Search filters in CLMA allows users to further drill down on their search results.
- What contract data does the customer typically use to search for a contract? Example: search by supplier name, effective date, etc. From the initial search results, which fields will typically be used to filter the list of results even further?
- Since Advanced Search can be used for reporting purposes, what sort of reporting data may be required for the advanced search?
- Does contract data required for search form part of the CLMA Unified Contract Model (UCM) data fields or will custom fields be required?
There are three options available -
- My Contracts Dashlet: The My Contracts Dashlet which ships OOTB consists of standard filters that users can use to search for contracts. This dashlet is available from either the user’s User Dashboard or from a Site Dashboard. This is a simple way a user can quickly search for their most recent contracts.
- Advanced Search: The Advanced Search is already designed to allow users to filter their search results. The Search filters can consist of UCM data fields, as well as custom data fields.
- Basic Search: The Basic Search is already designed to allow users to filter their search results. The Search filters can consist of UCM data fields, as well as custom data fields.
Note that for both Advanced & Basic Search, ensure that all data required for search are either part of the UCM data fields used in customer’s template, or that they are captured as custom data fields.
For Design Option 2 and 3 above, some UCM data fields will be available for use as search filters. However, there are other UCM fields that may not be immediately available as search filters. E.g. Payment Terms. In this case, if UCM fields are not available but are required, consider adding the appropriate aspect to the list of search filters.
Things to avoid
Ensure that the customer is aware of the difference between search and reporting. (i.e. the one is used to find a contract and the other is used to perform analysis across multiple contracts). Avoid trying to design the search filters in line with reporting requirements.