Perform an Advanced Search

Use this procedure to enter additional criteria that limits the data retrieved by the search. It provides you with comparative operators to further narrow down the number of displayed records. Before proceeding, see Advanced Search.

For more information on search types and options, see Search Overview.

Searches that include wildcard characters, such as an underscore "_" or a percent sign "%" need to have brackets around the characters to be recognized as a character rather than as a wildcard. For example, if you are searching for something with a percent sign, enter " 42[%]."

To search using the Advanced search, complete the following steps:

1. Beside the Search field, click . A search dialog box displays.

2. From the Display Type drop-down list, select Advanced. The Advanced search criteria grid and related options displays.

3. From the drop-down list in the Search Field column, select a value (for example, Contract Name). The drop-down arrow displays when you click a cell in the column. Alternatively, you can enter a character that matches the first letter of the field name that you want to find. The first record that matches your criteria displays.

4. Enter a comparative operator using the drop-down list in the Operator column. The drop-down arrow displays when you click a cell in the column. Alternatively, you can enter a character that matches the first letter of the operator name that you want to find. The first record that matches your criteria displays.

   For an Advanced search, you can implement searches such as "Is Me" and "Is Not Me." For more information, see Advanced Search Operators.

5. In the Search List column, click a cell to display and then click the icon to display a search dialog box that corresponds to your Search Type selection.

6. In the Search List dialog box, highlight the records you wish to display and then click Select.

7. From the drop-down list in the Cond column, select either AND or OR logical operator. The drop-down arrow displays when you click a cell in the column.

8. Click Search. A list of all records matching your search criteria displays.

   If you cannot see the search result grid, click the Show Result List.

9. Click Select All to display all records, or highlight only those records you wish to display by pressing the CTRL and SHIFT keys at the same time and then clicking Select. The first record that matches your criteria appears.

You can also take any of the following actions in performing the advanced search:

• Move the opening and closing parentheses to control the order in which the advanced criteria lines are executed for a given search.

• Click the Move Up and Move Down buttons to arrange the order of your search criteria.

• Click the Insert, Copy, and Delete buttons to modify your search criteria as needed.

• Select Display Search Text to replace the search result grid with a text box containing a readable, color coded, indented version of the current Advanced search. This display allows you to see the entire Advanced search and how nested levels of the search (based on parenthesis) relate to each other. This check box is not selected the next time you click Search.

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