Quickfind with Custom Data – Configuration and Rules

Setting a Custom field as Searchable

You can set a custom data field to be an explicit search field as part of the configuration when creating Custom Data items in Builder.

To do this, when you are creating / editing custom data fields, make sure to select the ‘Searchable’ flag option.

Note that currently, only the following data types can be set as searchable in Quickfind:

• Short Text

• List (not multiple-level lists)

Adding a Short Code

You then need to enter a short code. This is a text character that can be entered by users in Quickfind in order to search for work items with this field. The short code will also be added to the Quickfind list in Work Manager.

You can specify up to two characters, but they must be unique in the system. They are case insensitive, so it does not matter whether you / the end users enter in upper or lower case when using.

Note that the following short codes are reserved for standard system usage and therefore cannot be entered here:

• r: work item reference number

• ‘RE:’ and ‘FW:’ (as this may impact searching against titles which come from emails subjects)

• Further shortcodes are reserved for future system usage: T, S, SD, DD, ED, AU, OU and RD.

Click ‘OK’ to save changes.

Default Short Code for a User

You are able to set one of the short codes in the list to be your default short code. If a short code is selected, this will mean that you will not have to input the prefix (e.g. ‘p:’ before the search text).