Searching Using Additional Attributes

Many search dialogs include a More link that adds additional search criteria to the page so you can search by any attribute of the type of item you need to find. You can include details about as many attributes as you want.

If you do not want to use a specific attribute, leave its value as *.

Before you begin: Open the search page for the needed type.

  1. From the global toolbar, click Search > Sourcing then the type.

  2. Click More. The search criteria for the type of search you selected is added to the page.
    More Attributes for Search

    If you need a description of the attributes, the listed attributes are typically shown on the Properties page for the type you're searching for.

  3. For each attribute that you want to include in the search criteria, choose an operator and enter the data you want to search on:

    1. Choose an Operator.

      For text attributes:


      • Begins with. The system looks for attributes whose data begins with the text you enter (like including a wildcard * at the end of the text you enter).
      • Ends with. The system looks for attributes whose data ends with the text you enter (like including a wildcard * at the beginning of the text you enter).
      • Includes. The system looks for attributes whose data includes the text you enter (like including a wildcard * before and after the text you enter).
      • Is exactly. The system looks for attributes with data that exactly matches the text you enter (like not including a wildcard in the text you enter).
      • Is not. The system looks for attributes that do not contain the text you enter.
      • Matches. The system looks for attributes with data that matches text you enter.

      For numeric attributes:

      Is at least, Is at most, Does not equal, Equals, Is between, Is less than, Is more than.

      For date/time attributes:

      Is on, Is on or before, Is on or after.

    2. Enter the data you want to search on in the Enter Value column.

      If range values have been predefined for the attribute, a drop-down list is provided in the Select Value column.

      If the attribute has been configured with units of measure, a drop-down list shows next to the text box. You can search for any value/units regardless of the actual units used to store the data.

      For date attributes, click the calendar icon to select a date.

      If you select Is Between for numeric values, include both values in the Enter Value field, separated by spaces.

  4. At the bottom of the advanced search section, select whether you want to use an "Or" search or an "And" search.


    • Or. Search results contain items that include any attributes specified.
    • And. Search results contain items that include all attributes specified.

    For example, suppose you search for Quotations and specify the following attributes:

    • Current state is Returned
    • Owner is your username

    If you select "And," the search results contain only those Quotations that in the Returned state that you own.

    If you select "Or," the search results will show all Quotations with in the Returned state, regardless of whether you own them (although you must have access to them). It will also include all Quotations that you own, regardless of the current state. "Or" searches often produce a larger number of results than "And" searches.

  5. Continue with the procedure for the type you are searching for.