Global Search Includes Completed Tasks

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  • robbyslaughter
    Junior Member
    • Dec 2017
    • 16

    #1

    Global Search Includes Completed Tasks

    I've searched through the forums and not found anyone else talking about this. If you search for a keyword that is in a Task, Global Search will return all tasks---even those that have been completed.

    Is this something that can be changed? I don't think so at present, but it would be a nice feature for a future version of EspoCRM.

    Of course one can search within the Tasks section itself and filter out tasks with Status = Completed, but it would be helpful to have this configurable for Global search,
  • item
    Active Community Member
    • Mar 2017
    • 1565

    #2
    Hi,

    In Admin/settings General tab, you ccan add Task entity in Global Search "Defines which record types are searchable with Global Search."
    If you could give the project a star on GitHub. EspoCrm believe our work truly deserves more recognition. Thanks.​

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    • yuri
      EspoCRM product developer
      • Mar 2014
      • 9769

      #3
      Currently we don't have such an ability. It's often appropriate to show completed records as well. Having a global parameter to switch between modes might be not the best solution. The question is how to switch between modes without complicating the UI.

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      • robbyslaughter
        Junior Member
        • Dec 2017
        • 16

        #4
        Originally posted by yuri
        Currently we don't have such an ability. It's often appropriate to show completed records as well. Having a global parameter to switch between modes might be not the best solution. The question is how to switch between modes without complicating the UI.
        Something like this is what I would imagine:

        Click image for larger version

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        The left hand side with the dropdown would work as it does for any list search---some predefined options.

        For the right hand side I think you'd need a two level menu, first to list the entities that were configured. Something like:

        Click image for larger version

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