How do I Search for Event?

Updated on May 29, 2020 03:28AM by Admin

  • Log in to your account. Click on the Calendar from the left navigation panel. You can perform both Simple Search and Advanced Search in the Calendar Activity of Apptivo.
Home Page

Simple Search

  • Simple Search allows you to search using a search field located in the header bar. It takes one search string as input. Consider searching for an event based on Event name – Name of the event.
Simple Search

  • Results will be displayed as shown in the image below:
Search Results

Advanced Search

  • Select the Search dropdown in the header bar to redirect to the Advanced Search side panel.
Advanced Search

  • Advanced Search in the calendar allows you to search using the fields shown below
    • Show – Select the preferred category such as my events, all events, my team’s events, and employee events.
    • App – Select the preferred object from a predefined list, such as contacts, customers, cases, etc. For instance: Projects
    • Status – Select the preferred status from a predefined list, such as not started, scheduled, in progress, completed, and aborted.
    • Start Date – Start date range.
    • End Date – End date range.
    • Created by – Name of an employee.
    • Modified by – Name of an employee.
    • Location – Created location.
    • Billable – Choose whether the event is billable or not.
    • Created on – Mention the Created date.
    • Modified on – Mention the Modified date.
  • Here, the advanced search is performed based on the start date.
Advanced Search Side Panel

  • Results will be displayed as shown in the image below:
Search Results

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