Search using the Advanced Search

You can use the Advanced Search to apply different filters to your search and get better results.

To use the Advanced Search:

  1. In the Navigation bar, enter keywords, an ID, or filename you want to search for in the Search for field.
    You can also use operators in the Search for field. For more information on them, see Operators and wildcards for search.
  2. (Optional): If you want to restrict your search for keywords, select where to search for keywords from the Search in drop-down list.
    You can use this to limit the search to keywords in places like titles or filenames.

    The items in the drop-down list are indexes. The configuration of your deployment determines what indexes are available. Ask your administrator if you want to search in additional indexes.

  3. Click Advanced Search Filter icon.
    The Advanced Search side panel opens with the keywords and selections you made.
  4. (Optional): Expand and apply filters to narrow your search.
    You can apply any combination of the following filters:
    • Object Types: Use it to find only specific types of objects.
    • Context: Use it to search within the context map.
    • Status: Use it to find objects with specific statuses.
    • Checked out by: Use it to find objects checked out by you, specific users, or no one.
    • Last checked in by: Use it to find objects last modified by a specific user.
    • Last check in date: Use it to find objects modified before, after, or between specific dates.
    • Assignments: Use it to find objects assigned to or assigned by specific users.
  5. Click Search.
    The search results appear in a Dynamic Grid. More results load as you scroll down. The search criteria that you used are shown in chips at the top of the page.
  6. (Optional): Use the Dynamic Grid to sort or filter the results.
    Important: If you use the Dynamic Grid to apply a filter or sort the results on the Search page, only the objects that have loaded are sorted and filtered. Scroll down to load more results and sort or filter them.
  7. (Optional): To save the search query, bookmark the page in your browser.
    Bookmarking the page saves the search parameters you used for the search. Each time you open the bookmark, the same search automatically runs again.
    Note: Since the search runs each time you open the bookmark, the results update each time.

    For example, you save a search for objects modified in the last 7 days. On the day you open the bookmark, the results show the objects modified in the 7 days before that day.