Searching for Items by Keyword or Submitter

You can perform basic searches for primary items in the selected application. You can search either by keyword or by submitter in one or more projects.

Tip: For more search options, click the Advanced Search link on the Search view to open the Advanced Search page. For details, refer to Using Advanced Search.

To search by keyword or submitter:

  1. Click the Application tab that contains the primary items that you want to find.
  2. From the navigation pane, click the Search link, and then click Search by Keyword or Search by Submitter. The Search by Keyword or Search by Submitter page opens.
  3. Use the following options 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.
    Submitter The Submitter field contains all users who have privileges to submit items to any project in the system. Use this option to find items submitted by a particular user. Enter the search criteria, such as a user's name, part of a user's name, or an asterisk, and then click the search icon. Any matches populate the drop-down list for you to make a selection.
    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.
    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.
    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.
    Active/Inactive This applies to all primary tables that contain an Active/Inactive field. Select Both to search for active and inactive items; select Active to search for active items; or select Inactive to search for inactive items.
  4. Click Search. Items matching your search criteria are listed on the Search Results page. For details, refer to Saving Basic and Advanced Search Results.

After executing your search, click the Back to Search link to return to the search page and modify your search criteria as needed. Each time you return to the search page after performing a search, the page contains criteria from your previous search.

Related Topics

Viewing Basic and Advanced Search Results

Tips for Using Search Features

Searching for Items by ID

Using the Advanced Lookup Tool

Using Global Search