a user’s name will only return those issues assigned directly to that user.
5. If needed, select an option for grouping the results from the Group by dropdown list.
6. Select an option from the Results per page dropdown list: 5, 10, 15, 20, 25, 50, 100, 500, 1000, or All.
7. Mark the Watch list only checkbox if you only want to return issues on your watchlist which also match the search criteria.
8. Select Display Fields, remove fields you do not want to display, or rearrange field order by dragging and dropping.
9. Click on the Refresh Search button at the bottom of the screen to run your search.
10. Search results are displayed in a table with links to individual issues. You can change the sort in the table by placing the mouse pointer over a column title until the title is underlined and then clicking on the title. The arrow in the column header will show which column is being sorted and whether the sort is ascending or descending. Click the column title again to switch the direction of the sort.
    • Note: Columns based on lookups will sort following the order specified in the Lookups tables.

Once you have the results you can click the Actions menu on the search bar or update the search parameters to make further use of the search results.

Once you have the results of a search, there are a variety of different things you can do with the results.

You must have View permission in the project to conduct a search and to create a report. If you do not have a role that has developer or manager permissions, you will see only non-confidential issues.

If a Group by field was selected, then results will be displayed in collapsible sections for each value of that field. A link to expand and contract all groups is available at the top of the search.

If the Status field is displayed, then Status values which have been designated as “resolved” statuses by Project Administrators will be preceded by a checkmark. If a field displayed in your search is configured to link to another Squish issue, then links to resolved issues in that field are crossed out. Issues are marked as resolved if they have a Status value that has been designated as a “Resolution” by the Project Administrators.

In any search, to view an issue's details, click on the Issue ID or Subject. To view the project milestones, click the Version/Milestone. To e-mail the person an issue is assigned to, click the person's name in the Assigned To column. You can also hover over a user’s name to view some contact information, such as project group name and badges, organization, and, if you are a company or project administrator, their email address.

To modify search criteria:

Search criteria may be modified or added to via the search bar. Hovering over a lookup value displayed in the search results will display a clickable plus button. This button can be used to add that field and lookup value to the search criteria.

1. If the search panel is hidden, select the Edit Search Settings button on the menu bar.
2. Enter new criteria or remove existing criteria.
   1. Use the Add Filter dropdown menu to select new fields to add. After adding a new field, enter or select a value.
   2. Remove field criteria or selected field values by clicking the corresponding X button.
3. If desired, use the corresponding options to select grouping fields, change the number of results displayed per page, or restrict the results to only issues in your watch list.
4. Select the Refresh Search button.

To modify the fields being displayed in your search:

1. If the search panel is hidden, select the Edit Search Settings button on the search bar.
2. Select fields you want to display and click the X next to fields which should be hidden. Drag and drop fields to rearrange the order in which they appear.
3. Select the Refresh Search button.

Saving a search saves the criteria of the search but doesn't save the results of your original search. Every time you reload the search it is rerun, so the results may not be the same as they were originally.

To save a search:

1. Once you have run a search and received the results, select Save Search from the Action menu. The Save Search page will open. The search criteria will be listed under the page title.
2. Enter a name for the search in the Name field.
   • If the new search replaces an existing search, select the name of the replaced search from the drop-down Replace list.
   • If it does not replace an existing search, leave the Replace field blank.
3. If desired, mark the Display this search on my project homepage checkbox to show this saved search in that location.
4. Select the custom display options:
   1. Display this search as - Options include table, pie chart, doughnut chart, bar chart, horizontal bar chart, and stacked bar chart.
   2. Width - The relative amount of horizontal space this search will take up on the home page.
   3. Display fields - By default, fields are set to the same order they were being displayed in for the search. You may make changes to that order before saving.
   4. Group issues by - If desired, select the choice field by which issues will be grouped together.
5. Select the Save Search button to save the new search for the first time. The results table will reopen when the Save Search page closes. If you check your Search navigation bar menu, the new search will be listed under Saved Searches.

Saved searches can be rerun by clicking the Search menu on the project navigation bar and selecting the search from the dropdown. You can also click on the search name if you are on the project homepage and the results are there.

To delete a search:

1. Run the search you want to remove.

2. Select Delete Search from the Action menu. The page will refresh and the name will be removed from the results table. If you return to the Search page, the name will be removed from the Saved Searches list.

To edit a saved search:

1. Run the search.

2. Select Rename Search from the Action menu to rename the saved search. Enter a new name and select Rename Search. The page will refresh and the name will be updated.

3. Select Add/Remove Homepage to display or remove the search from your project or company homepage. Mark or unmark the appropriate checkboxes and select display options. When finished select Save Changes. Select Cancel to return to the search without making changes.

Edits made to a publicized search will be applied to all instances of that search which other users access.