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, enter the following information:
- In the Advanced Search field, select a predefined search string from the drop-down list.
For more details on how to setup predefined Advanced Search strings to include in the drop-down list, see Creating Advanced Searches.
- In the category filter grid to set one or more category filters as follows:
- 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.
- Select any of the following buttons to manage the category filters:
- Select Save As to save a category condition.
- Select Reset to discard all category conditions entered in the grid.
- Select Remove to remove a category condition.
- (Optional) In the Filter by name field, enter search text to further refine your search, and then select Search.
- In the Search Results area, view the search results and select the item that you want to view.
- In the Advanced Search field, select a predefined search string from the drop-down list.