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Write a search user guide
Summary: This covers some of the basics and explains the not-entirely-obvious rules for global search. Test Plan: - Read document. - Clicked new help menu link. - Clicked link from "advanced function help". Reviewers: btrahan, chad Reviewed By: chad Subscribers: epriestley Differential Revision: https://secure.phabricator.com/D12517
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@ -46,10 +46,14 @@ final class PhabricatorTypeaheadFunctionHelpController
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'more powerful queries. This document explains functions available '.
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'more powerful queries. This document explains functions available '.
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'for the selected control.'.
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'for the selected control.'.
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"\n\n".
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"\n\n".
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'For general help with search, see the [[ %s | Search User Guide ]] in '.
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'the documentation.'.
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"\n\n".
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'Note that different controls support //different// functions '.
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'Note that different controls support //different// functions '.
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'(depending on what the control is doing), so these specific functions '.
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'(depending on what the control is doing), so these specific functions '.
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'may not work everywhere. You can always check the help for a control '.
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'may not work everywhere. You can always check the help for a control '.
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'to review which functions are available for that control.');
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'to review which functions are available for that control.',
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PhabricatorEnv::getDoclink('Search User Guide'));
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$table = array();
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$table = array();
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@ -1,14 +1,20 @@
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@title Jump Nav User Guide
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@title Search User Guide: Shortcuts
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@group userguide
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@group userguide
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Command reference for the jump nav.
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Command reference for global search shorcuts.
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= Overview =
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Overview
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========
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The jump nav provides a quick way to navigate to tools and objects: just type
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Phabricator's global search bar automatically interprets certain commands as
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a navigational command into the box and press return.
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shortcuts to make it easy to navigate to specific places.
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= Supported Commands =
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To use these shortcuts, just type them into the global search bar in the main
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menu and press return. For example, enter `T123` to jump to the corresponding
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task quickly.
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Supported Commands
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========
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- **T** - Jump to Maniphest.
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- **T** - Jump to Maniphest.
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- **T123** - Jump to Maniphest Task 123.
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- **T123** - Jump to Maniphest Task 123.
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@ -25,3 +31,10 @@ a navigational command into the box and press return.
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- **s SymbolName** - Jump to Symbol SymbolName
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- **s SymbolName** - Jump to Symbol SymbolName
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- **task: (new title)** - Jumps to Task Creation Page with pre-filled title.
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- **task: (new title)** - Jumps to Task Creation Page with pre-filled title.
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- **(default)** - Search for input.
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- **(default)** - Search for input.
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Next Steps
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==========
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Continue by:
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- returning to the @{article:Search User Guide}.
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125
src/docs/user/userguide/search.diviner
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125
src/docs/user/userguide/search.diviner
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@ -0,0 +1,125 @@
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@title Search User Guide
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@group userguide
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Introduction to searching for documents in Phabricator.
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Overview
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========
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Phabricator has two major ways to search for documents and objects (like tasks,
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code reviews, users, wiki documents, and so on): **global search** and
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**application search**.
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**Global search** allows you to search across multiple document types at once,
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but has fewer options for refining a search. It's a good general-purpose
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search, and helpful if you're searching for a text string.
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**Application search** allows you to search within an application (like
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Maniphest) for documents of a specific type. Because application search is only
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searching one type of object, it can provide more powerful options for
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filtering, ordering, and displaying the results.
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Both types of search share many of the same features. This document walks
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through how to use search and how to take advantage of some of the advanced
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options.
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Global Search
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=============
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Global search allows you to search across multiple document types at once.
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You can access global search by entering a search query in the main menu bar.
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By default, global search queries search all document types: for example, they
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will find matching tasks, commits, wiki documents, users, etc. You can use the
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dropdown to the left of the search box to select a different search scope.
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If you choose the **Current Application** scope, Phabricator will search for
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open documents in the current application. For example, if you're in Maniphest
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and run a search, you'll get matching tasks. If you're in Phriction and run a
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search, you'll get matching wiki documents.
