Global Search Tool › Perform an Advanced Search

Perform an Advanced Search

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.

Follow these steps:

1. On the global menu, click the Search icon, then 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 of searching.

   Values: All Words, Any Words, or Exact Phrase

   Owner

   Specifies the owner type.

   Values: All Owners or Selected Owners

   Created Date

   Defines the date of creating the item being searched. You can enter a range of From Date and To Date.

   Modified Date

   Defines the date of modifying the item being searched. 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 being searched.

   Values: All, None, or a specific type

   Include File Contents

   Indicates if the search results include the document contents.

   Include Prior Versions

   Indicates if the search results include a prior version of a document.

   Action Items

   Indicates if the search results include action items.

   Discussions

   Indicates if the search results include discussions.

4. In the Where to Search section, for Areas to Search, select the check box of each CA Clarity PPM module. 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. Only items that you have the right to view appear in the results.

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 Return.

More information:

Use Wildcard Characters in a Global Search