Cross Workspace Searching

Each FootPrints Workspace is contained in a separate sub-database.  Each Workspace has its own fields, users, and other options.  You may be a member of one Workspace or you could have membership in several Workspaces.  If you are a member of two or more Workspaces, and your RoleA user type assigned to one or more users to define permissions. Both built-in roles and custom roles can be assigned to users. Examples of built-in roles include Agent, Customer Read/Submit, and Project Administrator. allows it, it is possible to display Issues that match search criteria from multiple Workspaces. 

NOTE

Cross-workspace searches do not work for a person who is an Agent in one Workspace and a customer in another.  If an Agent performs a Cross-workspace search, the results do not contain Issues from the Workspace in which the Agent is  a customer.

Some characteristics of cross Workspace searches include:

• You can only search on fields that exist in all selected Workspaces.
• You can only sort on fields that exist in all selected Workspaces.
• You can select any field from any Workspace as long as it does not exist in multiple Workspaces with conflicting types.
• The Quick Action Checkbox dialog is not shown.
• The Workspace Totals scoreboard and Global Issues list is hidden.
• Issues from your default Workspace are always listed first; subsequent issues are ordered by ascending Workspace number.
• If you choose to view the details of an Issue from a different Workspace, that Workspace is displayed.
• Cross Workspace searches may be saved as personal or shared.
• You can only see shared searches that include Workspaces to which you belong. Therefore, there may be two shared searches that have the same name that are saved by different Agents.  Footprints adds a number 2 next to one of the searches to help distinguish between them for Agents who have access to all the included Workspaces.
• Cross Workspace searches do not work for a person who is an Agent in one workspace and a customer in another.  If an Agent performs a cross Workspace search, the results do not contain Issues from the Workspace in which the Agent is a customer.

Create a Cross Workspace Search

1. Mouse over the Advanced search link and click Saved Searches on the menu that is displayed.
2. Included Workspaces—Highlight the Workspaces to be included in the search.  Hold down the CTRL key to select multiple Workspaces.  Click GO when you are finished.  The Search Criteria page is displayed.
3. Criteria—Cross-Workspace searches can include built-in fields like Title, Description, Status, Priority, etc.  For additional information on specifying search criteria, refer to Advanced Search Criteria.
4. Optionally save your search for later personal use or as a shared search to share with other Agents in the workspace.
5. When you are finished entering the search criteria, click GO.
6. The results of the search are displayed in the mainframe, with issues grouped by Workspace under the Workspace name.

Note on Permissions

Searches can be restricted based on a user's Role.  Cross-Workspace Searches may not be available if your role does not allow access.  Please consult your FootPrints administrator for more information.