Add a Search Definition

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  1. Either from the Saved Searches window select the FieldTemplateIcon.png or in the Search menu → Advanced Search.
  2. From the Search Target list, select the item that you would like to search.
  3. The search condition defaults to OR. You can change the search condition by clicking the condition in the search criteria pane and selecting OR or AND from the list.
  4. Changing the AND/OR Condition

    Changing the AND/OR Condition

  5. To add a criteria to the search definition, click the Add button.
  6. A row is added to the criteria pane. Each row in the pane represents a criterion. A criterion is comprised of an attribute, operator, and value.
  7. Criterion Components

    Criterion Components

  8. Select the attribute on which you would like to apply a constraint from the leftmost list. The attributes in the list are determined by the item selected from the Search Target list.
  9. Select the operator that you would like to apply to the attribute from the list. The available operators are determined by the data type of the selected attribute.
  10. Depending on field data type either:
    1. Enter a value in the text field beside the Operator list.
    2. If the selected attribute has predefined values such as those available from a list of options, you can click the Options button to view the available options.
    3. If you would like to wait until you run the search to specify the value, check the Prompt checkbox.
  11. Repeat steps 4–8 for each criterion you would like to add to the search definition.
  12. Note.jpg To change the order of a single criterion or an AND/OR group in the search definition (except the first criterion and group combination), select the criterion or group and click the Move Up or the Move Down button.
    Note.jpg To delete a criterion or an AND/OR group from the search definition, select the criterion or group and click the Delete button.
  13. To execute the search, click the Run button.
  14. If you would like to Save the Search definition:
    1. Enter a name for the search definition in the Name field.
    2. Enter a description of the search definition in the Description field.