www.peacock-consulting.comPage 1 of 2 (608) 663-1722

CastIMS Advanced Advanced Search

A writeup on how to select multiple options (instead of the single option provided with the dropdown) while using Advanced Search in CastIMS. The key to this process is using the address bar in conjunction with the advanced search page.

Examples

Example 1)

Goal: You want to search for all IMPLEMENTED and CLOSED issues with an implementation date prior to 45 days ago

Method: a) Choose one of the statuses (for this example, we'll pick IMPLEMENTED) in the dropdown and add any other conditions; in this case, add 45 days ago to the Implementation Date Before field & Click Submit

b) This will get you all of the IMPLEMENTED issues you were looking for, but you still don't have the CLOSED issues on the same list.

c) Notice the address bar at the top of your browser. In this case, after /CastIMS/, it will say: searchform.jsp?searchText=CastIMS_advanced_search&type=all&curr_status=4&open_dt_before=T-45

d) the "&curr_status=4" section is what we are interested in, because we are going to duplicate it in the address itself to tell the system to give us CLOSED issues (with an implementation date over 45 days ago) as well as the IMPLEMENTED.

e) since the field we used came from a dropdown, it is coded instead of being referenced by name (in (e) above, 4 = IMPLEMENTED), so we need to find out what the correct code is for CLOSED

f) By doing another advanced search and simply looking for a status of closed, we get the following address (after /CastIMS/): searchform.jsp?searchText=CastIMS_advanced_search&type=all&curr_status=5

g) The “&curr_status=5” section of the above address tell us that CLOSED has a code value of 5

h) We go back to our original address (step c above) and add "&curr_status=5" at the end of the address, resulting in this address (after /CastIMS/) in the address bar:

www.peacock-consulting.comPage 2 of 2 (608) 663-1722

searchform.jsp?searchText=CastIMS_advanced_search&type=all&curr_status=4&open_dt_before=T-45&curr_status=5

i) Now you have a list of reports that meets your goal...Yay! This list can also be bookmarked, graphed (if choosing a specific form), etc - everything you can do with a normal list of issues.

Example 2)

Goal: You want to see all issues assigned to a team of people. We'll call them Fred, Barney, and Wilma for this example.

Method:a) Choose one of the assignees (for this example, we'll pick Fred) in the dropdown & Click Submit

b) See Example 1(b) for explanation

c) See Example 1(c) for explanation; resulting address is: searchform.jsp?searchText=CastIMS_advanced_search&type=all&assignee=25

d) In this case, we want to add values to the "&assignee=25" section

e) See Example 1(e) for explanation

f) See Example 1(f) for explanation - we'll need to repeat this step for both Barney & Wilma

g) See Example 1(g) for explanation - in this case Barney is #9 and Wilma is #18

h) See Example 1(h) for explanation, but this time instead of adding "&curr_status=5" to the end of the address, you will want to add "&assignee=9&assignee=18" (two separate entries for the two additional people), resulting in the following address: searchform.jsp?searchText=CastIMS_advanced_search&type=all&assignee=25&assignee=9&assignee=18

i) Goal met

NOTE: This "trick" is not limited to a single field in a given address - that is, if you wanted to find all issues assignee to Fred, Barney, and Wilma in a status of IMPLEMENTED or CLOSED, the two examples above can be combined, resulting in an address of: searchform.jsp?searchText=CastIMS_advanced_search&type=all&curr_status=4&curr_status=5&assignee=25&assignee=9&assignee=18