Performing advanced searches

Perform an advanced search to find items that match specific criteria, such as field values. You can add multiple criteria in restrictions to find exactly the items you are looking for. You can also narrow or broaden a search, or exclude criteria from a search, using Boolean logic.

1. Click , click More to expand the search options, and then click Advanced search.

The Advanced Search dialog box opens.

2. Click Add to add a restriction, which contains the criteria items must match to be included in search results.

The restriction fields are displayed. You can add up to 20 restrictions to a search.

3. Select a field from the Restrict by list.

The options change based on the selected field. See Using restrictions to narrow filter and search results.

4. Select the restriction options.

5. Optionally select NOT/AND/OR operators and parentheses to build Boolean logic for the search. See Using Boolean operators in filter and search restrictions.

6. Add any additional restrictions to narrow the search.

7. Click Validate to validate the search criteria. Click OK if the criteria is valid.

• An error is displayed if the criteria is not valid. Click OK to return to the Advanced Search dialog box and correct the error.
• Click Delete All to clear all restrictions and start over.

8. Click Save as New Filter to save the search criteria as a filter. This is helpful if you frequently perform the same search. See Adding filters.

9. Click Search.

The Find Results filter is applied.

• If matching items are found, the items are displayed in the list.
• If matching items are not found, the list is empty.