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Some pages (like the 404 page) don't belong to an application, or belong to an
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application which doesn't have any searchable documents. In these cases,
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Phabricator will search all documents.
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To quickly **jump to an object** like a task, enter the object's ID in the
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global search box and search for it. For example, you can enter `T123` or
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`D456` to quickly jump to the corresponding task or code review, or enter a Git
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commit hash to jump to the corresponding commit. For a complete list of
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supported commands, see @{article:Search User Guide: Shortcuts}.
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After running a search, you can scroll up to add filters and refine the result
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set. You can also select **Advanced Search** from the dropdown menu to jump
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here immediately, or press return in the search box without entering a query.
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This interface supports standard Phabricator search and filtering features,
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like **saved queries** and **typeaheads**. See below for more details on using
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these features.
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Application Search
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==================
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Application search gives you a more powerful way to search one type of document,
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like tasks. Most applications provide application search interfaces for the
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documents or objects they let you create: these pages have queries in the left
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menu, show objects or documents in the main content area, and have controls
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for refining the results.
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These interfaces support **saved queries** and **typeaheads**.
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Saving and Sharing Queries
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=============
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If you have a query which you run often, you can save it for easy access.
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To do this, click "Save Custom Query..." on the result screen. Choose a name
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for your query and it will be saved in the left nav so you can run it again
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with one click.
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You can use "Edit Queries..." to reorder queries or remove saved queries you
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don't use anymore.
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If you drag a query to the top of the list, it will execute by default when
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you load the relevant search interface. You can use this to make your default
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view show the results you most often want.
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You can share queries with other users by sending them the URL. This will run
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the same query for them with all the parameters you've set (they may see
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different results than you do, because they may not have the same permisions).
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Typeaheads
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==========
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Typeaheads are text inputs which suggest options as you type. Typeaheads make
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it easy to select users, projects, document types, and other kinds of objects
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without typing their full names.
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For example, if you want to find tasks that a specific user created, you can
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use the "Authors:" filter in Maniphest. The filter uses a typeahead control
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to let you enter authors who you want to search for.
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To use a typeahead, enter the first few letters of the thing you want to
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select. It will appear in a dropdown under your cursor, and you can select it
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by clicking it (or using the arrow keys to highlight it, then pressing return).
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If you aren't sure about the exact name of what you're looking for, click the
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browse button ({nav icon=search}) to the right of the input. This will let you
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browse through valid results for the control. You can filter the results from
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within the browse dialog to narrow them down.
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Some typeaheads support advanced selection functions which can let you build
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more powerful queries. If a control supports functions, the "Browse" dialog
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will show that advanced functions are available and give you a link to details
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on which functions you can use.
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For example, the `members()` function lets you automatically select all of the
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members of a project. You could use this with the "Authors" filter to find
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tasks created by anyone on a certain team.
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Another useful function is the `viewer()` function, which works as though you'd
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typed your own username when you run the query. However, if you send the query
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to someone else, it will show results for //their// username when they run it.
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This can be particularly useful when creating dashboard panels.
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@ -163,13 +163,11 @@ final class PhabricatorMainMenuSearchView extends AphrontView {
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'href' => '/search/query/advanced/',
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'href' => '/search/query/advanced/',
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);
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);
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/* TODO: Write this.
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$items[] = array(
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$items[] = array(
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'icon' => 'fa-book',
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'icon' => 'fa-book',
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'name' => pht('User Guide: Search'),
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'name' => pht('User Guide: Search'),
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'href' => PhabricatorEnv::getDoclink('User Guide: Search'),
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'href' => PhabricatorEnv::getDoclink('Search User Guide'),
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);
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);
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*/
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$scope_key = PhabricatorUserPreferences::PREFERENCE_SEARCH_SCOPE;
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$scope_key = PhabricatorUserPreferences::PREFERENCE_SEARCH_SCOPE;
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$current_value = $viewer->loadPreferences()->getPreference(
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$current_value = $viewer->loadPreferences()->getPreference(
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