Creating advanced searches

Create more advanced searches such as searches to generate dashboards, reports, and target records in workflows.

Administrators can also use searches to customize the view of information about an object. Not all the information that is collected about objects is relevant to each role. And, you can enhance the user experience and security by showing only the information that users with a specific role need to view to complete their tasks. See Assigning saved searches to roles.

Types of searches

When saving a search you have the option to save the search as:

• Private
• Shared
  • Public: Role-specific. Share searches by user roles. For example, you might share a search that you think is useful for your role with users with the same role or other roles. See Assigning saved searches to roles.  
  • Public: System global. Share a search with all users who have read permissions for an object such as assets, users, or accessories. Searches can only be created, updated, and deleted by the user who created the search or who has read, create, edit, and delete permissions set for Manage saved searches on the Security > Roles > Permissions tab. 

Procedure

Tip
You can cut and paste a list of email addresses into an email or user fields, such as Assigned To and Created By, to retrieve multiple results. The emails must be separated by commas, or on separate lines.

To create a saved search, complete the following steps:

1. Select an object, such as Assets.
2. Click Add. 
3. Select an operator such as Equals.
4. Enter or select the values.
5. Click to drag and drop search fields.
6. Click Save. 
7. Enter the name of the search.
8. If you want to add headers to the information that you export, select the checkbox.
9. Save the search.