With search and search filters, you can find information in your account. Learn the ins and outs of how to search in IT Glue - one of our core features!
As you start typing search terms into the search bar, results begin to instantly appear below it. The maximum number of results is 15. Keep typing search terms to refine your results.
The first results are associated with the Name field of IT Glue items, followed by results for other fields.
Search shows results containing any of your keywords. For example, if you search for hard drive the results will include:
- just the word hard
- just the word drive
- both words
First to display are exact matches of the full term, as if you had put quotation marks around the words.
Search terms with many different matches
The options on either side of the search bar determine the scope of the search, i.e. whether to include all organizations and all assets (the default) or restrict the search to one organization or one type of asset. The next two sections will explain this in more detail.
Filter results by organization
You can navigate to an organization and toggle the search to search just that one organization by clicking the Globe icon to the left of the search bar. You can toggle between a global search (Globe icon), which means searching across every organization, versus searching inside the organization you’re currently viewing (House icon).
Filtering search to an organization can help you zero in on the result you want
Additional search filters
The filters drop-down to the right of the search bar can help you narrow down your results by an asset type.
When you select a filter, IT Glue will exclude results for any other assets.
For example, a search for CRM with the Document filter selected can help you find CRM results that appear only in documents. Otherwise, the search bar will return results for any and all mentions of CRM (in documents, applications, licensing, passwords, etc.) and document results may appear lower in the results.
You can select multiple filters to search for something in a few different places. Let's say you're looking for something, but have only a vague recollection of where to find it. You could modify your search to include as many areas to search as you want.
Partial word (fuzzy) and deep searching
You should search for exact whole words, and avoid partial word searches. For example, searching for serv or even server will not necessarily return a server named server4thfloor (example only, joining words like this is not a good naming convention).
You can use the search bar to find content within any documents your team has created in IT Glue. Names and contents of any attachments are not searched, however.
Refine searches by short name
Sometimes there will be a lot of results that are named similarly and the results shown may not contain the result you want. Another way to refine your search results is by adding the organization short name after your search term.
If you haven't used short names before, this is something you can configure from your PSA. Refer to our PSA field mapping articles to get the field name to populate and then add the short names to your PSA. If you're not syncing with a PSA, you can set up short names in IT Glue by editing each organization. Make sure each short name is easy to remember and a unique identifier.
A few notes
- Press the / (forward slash) key on your keyboard to focus on the search bar.
- The results of your searches will only show results you have access to. Therefore, your colleagues may see different results, even if you’re both searching with the exact same keywords.
- Searches are not case sensitive. All letters, regardless of how you enter them, are understood as lower case.