How to use advance search?

How to use advance search?

Advanced Search is a powerful feature that allows users to perform detailed and specific searches within the system. It enables you to refine your search criteria using various filters and parameters, ensuring to quickly and accurately find the information or items you need.

You can use advance search when you want to search with multiple keywords and save the search criteria as a filter.

Global search would be available on the top right corner in all the modules. Let's walk through the different parts of the window:

• Key: The key dropdown menu lists different attributes of filters that you can use to filter your search results. You can select the field/key name using which you need the searched information.

• Condition: The condition dropdown menu lists different operators that you can use to filter your search results. Conditions appear based on the data type of the key selected in the first field.

• Value: Value field allows you to enter the keyword which you want to search. If the selected key in the first field has a range of value or options, those options would be displayed here and you can choose the value to apply the desired keyword.

• AND/OR: This functionality allows you to combine multiple filter criteria.

  • AND: Narrows your search results to items that meet all specified conditions.

  • OR: Broadens your search results to items that meet any of the specified conditions.

Once you have specified the desired search criteria in this advance search section, click on 'Apply' button to apply the filter ans get the search result.

On click of 'Cancel' button, applied search would be cleared and the search component closes.

Clicking on 'Reset' option would clear the search added, but you would remain in the same screen.

How to save applied search filters?

You can specify the search criteria in the advance search as explained in the above section. To save the applied filter, provide a name in the 'Filter Name' field and click on 'Save' icon to save it for future reference as shown below.

Once the filter is saved, you can access it in the Saved Filter section.

How to access the saved filter?

To use the saved filters:

1. Open advance search

2. Go to Saved Filters

3. Use search to search the name of the required filter

4. Choose the filter you want to use to search. Once you choose the filter from saved filters, the search criteria saved for that filter will be displayed in the search criteria section.

5. Click on Apply to apply the search criteria

How to edit the saved filter?

1. Go to Saved Filters

2. If you want to modify the saved filter, click on edit on the corresponding filter names.

3. Selected filter will be displayed on top.

4. Now edit the filter and save it.

Note: Advance search is only applicable to tables; it cannot be used on trees or any other part of the same page. To use search on other sections use the desired search provided in those sections

How to delete the saved filter?

• Go to Saved Filters

• If you want to delete the saved filter, click on delete on the corresponding filter names.