Configuring Advanced Search

Advanced Search enables you to customize the fields that are available on the Advanced Search form for primary and auxiliary tables, including archived primary tables. Keyword searching is provided for all search types; project searching is available for primary item and archived searches.

Advanced Search is only available in the SBM User Workspace.

Users can perform advanced searches for the following items, depending on their privileges:

Primary items in the selected application and items in auxiliary tables.
Archived primary items for the selected application.
Notes and attachments in primary and auxiliary tables.

Considerations for Advanced Search

Consider this information as you specify fields for Advanced Search:

Fields you select for Advanced Search are visible by all users who can use this feature.
The Keyword(s) and Project(s) options are always available on the Advanced Search page.
The field order for the Advanced Search page is determined by the default field order of the first project in the table in the project hierarchy. You can change the field order in SBM Application Administrator.
The project selected by your users determines which values are available for selection field types, such as User fields, but project selection has no effect on Relational fields.
To improve performance, you should limit the number of selection fields you include on the Advanced Search page.
To improve performance, limit the number of Text fields you allow for keyword searching. You can add individual Text fields to the Advanced Search page, but they are treated a bit differently than keyword searching. Items containing the search criteria are returned, but users must search for exact phrases. In addition, wildcard characters do not apply.
Instead, consider including Text fields in keyword searches. See Text Field Options for information about the Include field in keyword searches option.

Adding Fields to Advanced Search

To add fields to the Advanced Search page:

Select the Data Design filter, and then select the table that contains the fields you want to add to the Advanced Search form.
Select the Options tab.
Select the Appears on searches for this table check box.