Provide a way to search report templates by title, keyword and tag

22

We have lots of report templates and despite our best efforts to label them and organize them into folders, it's still hard to find the right one.  It's actually pretty easy to run a report once you have found the right template, but I think the complications of trying to figure out which template you need is a real barrier for our users.

We would like to be able to search for template by keyword, across all folders but with the option to limit by folder.  We'd also like to be able to assign tags to templates.  When you get the search results, you should see what folder and subfolder the template is in (in case you'd like to see others in the same categories, but you should also be able to select the template and use it to create a new report right from the search results.

In other words -- we should have the same search options for report templates that we have on this site for searching for ideas!

Category

Status: 
Completed development

Comments

Re: Provide a way to search report tempates by title, ...

I think this is an excellent idea as many of the reports are somewhat similar and it is difficult to filter through and find the exact report you need.  I would want to make sure I could tag my own reports to help members of my staff find reports that we have already set up.

Re: Provide a way to search report templates by title, ...

Moderator

Dan Pearl has some of this on his project list to work on.   In our initial go around, we are  looking at adding a simple search box to search the title and description of templates and can provide further details as we move along.

Re: Provide a way to search report templates by title, ...

Moderator

I'm moving this idea to planned development as a result of the December 15, 2016 vote on the MassLNC Development Committee. MassLNC will begin writing up requirements for this project so that the project can be issued for quotes from potential developers. Moving this idea to the planned section does not mean we will definitely fund the project. The final decision will be based on the quotes we receive and the funds we have available for projects.

Re: Provide a way to search report templates by title, ...

Moderator

Preliminary requirements are available at http://masslnc.org/node/3307. I think I could flesh out the tagging feature a little bit more. For example, do we want the text-entry box for tags to pop up with existing tags that match the letters that have been typed? It could be useful, but it could also lag in performance. I have the same question when adding tags to the search box.

Also, do we just want to provide a text-entry box for the tags or do we also want to provide an interface where we could provide some kind of tag cloud (similar to the one in the right sidebar of this page).

Re: Provide a way to search report templates by title, ...

Moderator

I'm withdrawing my question about displaying the tags in a cloud or some other fashion. We are using aging technology in the reports interface, even when we move to the web client, and it turns out that we're limited in what we can display here. We're looking at one search box along the top of the screen with the ability to search by title, description, tag, or all fields. We can limit by folders in this interface, but, when we display results, we need to stick with the fields that currently display when we view templates from a folder. In other words, the results themselves won't list the folder in which it is found.

I do need more clarification around tagging behavior. Here's the question:

1. Should people only be able to add tags to their own templates, or should there also be a permission allowing them to add tags to templates owned by other people that have been shared with them?

2. If they are allowed to add tags to templates owned by others, do they only see their own tags or are the tags global, meaning they can see all the tags applied to a template no matter who added them?

Re: Provide a way to search report templates by title, ...

Moderator

Also adding a note that we need to include a requirement that users can only retrieve reports that they own or have been shared with them.

Re: Provide a way to search report templates by title, ...

Moderator

Moving this idea to Under Development. MassLNC has signed a contract with Evergreen developer Bill Erickson to perform this work.

Re: Provide a way to search report templates by title, ...

Moderator

Moving this idea to our Implemented Ideas area since it will be available in 3.0. Thanks all!