You can perform advanced searches for items and portfolios in all modules except the To-Do module.
To perform an advanced search for items and portfolios:
- In any module except the To-Do module, select Search.
- In the Advanced Search dialog box, use the category filter grid to set one or more category filters.
In each row, select a category, operator, and value for the category filter that you want to apply to your search results. Use the And/Or column to specify the logical relationships between category filters.
- (Optional) In the Filter by name field, enter search text to further refine your search.
- Select Search.
- In the Search Results area, view the search results and select the item that you want to view.