Running an Advanced Search

SmarTeam - Community Workspace enables a community member to run an advanced search to locate objects within the community that he/she has permission to view.

To run an advanced search from a community:

  1. In the Search area located in the left side of the community page, click Switch to Advanced Search to display the Advanced Search page.


  2. In the Search Class window, expand the Classes tree and select the class from which you want to run an advanced search.
  3. The Advanced Search window, as illustrated, now displays available search attributes for the selected class as set by the System Owner.



  4. In the Advanced Search window, enter search details in the attribute fields, as applicable:
    • Click Confirm to run the search
    • Click Clear to remove any entries from the attribute fields
    • Note: Attribute fields displayed in the Advanced Search window are defined by the System Owner. If necessary, contact the System Owner to define additional (or specific) attributes.

  5. When you click Confirm to run the search, search results are listed in the window, as illustrated. If necessary, use the scroll bar to browse the results.
  6. After locating the object in the Search Results window, click on the object to display its Profile Card in the right side. You can now proceed to manage the object, as required.
  7. To locate and display the object name in the Community Tree, click the Synchronize  button in the top right corner of the community page.