Running searches


The following types of searches are available:

  • Saved searches—Searches that you can create and save for a form.
  • Recent searches—Searches that you have executed recently.
  • Defined searches—Searches that your administrator defines.

You can save searches 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

Run a search by using the following methods:

Search method

Description

Finding a request by example

The easiest way to specify search criteria is to enter information in the fields in a form 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 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

Use the advanced search bar to define a more complex set of search criteria. 

Search for all requests with two different values in the same field. To narrow down the search results, use the search options in the search bar in addition to adding the search criteria in the form.

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 a form field.

For example, to specify the name of the submitter each time 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. By saving the search, you can enter different values each time a search is performed.

To run a search

  1. Open a form in the Search mode.
  2. Enter the search criteria in the form's fields, in the advanced search bar, or a combination of both.
  3. From the toolbar, select Searches > Run My Searches, Run Recent, or Run Defined.
    221_search_select.png
  4. Click Search.
    The system runs the search and displays a results list.
    221_search_results.png

 

Tip: For faster searching, add an asterisk to the end of your partial query. Example: cert*