Tips for Searching in Fields on the Advanced Search Page

Your administrator determines which fields are available for searching in the Fields area of the Advanced Search page. For information regarding various SBM fields, refer to Process App Elements.

The following tips apply to specifying search criteria for these fields:

• Search results are based on all search criteria. For example, if you specify keywords and select a particular user from the Owner field, items that contain both the keywords AND are owned by the user you selected are returned.

• To improve performance for a keyword search, specify additional search parameters for fields. For example, refine your search criteria by specifying a date range for submit dates.

• The project that you select determines which values are available for selection-type fields, such as User fields and the State field. This applies only to fields that are not set as searchable. Project selection has no effect on relational fields.

• Field-level dependencies are available on the Advanced Search page. If both the independent and dependent fields of a dependency are placed on the Advanced Search page, the dependency as established in the selected project is honored.

• Depending on administrative settings and the number of values available for selection-type fields, you may be able to search for values. If a search icon is available next to a field, enter the search criteria, and then click the icon to perform the search. Any matches populate the drop-down list for you to make a selection. For details, refer to Finding Field Values.

• You can select multiple values for selection-type fields. For single selection fields, such as User and the State field, all items containing one of the specified values are returned. For multi-selection fields, such as Multi-User and Multi-Relational fields, all items containing any of the specified values are returned.

• If the Item ID field is available, you can type the entire Item ID, including prefix, or only the numeric ID.

• If the Active/Inactive field is available, the default selection is determined by the Advanced Lookup Defaults option in your user profile. You can change this default selection as needed.

• You can narrow the dates for your search criteria by using the greater-than-or-equal to operator (>=) or less-than operator (<) available with Date/Time fields.

• When specifying search criteria for Date Only and Date/Time fields, you can use the Calendar pop-up window to select a date.

• You can use date/time keywords to specify search criteria for Date/Time fields. For a list of keywords, refer to Using Date/Time Keywords.

• Text fields included on the Advanced Search page are treated a bit differently than keyword searching. Items containing the search criteria are returned, but phrases must be exact. For example, if you search for the phrase "server crashes on reboot," that exact phrase must be available in the Text field that you are searching for an item to be returned. In addition, wildcard characters do not apply.