Advanced search page for objects other than assets

When you click Search on the list page for most HCL® Marketing Operations objects, the system displays a page with the following information.

Table 1. Advanced Search options for other objects
Control Description
Search for Displays text indicating the objects for which you are searching. For example, if you are searching for programs, the dialog displays Search for: Programs.
Select items Determines whether the search needs to match all or any of the search criteria. Options are: all, to specify that the search must meet all search criteria, or any, to specify that the search can match any of the search criteria. The default is all.
Condition Allows you to construct a search condition by specifying the following.
  • From the first pull-down list, select the template on which to base the condition.
  • From the second pull-down list, select the attribute for which you want to search. Possible values are: Project Name, Owner, Description, etc.
  • From the third pull-down list, select the search operator.
  • In the fourth field, enter the value for the criteria.

For example, if you are searching for projects, and want to find project names that include the word Marketing.

  • Select All Enabled to search on all enabled project templates
  • Select Project Name in the second pull-down,
  • Select Contains in the third pull-down, and
  • Type Marketing in the fourth field.
Grouping Allows you to construct a grouping for the search results by specifying the following.
  • From the all/any pull-down, select all or any, to determine whether to use all or any of the grouping criteria.
  • Supply the remainder of the grouping criteria as described for constructing the Condition.
Insert a new condition Click to insert a new line for entering a condition.
Insert a new grouping Click to insert a new line for grouping the search criteria.
Remove selected Click to remove any selected conditions or groupings.
Save as Click to save your criteria as a named search. You are prompted to enter a name for the search. Additionally, HCL Marketing Operations administrators can publish a search by selecting the Publish check box.
Apply Click to perform the search based on the criteria specified.
Reset Click to reset the dialog box, clearing any criteria already specified.
Close Click to close the dialog box without performing a search.