You can use this feature to perform advanced searches using the new search and filter options.
Overview
The Advanced Search screen lets you combine multiple search criteria for powerful filtering. You can add the search criteria to different blocks, building complex search expressions, and create filter groups customized to your needs. You can also save these filters for future purposes to rerun your most common searches.
This feature is available in Employee Administration, Employee Search, Job Management, and Job Library.
Job Management and Employee Administration have unique search options.
To perform the advanced search
- Navigate to Job Management.
- Click Advanced.
This displays the following screen:
- Enter the search criteria in the dropdown lists as shown:
- Click Apply.
This displays the search results as shown:
To add multiple rows to the search criteria
- Click + to add a new row of filter as shown:
- Enter the values in the second set as shown:
Search Expression 1: Filter all jobs starting with job code 20.
Search Expression 2: Filter all jobs with the approval flag as True.
Final Expression: Filter the job list to include only approved jobs with a job code that starts with 20.
- Click Apply.
The search results are displayed as shown:
Likewise, you can add multiple rows.
To save this filter
- Click Save To My Filters.
- Enter the filter name and click Save and Close.
This adds the filter to the screen as shown:
You can create and save multiple filters as shown:
These filters are available in the Filter list on the My Filters menu.
To perform search using filter groups
- Add the two filter rows as mentioned previously.
- Click Add Filter Group.
This adds the AND/OR operator and another filter row as shown:
- Select the operator in the dropdown list:
- Enter the search criteria in the third row as shown:
The third row filters the jobs for the departments selected in the dropdown list.
The filter group search is described in the following figure:
Search for jobs where the approval flag is true, the job code starts with 20 (A), and (C) the department is in the selected departments (B).
- Click Apply.
This displays the search results as shown:
Similarly, you can add multiple rows and create multiple filter groups, enabling complex and highly specific searches.
To save this filter group
- Click Save to My Filters.
- Enter the filter name, and click Save and Close.
This saves the filter as shown:
The saved filters are available in the Filters list on the My Filters menu as shown:
To view the filter expression in the tooltip
- Hover over the filter to view the filter expression.
To edit the existing filters
- Click the Edit icon next to the filter.
This displays the filter criteria as shown:
- Make the necessary changes and click Save Changes.
- Enter the name for this group and click Save and Close.
This creates displays the new filter as shown:
To delete rows in the filters
- Click the Delete icon that you wish to remove.
This deletes the row from the filters:
To delete the saved filters
- Click the Delete icon as shown:
This displays the following message:
- Click OK.
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