Advanced Searches
Use the Advanced Settings options to access additional features for creating a search, including the ability to select AND/OR operators, group multiple conditions, nest the groupings, build SQL Where Clause searches, and view a search as plain text.
Depending on your record level security, you can use the Advanced Search feature in the Projects hub to view project levels (projects, phases, tasks, or all levels) for each search condition. In the Record Results section, you can choose how you want your records displayed. In the Record to Display drop-down list, select a project level option to display returned records arranged by project level. In the List View Display drop-down list, select a display option to list project level records in either a hierarchical structure or a flat list, in both the Record Results grid and in list view for saved or ad-hoc Selection searches.
For more information, see Display Search Records by Projects Levels in Advanced Project Search.
Videos
Title | Description |
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Learn how to perform basic searches. |
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Learn how to create advanced searches, including how to use conditions, to filter the scope of the results. |
- Related Topics:
- Group Search Conditions
When using Advanced Settings, you have the option to group multiple conditions for a search. This sets the order of operations in the search query and enables you to embed conditions and create different levels of the search. - View Search Settings as Plain Text
Use the Plain Text feature to view a search's criteria in a readable format. - Build an Advanced Search
Use an advanced search to find records based on multiple fields and operators and advanced settings for grouping conditions.