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Search

There are two options for searching for data in the application: Filtering a list or global search. This article covers global search. See Lists and Views to find out more about searching by list filter.

Overview

Global search allows you to easily find data within the application, including:

  • Any text located in any field
  • Emails (both the subject line and the body text) and text type email attachments
  • Documents in the following formats:
     - Word (.doc, .docx, .dot)
     - Excel (.xls, .xlsx, .xlt)
     - PowerPoint (.ppt, .pptx, .pot, .pos)
     - Other (.pdf, .rtf, .txt, .html)
  • Keywords assigned to documents, images files, or PDFs

When a new object is created, the system indexes that object so that the search engine can locate it. By default, the system performs this indexing task every five minutes. If you create or upload an object in the system and are not able to immediately locate it using search, try the filter and sort tools on the appropriate list to locate the object. If you are still not able to find it, contact your application administrator.

Search

To run a fulltext search, enter the text in the search field and press Enter.

The page will show the total number of objects containing the search text, the location of each object, a portion of the surrounding text, and the object label. Search results are grouped into categories based on where the text is located in the system, e.g. in Projects, Documents, etc. You can hide or display these groupings.

You can perform additional general searches from this view using other search terms. You can also navigate directly to an item listed in the search results by clicking the object link in blue.

Advanced Search

For a more precise search, you can provide additional criteria using Advanced Search.

  1. Enter your search string in the Query field. 
  2. Use the Object Type drop-down to narrow your search results to a specific type of object.
  3. Use Number of Results to limit how many search results will be returned.

Once you have made your selections, click Search. The page will refresh and display the search results based on your criteria.

Wildcards

You can perform wildcard searches by using an asterisk * :

  1. To search for objects using the first few letters of a word, add the asterisk to the end of the search term. For example, use 'neuro*' to search for 'neurosis' or 'neurology'.
  2. To search for objects using some of the letters of a word, use the asterisk in the middle of the search term. For example, use 'oxy*ine' to locate 'oxymetazoline' or 'oxytetracycline'.
  3. For more granular results, combine options 1 and 2 above. For example, use 'oxy*cy*' to locate 'oxyphencyclimine' or 'Oxycyte'.
You can use the asterisk in the middle or at the end of a search string, but not as the first character of the search string.

Other Advanced Search Options

You can perform fuzzy searches by using the tilde or swung dash ~ in the search string. When you use the tilde, the results will include instances where your search term was misspelled. For example, use 'genetic~' to locate 'generic', 'enteric', 'hepatic', 'benefit', or 'general'.

You can also perform searches on combinations of terms using the following Boolean operators: AND, OR, and NOT. For example:

  • Use 'formulation AND release' to find all objects with both terms.
  • Use 'formulation OR release' to find all object that contain either term.
  • Use "formulation NOT release' to find all object that contain 'formulation', but not 'release'.
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