Cross Project Searching

Each FootPrints Project is contained in a separate sub-database.  Each Project has its own fields, users, and other options.  You may be a member of one Project or you could have membership in several Projects.  If you are a member of two or more Projects, 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 Projects. 

NOTE

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

Some characteristics of cross Project searches include:

• You can only search on fields that exist in all selected Projects.
• You can only sort on fields that exist in all selected Projects.
• You can select any field from any Project as long as it does not exist in multiple Projects with conflicting types.
• The Quick Action Checkbox dialog is not shown.
• The Project Totals scoreboard and Global Issues list is hidden.
• Issues from your default Project are always listed first; subsequent issues are ordered by ascending Project number.
• If you choose to view the details of an Issue from a different Project, that Project is displayed.
• Cross Project searches may be saved as personal or shared.
• You can only see shared searches that include Projects 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 Projects.
• Cross Project searches do not work for a person who is an Agent in one project and a customer in another.  If an Agent performs a cross Project search, the results do not contain Issues from the Project in which the Agent is a customer.

Create a Cross Project Search

1. Select Search | Cross Project from the FootPrints Toolbar.
2. Included Projects—Highlight the Projects to be included in the search.  Hold down the CTRL key to select multiple Projects.  Click GO when you are finished.  The Search Criteria page is displayed.
3. Criteria—Cross-Project 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 project.
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 Project under the Project name.

Note on Permissions

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