Build Search Functionality into Updates

Forum|Forum|3 years ago
October 24, 2022
9 replies
1740 views

Description - Many of our users are expressing pain points when it comes to finding specific information related to communications made on a project.

Why is this feature important to you - Having transitioned from Outlook and Teams for project communication, users are used to having the ability to track down keywords and important info with the use of the search capabilities.

How would you like the feature to work - Add a search button and field on the Updates Page in each of the elements of Workfront, ie. Projects, Task, Issues, etc. This search function would be able to show the updates that contain the Searched information.

Current Behaviour - Currently, in Workfront, users are having to use valuable working time to scroll through sometimes lengthy Update feeds to try to find the necessary info, which is made more difficult by the auto-collapsing functionality of threads.

Thanks for the consideration!

Workfront

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KathyHa

Level 2

Yes please!

This!

Yes please!

Level 2

@ncdd23 This is currently possible through reports and dashboards. If you build a report to search for updates then add it to a dashboard and add the dashboard to the layout profiles of your users they can use the dashboard to search updates for specific content.

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ncdd23Author

Level 2

@alexa_m_psu that is a good idea and a great temporary solution! Thank you for the recommendation!

However, the idea I submitted is to build in the search capabilities into the Updates page itself. Simplify the process by adding a magnifying glass and search bar like in many other places across the Workfront system.

William--

Community Advisor

Alexa's suggestion is perfectly sufficient to meet this need.

My only feedback would be that it doesn't necessarily need to be a prompted notes report. A non-prompted report will automatically filter notes to just the object being viewed, and as long as the report is built with a well-designed view, the Quick Filter can be used to quickly narrow down the list of notes.

This is what it looks like in action:

If you like my content, please take a moment to view and vote on my Idea Requests: https://tinyurl.com/4rbpr7hf

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ncdd23Author

Level 2

@william-- Wow that is a very nice looking report! Would be great to know more about how you made that, if you're willing to share!

I agree and am glad to know our need can be accomplished via a report/dashboard.

However, I still stand by the idea to integrate search directly into the Updates pages. This saves steps and clicks, is more intuitive and user friendly, which ultimately would lead to happier users.

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KevinQu1

Level 10

I'm able to use the browser's find function for this purpose. Am I missing something?

(I mean built-in would be great, but I'm used to using the browser's find for this kind of task…)

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MRHarper

Level 2

Love this idea! I constantly search update for comms I want to copy.