Searches and Filters › Global Search Tool › Perform Advanced Searches

Perform Advanced Searches

Use the Advanced Search page to set additional criteria to refine your search results.

Use the fields and options on the page to narrow your search. You can search according to one or any combination of the criteria. Search results display only for those items you have permissions to view or edit.

To perform an advanced search

1. On the global toolbar, click the Advanced link.

   The Advanced Search page appears.

2. In the General section, enter the following:

   Text

   Defines the text to search. To perform a wildcard search, enter an asterisk (*) at the end of the text. Searches are not case sensitive.

   Mode

   Specifies the mode from which to search.

   Values: All Words, Any Words, or Exact Phrase

   Owner

   Specifies the owner type.

   Values: All Owners or Selected Owners

   Created Date

   Defines the creation date of the item for which you are searching. You can enter a range of From Date and To Date.

   Modified Date

   Defines the modification date of the item for which you are searching. You can enter a range of From Date and To Date.

3. In the What to Search section, enter the following:

   Documents

   Specifies the type of document for which you are searching.

   Values: All, None, or a specific type

   Include File Contents

   Indicates if the document contents will be included in the search results.

   Include Prior Versions

   Indicates if a prior version of a document will be included in the search results.

   Forms

   Specifies the forms you would like to include in the search results.

   Values: All, None, or a specific form

   Events

   Indicates if calendar events are included in the search results.

   Action Items

   Indicates if action items are included in the search results.

   Discussions

   Indicates if discussions are included in the search results.

4. In the Where to Search section, for Areas to Search, check the box of each CA Clarity PPM module you would like to search. For example, Knowledge Store or Resources.
5. Click Search.

   The Search Results page displays a list of all items that match the criteria you specified in reverse chronological order to which you have permissions to view.

6. Do one of the following:
   • To perform another advanced search, click Revise Search.

     The Advanced Search page appears where you can revise the fields.

   • To return to the Overview: General page, click Back.

More information:

Use Wildcard Characters in Global Searches