Running a Search

The Search icon on the global toolbar menu opens a page that allows you to enter critiera on the top, and displays results on the bottom.

If your installation is configured to use indexed search, see Running an Advanced Search (Navigation Mode) for help. In addition, this search page is used in many places to find data for a field in a dialog box.

Related Topics
About Searches
Running an Advanced Search (Form Mode)
Selecting a Type
Working with Collections

  1. From the global toolbar, select > Search.

    Or

    Select Add Existing from the page Actions menu or toolbar.

    Or

    Click next to the field where you need to search for a value.



    You can click Reset at any time to clear all criteria fields.

  2. Enter criteria as needed; you can use wildcards and enter multiple values (separated by commas) in any text field. Depending on your installation setup and where you selected to search, you may see additional or fewer fields:

    Field How to Enter Value
    Type Click and select the needed type if you need to change the type shown in the text box. If you change the type, the values available for the Policy field are updated to list only those policies that support the selected type.
    Owner Click and select the name of the person who owns the object.
    Originator Click and select the name of the person who created the object.
    Title Enter the title of the object (the title may be different from the name).
    Name Enter the name of the object.
    Policy See Step 3.
    Modified See Step 4.
    Revision

    Enter a specfiic revision level, or check the needed box:


    • Highest. Searches for the most current revision of the object.
    • By State. Searches for the current revision in the selected state.
    State Click to restrict the search to objects in a specific lifecycle state. Select the needed state, then click .
    Originated Click to search for objects created within a specified time frame. This field works the same as Modified.

  3. To select a specific policy:

    1. Click . Not all Types support more than one policy:



    2. Click the needed policy.
    3. Click . If you change the policy, the values available for the Current field are updated to list the states in the selected policy.

  4. To specify the date range to search for objects modified within a specific date range:

    1. Click .



    2. Select a comparison operator from the drop-down list: = (equals), > (greater than), < (less than), or Between.
    3. For all operators except Between, select a date from the first calendar field.

      For Between, select a date for both calendar fields.

    4. Click .

  5. Use the Limit to text box to specify how many items should be shown in the search results. For example, if you limit the results to 50, the system will get only the first 50 items from the database that match your criteria. The maximum is by default 1000, but may vary depending on your installation setup.

  6. Click Search. The bottom of the page displays the results that meet your criteria. See Search Results.

  7. To save the search criteria, including the Type and Attribute selections:

    1. Click > Save As.
    2. Enter a name for the search, or select an existing search to overwrite it.
    3. Click Done.

  8. To re-execute a saved search, click and click the name of the search.

  9. To add selected items to a collection, click Collections, and then click:


    • Add to Clipboard Collection. Adds the items to your clipboard collection.
    • New / Add to Collections. Opens the Select Collection dialog.

  10. If you started the search using an Add Existing command or button, select the needed objects and click Submit.