Use the advanced Search Actions feature to search for actions linked to records across your organization.
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On the header bar, click
Activity Zone.
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In the Search Activity Zone field at the top, enter
Search Actions.
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Click the
Search Actions link that displays on the page.
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On the search window, use the Search pane on the left to enter the criteria that you want to search against.
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To add an OR search, click
Add 'Or' Search on the toolbar.
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.
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Click
Run Search.
- 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.