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 to search for in the Search for field.
    You can also use operators in the Search for field. See Operators and wildcards for search.
  2. (Optional): If you want to restrict your search for keywords in places such as titles or filenames, select the location of keywords from the Search in drop-down index list.

    The configuration of your deployment determines the available indexes. Ask your administrator if you need to search in indexes not in the list.

  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.

      The listed order of objects can be changed to suit customer preferences. Contact your system administrator to change the order.

    • Context: Use it to search within the context map.

      You can also search within specific Products/Libraries and Branches, and you can save the context settings as a default for future searches.

    • 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 criteria that you used are shown in chips at the top of the page and search results appear in the dynamic grid. You can scroll down to load more results, sort, or filter them.
  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.
  7. (Optional): To save the search query, bookmark the page in your browser.
    Note: When you bookmark the page, it saves the search parameters you used. Each time you open the bookmark, the same search automatically runs and the results update. For example, if you save a search for objects modified in the last 7 days, the results show the objects modified in the previous 7 days, based on the day you opened the bookmark.