Searching for Items Using Advanced Search

By default, the Advanced Search page is set to search for items in the selected application. To search for items in an auxiliary table, archived primary items, or notes and attachments, select the appropriate table from the Search in Table drop-down list.

For steps for searching for archived primary items, refer to Searching for Archived Items.

For steps for searching for notes and attachments, refer to Searching for Notes and Attachments.

To search for primary and auxiliary items using Advanced Search:

  1. Select the Application tab that contains the items that you want to find.
  2. From the navigation pane, click the Search link, and then click Advanced Search. The Advanced Search page opens.
  3. Use the following options in the Content area to filter your search:
    Field Description

    Use the Keyword box to search for information in Text fields that are set up for keyword searching by your administrator. Keyword searches typically apply to the Title and Description fields, but may include other fields as well.

    For multiple keywords, separate each word with a space. To find an exact phrase, enclose the phrase with quotation marks. To find all items, leave the box empty.

    Asterisks (*), percent signs (%), and underscores (_) serve as wildcard characters. A wildcard character matches zero or more consecutive characters.

    Match All Select this option to search for a match to all the keywords that you typed. This is also referred to as an "and" search, meaning that if you type in two keywords, items containing both those keywords are returned.
    Match Any Select this option to search for a match on any of the keywords that you typed. This is also referred to as an "or" search, meaning that if you type in two keywords, items containing at least one of those keywords is returned.
    Project(s) You must select a project or multiple projects that contain the items that you are searching for. You can use the SHIFT and CTRL keys to select multiple projects in the list. The Project(s) list contains a full list of projects to which you have view privileges, or a list of preferred projects. If you are viewing your preferred projects list, the projects are listed alphabetically.
    Show All Projects/Show My Projects If you have specified preferred projects, your preferred project list appears by default. Click Show All Projects to view the full list of projects that you can view. When the full project list is displayed, click Show My Projects to view your preferred projects. Note that the Show My Projects link is disabled if you have not specified preferred projects for the selected application.
    Manage My Projects Click this link to open the Application Settings page to the My Projects tab. You can then modify your preferred projects list as needed. When you are finished managing your projects, you are returned to the search page.
    Search in Sub-projects Select this check box to include subprojects of the selected project in the query. If one of your preferred projects is a parent project but its subprojects are not in your preferred projects list, subprojects of the parent are searched if this check box is set.
    Search in Table By default, this drop-down list contains the primary table associated with the selected application. Auxiliary tables, archived tables, and the Notes/Attachment table may also be available, depending on your privileges. Select the table you want to search from the list.
    Note: The table you select determines the fields available on the form; if you select search criteria and then select a different table from the Search in Table drop-down list, your selections are lost.
  4. In the Fields area, specify search criteria for individual fields. You administrator determines which fields are available for searching. For tips for specifying search criteria on the Advanced Search page, refer to Tips for Searching in Fields on the Advanced Search Page.
  5. In the Additional Options area, you can select the following option:
    Field Description
    Put Search Parameters in Footer Select this check box to include your search criteria at the bottom of the Search Results page. If you save your search results as a Listing report, select this check box to include your search criteria in the Footer box on the Listing report form. This check box is selected by default.
    Note: The content in the footer does not automatically update if you modify the saved report's search criteria. Therefore, if you modify the report's search criteria, consider updating the report footer as well to reflect the changes you made to the report.
  6. Click Search. Items matching your search criteria are listed on the Search Results page. For details, refer to Saving Basic and Advanced Search Results.

Related Topics

Tips for Using Search Features

Viewing Basic and Advanced Search Results