Add a Field to a Search

Use the Search Criteria grid to specify the fields, operators, and values that you want to include in the search.

Prerequisites: Create a new search or open an existing search.

To add a field to a search:

1. Click the Add Field button to add a new condition (row).
2. Add conditions for the search on the Search Criteria grid:
   • Field: Use the Field column to select a field to include in the search. (For example, Project Number or Employee Name.)

     This list includes both standard and user-defined fields. You can type part of the field name to find it or use the drop-down to locate the desired field.

     The list defaults to display with the first folder expanded. Click Collapse All to close the list so only the top level displays or Expand All to view all available fields.

     For projects only, you can select what level of the project you would like to search - project, phase or task.

   • Operator: Select a comparative operator, such as "=" or "Contains". The operators that display are based on the type of field selected. For example, an employee lookup has an operator for "is me" and a date field has an operator for "is today."
   • Add Value: Enter the value you want to include as the criteria.

   All new searches default to display the Status = Active criteria as the first condition. You can delete this condition if it is not applicable to your search.

3. Repeat Steps 1 and 2 until all conditions are added.

   When you enter multiple conditions for a search, those search criteria are joined by an implied AND. This is for a basic search that does not require grouped criteria or any type of advanced settings. For more information on advanced settings or on grouping conditions, see the Build an Advanced Search and Group Search Conditions help topics.

4. If you do not see a list of matching results, click the Show Preview: toggle to display the search results:
   • The Search Results Grid displays a list of all records matching your search criteria. These records also display when you use the Select Searches List on the main form for a hub record or in the Records Included list on the Reports tab or form for a specific report.
   • Some searches have a link to show the number of results. The Show # of Results field displays the total record count for the Results grid. This number is dynamic based on the criteria in the search.

Post-requisites: Save a Search