Finding Clients

Rollouter provides several tools for finding Clients.

Users can both utilize a Global Search and freely customizable Filters per Rollout.

Furthermore, created Filters may be shared, enabling the team to find specific Clients even easier.

---

Global Search

The Global Search is a Global Feature and can be used from everywhere within Rollouter. It can be accessed by clicking the search icon in the upper left corner or by using CTRL + Space as a shortcut.

Service Desk+ may utilize the Global Search, no further restrictions apply based on Role.

With the Global Search, its possible to search for Clients, Inventories and Tasks.

The User can narrow down his search by checking / unchecking the respective boxes and by selecting one, several or no specific Rollout Project to search in.

Only Rollout Projects the User is part of are selectable.

When accessed from a Rollout-specific subpage, the current Rollout will be pre-selected. Otherwise the "Search in:" field is empty.

Item searched	Properties processed	Result
	Custom & Default Field Values, Client ID	Client Detail View
	Inventory Name	Inventory Dashboard
	Task Name, Task Description, Task ID	Task Slide-Over

---

Client Filters

Client Filters are Rollout-specific. They can be accessed and utilized by Users who are at least Service Desk.

Identifiable by the filter symbol, they may be used on the subpages shown below.

Client Listing

Rollout -> Inventory -> Clients

Inventory Dashboard

Rollout -> Inventory -> Open Dashboard

Client Dashboard

Rollout -> Client Dashboard

Clicking on the filter icon will open the Client Filters Slide-Over.

Here, the User has a number of options to specify his search. Filtering works for both Default and Custom Fields.

Default Fields

Default Field	Field Type	Usage
	Text-Input	Filters for Clients with matching / partly matching Names.
	Multi-Selection	Filters for Clients with one of the selected Assignees. Can also filter for unassigned Clients.
	Multi-Selection	Filters for Clients within one of the selected Workflows.
	Selection	Filters for Clients with or without a Client Flag.
	Multi-Selection	Filters for Clients that are part of the selected Inventories.
	Multi-Selection	Filters for Clients with one of the selected Client Users.
	Multi-Selection	Filters for Clients that are part of the selected Client Groups.
	Selection	Filters for Clients with a signed or unsigned Delivery Sheet.

AND logic applies to the Default Fields among each other.

OR logic applies within the Multi-Selection Fields.

Custom Fields

On the right-hand tab, User can set up Custom Field conditions.

Quite, but not exactly, similar to the Conditional Checklists, the Condition Builder is used to define the conditions that need to be met individually per Client.

It enables the User to combine any number of Custom Field Values and compare them with AND / OR logic.

For the relation between the Default Field conditions and the Custom Field conditions, AND logic applies.

Saving & Sharing Filters

The Client Filters on the Client Listing page, the Inventory Dashboard and the Client Dashboard must be set up by each User for themselves and will reset when the subpage is left.

Client Filters will be kept when reloading the page, since they are stored in the URL.

It's also possible to simply share this URL with Colleagues or save it as a bookmark to access the Client Filter at any point in time.

Active Filters will only reset upon leaving the page or manually resetting them via the slide-over.

In contrast to this, the Client Filters listing page, accessible under Inventory -> Client Filters enables Users to create Client Filters, save them and share them with the Team.

Simply clicking on the Client Filters Name will open the Client Listing with the respective Filter activated.

Filters can be set-up, edited and deleted by Rollout Managers and higher. Modifications are done by selecting the Filter and using the Action button in the upper left.