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ConnectIT Community How To: Filter Search Results

KaseyaKatie
KaseyaKatie Cincinnati, OHMember, Administrator, Kaseyan, Kaseya Staff

COMMUNITY MANAGER

edited July 26 in Community Information

One of the ConnectIT Community features that we use most often around our offices is the "search" functionality. We purposefully instituted a community-wide search so that users can see results of all kinds, including our Knowledge Base articles, Automation Exchange scripts, and much more. We also recognize that many users may want only certain results, so we've put together this How-To to show you how to get the search results you need.

Step 1 - Type your search words or phrase into the search bar, which you can find on any page by selecting the icon with the magnifying glass near the upper right corner of your screen.

Step 2 - Refine your results by post type to only include Discussions.

Step 3 - The "Filter Results" menu on the right side of your screen will update to display "Category". Choose the Category that you want to see results from. Make sure to check the box for "Search Subcategories", and then click on the "Filter" button near the bottom of this menu.

Step 4 - Explore your filtered results.

Questions? Post 'em below.

Comments

  • Eric den Ouden
    Eric den Ouden NetherlandsMember, Managed Service Provider CHOCOLATE MILK

    Searching for content on the previous version of the Automation Exchange was a lot easier than filtering offers in the current version. It used to be possible to filter within the Automation Exchange for Procedures and other options I don't remember, I believe Monitor Sets were an option and more.

    It's a lot of work to find stuff you need and I've heard a lot of complaints about this. Since other stuff is more important at this time this is largely ignored by everyone. I do want to make that point, so it does get addressed, otherwise not a lot of people will use this platform. Look at the Discord channel for Kaseya to see a lively community asking questions and helping each other....

  • KaseyaKatie
    KaseyaKatie Cincinnati, OHMember, Administrator, Kaseyan, Kaseya Staff

    COMMUNITY MANAGER

    @Eric den Ouden - There is an easy to use menu at the top of Automation Exchange that should help you narrow down your choices as described. If this doesn't resolve your questions, will you let us know?


  • Eric den Ouden
    Eric den Ouden NetherlandsMember, Managed Service Provider CHOCOLATE MILK

    The old Automation Exchange had a search option limited to the Automation Exchange. There's no such option now. You can only search the full extent of mostly old and no longer relevant forum discussions and sprinkled in there will be results found from the Automation Exchange. To put it mildly it's a less than optimal experience, frustrating and time consuming are less friendly terms. I encourage you to subscribe to the Kaseya Discord channel and maybe talk to Jonathan. The guys that hang out in that space deserve to be listened to, representing the committed and critical users.