Search for Actions

Use the advanced Search Actions feature to search for actions linked to records across your organization.

To search for actions:

1. Navigate to the Activity Zone.
2. In the Search Activity Zone field at the top, enter Search Actions.
3. Click the Search Actions link that displays on the page.
4. On the search window, enter your search criteria in the Search pane on the left.
5. Optional: On the search toolbar, click Add 'Or' Search to add an OR search.
   When you add an OR search, the system returns results that match both sets of criteria. This is useful if you want to search for records using multiple values for selected fields. For example, you can search for records that have different statuses, or linked to different projects.
6. Click Run Search.
7. Optional: Do any of the following:
   • To view an action, click any of the action field descriptions.
   • To save the search so that you can quickly run it in future sessions, click Save Search.
   • To export the search results to an Excel spreadsheet, click Excel Report.