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Planview Customer Success Center

Text Field Enhancements

The following enhancements have been added for text fields:

Content in Text Fields is Searchable

Introduction

Content in Text Area/Rich Text Area fields is now searchable.

Benefits

Use the Global search to find content from Text Area and Rich-Text Area fields (standard and custom) in different object types; Work Items, Cases, etc.

How it Works

Setup

In the Field properties, select the Searchable checkbox. It is disabled by default.

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How to use it

In the this example, the project's Description is 'New chicken feed brand testing'.

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Enter the search query in the Global Search (can be partial string), and click Enter (or click See more Results) to view the full search results.

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The returned results include the related Project.

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Filter Rich-Text Areas by Content/No Content

Introduction

You can now filter rich-text area fields by fields with content, and those without (blank).

How it Works

Click on the column header to select the Blank or Non-blank filter.

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