The Find feature can be used in several area of the Helix Plan interface to easily find items that match a search query. In most areas, such as in the To Do List and Admin sections, you can use a plain text search field in the toolbar to narrow down the current view to only display items that match your query. In these areas, searches are instantaneous and the current view will automatically update to only show matching results.
Searching in the Planning tab
When using the Planning tab, the Find feature is expanded to include advanced options for filtering and sorting the results.
1. Click Find in the toolbar or press Ctrl + F (Cmd + F).
This opens the Find interface, containing search options and the list of search results.
2. Enter the term you want to search for in the text field .
3. Press the Find button or hit the Enter key.
The Results list will update to display the items that match your query.
4. Click Close Find to exit the search.
The Planning tab will return to its default state. If you selected any items while using Find, they will remain selected at this point.
Filtering and sorting Find results
After performing a search, you can filter the results using a variety of options.
1. To filter the list of search results, you can use one or more of the drop-down menus in the toolbar.
These enable you to select the following criteria:
- By these conditions - The current Status of items.
- Tagged to release - The release to which items are assigned.
- Pipeline or Workflow - The pipeline or workflow to which items belong.
- Reports - Reports are saved search queries that you can reuse. For more information on how to create reports from find queries, see Saving a Find query as a report.
2. To select multiple options in a drop-down menu, hold the Ctrl key and click the options you want.
3. To filter the options inside a drop-down menu, enter a term into the Find by keywords field .
4. To remove all selections from the current drop-down menu, click Clear selections.
5. To sort items based on a column, click the column header. Hold down the Shift key while clicking, if you want to select multiple columns at once.
An arrow will be displayed to indicated the sort order, which you can reverse by clicking the column header again.
Saving a Find query as a report
You can save a Find query as a report, which you can then use again from the Find section to perform the same query later.
1. After you have performed a Find search, click the Save button above the list of results.
The New Report dialog box opens.
2. Enter a Report name and click OK.
The report is added and opens for editing.
3. You can now make any additional changes to the report. See Using and managing reports for more information.