Important Information: By reading this Help page, you will get to know how to search for a card in the New Board layout. If you want to perform the same in the Old Board layout, see this Help page.
SwiftKanban Solr Search is a smarter, faster way to find the cards you are looking for in the application. It is truly a Global Search, where every attribute of a card will be searched including custom attributes. This search will help you in finding specific cards across the SwiftKanban application. You can search for a card based on a condition, attribute, and operand.
- Only Details, Comments, Attachments and Custom attribute Segments of a card will be searched.
- Deleted items will continue to show up until the Solr data is refreshed by the scheduler.
- Rtf, Date and Number cannot be searched.
- Solr Search will not include non-attribute segments like Traceability in search scope.
Key Features of Solr Search
- The icon to the right of every search result will indicate whether the search string is found in attribute, Comment or Attachments.
- If there are more than one item having the same search keywords then the last modified item will be displayed first.
- If there is more than one item having some part of the search keyword then the card having the maximum match is shown first.
Searching a Card on your Board or across multiple Boards is very simple and quick. You can search a card by hovering over the Search icon on the control panel and entering the search string or card number or both in the ‘Search’ box.
A card is first searched in the context of the current board. If it does not exist in the current board, you can choose to search globally i.e. across multiple boards.
To search for cards on a board and across multiple boards:
- Hover over the Search icon on the control panel, and in the expanded Search Box, provide the search string, one or more complete words (search is not case-sensitive). The search string is looked for in these fields of a card – Card Id, Title, Description, Priority, Class of Service, and Comments fields. For searching in specific fields such as Tags, you need to provide the attribute name by typing it, i.e. ‘Tags’ followed by a colon. The Search box has an auto-complete feature so as you type the attribute, it automatically appears below. You can directly select the attribute and enter the search string after the colon.
Note: Currently, custom common fields are not searchable using this Search feature.
- After you Hit ENTER, the search results are listed below for single or multiple occurrences. If you are on the board, on clicking the required card, the card is highlighted on the board. If it is out of view, the board scrolls to the card so that the card can be seen. If you are on some other view on a board, you are directed to the Detail view of the card.
Searching in Comments and Replies: You can enter the search string directly in the Search box. The text is searched in the Comments and replies to a comment on the card.
Searching in Attachments: The search string is searched in the text content of the attachment file.
Searching across boards: If there is no card with a matching Id or text, the message, ”No results found” is displayed. Click the Search Globally link to search on other Boards. If there are matching cards, they are listed for each Board. Click the required card from the list to view its details.
Note: The search globally searches only the Boards to which you have access. Thus the matching results will be displayed for the Boards in which you are a team member.