Advanced Search

Option

Description

Insert

Click to add a filter or criteria line to the grid. The added line displays below the current line, where the control prompt (triangle symbol) displays. Inserting the line rearranges the order of the advanced search.

If the grid is empty, only the Insert button is enabled on the grid toolbar.

Copy

Select a criteria line and then click this button to add a new line to the grid. The new line contains exactly the same data as and displays below the original line.

Move Up

Select a criteria line and then click this button to move the line up in the grid. If the selected line is already at the top of the grid, clicking this button does not change anything.

Move Down

Select a criteria line and then click this button to move the line down in the grid. If the selected line is already at the bottom of the grid, clicking this button does not change anything.

Delete

Select a criteria line and then click this button to remove the line from the grid.

Field Name

Description

Parenthesis ()

Parenthesis control the order in which the advanced criteria lines are executed. The opening parenthesis displays at the beginning of each advanced grid criteria line and the closing parenthesis before the Condition (Cond) column at the far right column of the advanced grid criteria line.

Search Table

Search a field from the Control Account, Workflow, Project, or Work Package table.

This column is not available in the Project search.

Search Field

Select a field that contains all available fields in the Workflow table, Control Account table, Project table, Work Package table, or Activity table, depending on the form where you access the search.

When creating an advanced search, this column contains a list of fields available to build a filter. The list of fields include special calculated fields but not include UIDs or internal values.

• If you select a date field, you could pick a date by clicking the calendar icon at the right of a particular cell in the Search List column.  

• If you select a role field, you could use a lookup to search for it based on the Search text for existing names in that role.

• If you select a currency field, you could enter an amount in the corresponding cell of the Search List column.

• If you enter non-amount value, you could use a lookup as well as enter Search text to find records to select from the Search list.

• If there is a user field in the Search Field drop-down list, two related fields display. The first listing contains the field name (like Control account manager); the second listing contains the field name with "name" as part of the listing (like Control account manager name.)

• If Search Field contains the first value (without "name") the search occurs in the User ID field.

• If Search Field contains the second value (with "name"), the search occurs in the first name/last name field.

• 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[%]."

This field has the Quick Find functionality. After you enter a character, the Quick Find feature performs a type-ahead search, and locates the record that best matches the characters that you have entered. You can specify either a single character, such as the letter "a", or a string of characters, such as "ab".

For more information on how to search on Control account manager, see Search on the Control Account Manager.

Operator

Select an operator to use in creating an advanced search. The options in the drop-down list vary by search type.

For more information, see Advanced Search Operators.

Search List

Select a value that you want to compare to the value specified in the Search Field column. Alternatively, you can enter a value manually. The displayed values depends on the value that you select in the Search Field column.

Cond

Select one of the following logical operators:

• AND

• OR