Advanced searching allows users to search for records that meet specific criteria. (For example: You can search for all projects with a specific status or search for all tasks assigned to a specific person). An advanced search can be completed by completing the following steps:

1. From the Collection page, you can perform an advanced search by clicking on the Advanced Search link next to the Text Search textbox. This will display the Filter And Sort window where you can define your search parameters.

    

   
2. In the Filter and Sort window, you can specify your search parameters in the Filtering section and the sort order for the result set in the Sorting section.

    

   

   For example, if you wish to see a list of resources who work in the department of Engineering, you need to specify, as your search criteria, Resources records where the Department field = "Engineering".

   To do this, first click on [Click to select] under Filtering to select the Department field from the Select field window. Leave the operator as equals . Select Engineering from the In the drop-down list. If needed, you can define additional search parameters by clicking on the plus sign and you can remove any by clicking on the minus sign next to the the search parameter.
   

   

   If you want to sort the result set in ascending, alphabetical order, select low to high by from the Sort From drop-down list and click on [Click to select] under Sorting to select the Name field from the Select a Field window. You can define additional sort orders by clicking on the plus sign and you can remove any by clicking on the minus sign next to the sort order.

   Note that this search is case sensitive and must contain the full text of the item you wish to search for. For example, a search for the name Rob will not display records that contain Robert in the name data field. Please see the User Guide section Using Regular Expressions in Search for more information.

3. Click Done at the bottom of the Filter and Sort window. If there were any records found, they will be displayed in the Search Results view, with the first record highlighted. The Form will be populated with the data of the first record found. If there were no records found, the record list and the Form will be empty.
   
4. You can also use Advanced QBE to specify your search parameters.
   
   

    

   
   Here's the same search for Resources in the Engineering department.

If you wish to go back to the previous view, click the drop-down arrow to the right of the View name and select the name of the View that you want to see from the list.  Remember that the default view for a Collection is named "<Collection> View".  You can also refresh the search or view by clicking on the Refresh button.

The results of a Search in the user mode cannot be saved to a new view. Only a user with Author privileges can modify an existing view or create a new view.  To do these, please refer to instructions in The View Editor book page.