Searching for Items and Portfolios

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:

1. In any module except the To-Do module, select  Search.
2. In the Advanced Search dialog box, enter the following information:
   1. 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.

   2. In the category filter grid to set one or more category filters as follows:
      1. In each row, select a category, operator, and value for the category filter that you want to apply to your search results.

         Note:

         You can move the pointer over a category name to view the category description in a tooltip.
      2. Use the And/Or column to specify the logical relationships between category filters.
      3. 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.
   3. (Optional) In the Filter by name field, enter search text to further refine your search, and then select Search.
   4. In the Search Results area, view the search results and select the item that you want to view.