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Using Advanced Search

Most views offer an advanced search function. The available search modes are Detailed Search and Custom Query. The default search mode is Detailed Search.

To find a record using the detailed search:

  1. Open the view you want to search.
  2. Click Search. The Advanced Search dialog box opens.
  3. Type the exact search term in the relevant field. Some fields can accept a comma-separated list of values.

  4. If you enter values into more than one field, set Query Using a logical operator:

    • And: The results must contain all search terms
    • Or: The results must contain at least one of the search terms

  5. To use a wildcard search instead:

    1. Set Wildcard Search to Yes.
    2. Type a regular expression in the desired search field.
  6. Click OK. The results of the search appear in the view.

To find a record using a custom query:

  1. Open the view you want to search.
  2. Click Search. The Advanced Search dialog box opens.
  3. Click Custom Query.
  4. Click +Add Condition or +Add Group. A set of input controls is displayed.
  5. In the first (left-hand) drop-down list, select the field to search.
  6. In the second drop-down list, choose the type of evaluation to perform, such as Equals, Not Equals, In List, or Not In List. To use a regular expression in the value, select Matches Regex or Does Not Match Regex.
  7. In the text box, type one or more values for the search. Separate each value by a comma. Unless you're using Matches Regex or Does Not Match Regex, the values must match exactly.

  8. Add additional conditions or groups as needed. For each, select the relevant logical operator (AND or OR).

    Advanced Search dialog in Custom Query mode. A query is built using logic operators. The first line sets a condition where Name equals "Some Policy Name." An "OR" operator connects this to a secondary container labeled Group 1. Inside Group 1, two conditions are joined by an "AND" operator: Maximum Discount equals "15," and Discount Type not equals "BOGO."
    Figure 1. The search results will include Some Policy Name or a combination of max discount of 15 and a discount type other than BOGO.

  9. To remove a condition or group, click its Delete icon ().

  10. Click OK. The results of the search appear in the view. Fields with excluded values are indicated with red. Fields with included values are indicated with blue.

    Example

    A custom query includes two conditions using AND:

    Field Evaluation Value
    SKU Not In List 00000000000004-761238,00000000000005-630158,00000000000009-752289,00000000001765-750840
    Internal Code Equals 750073

    The result is:

    Products management screen displaying a data table. The top toolbar provides controls for entry counts, sorting, and searching. Below this, two active column tags—"SKU" highlighted in red and "Internal Code" in blue—correspond to the colored column headers within the grid. The table displays two filtered rows of coffee products with columns for Actions, Name, Description, Cost, Dates, and UPC.

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