You can save searches in a browser and run them at any time by selecting Searches from a toolbar menu in a form. You can also make recent searches and defined searches available in a browser. You can load each type of search criteria into a form, and update the search criteria before you execute a search. You can run all searches across multiple sessions.
Methods for running searches
You can run a search using any combination of the following methods:
- Finding a request by example — The easiest way to specify search criteria is to fill in fields and select choices and option buttons to match the requests that you want to find. You can specify values for more than one field. The more fields that you fill in, the more specific your search becomes. The system searches for requests that meet all the criteria and displays them in the Results pane.
For more information, see Finding a request by example.
- Advanced search bar — You can use the advanced search bar to define a more complex set of search criteria. For example, you can search for all requests with two different values in the same field. You can use the search bar together with fields in a form to specify search criteria.
The advanced search bar appears at the bottom of the browser window when you click the Advanced Search button on the toolbar.
For more information, see Using the advanced search bar.
- Parameters — Enter a parameter enclosed in dollar signs ($) in the field. For example, so that you can specify the submitter each time that you run the saved report, enter the prompt text $Enter User Name$ instead of a specific name in the Submitter field. When you click Search, you are prompted to enter a sample value for this parameter. A parameterized search works best when it is saved. Saving the search enables you to enter different values each time a search is performed.
To run a search
- Open a form in Search mode.
- Enter the search criteria in the form fields, in the advanced search bar, or a combination of both.
- Click Search.