Search for a task - Use Records - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content - external

Use Records

Platform
Perceptive Content
Product
Use Records
Release
Foundation 24.1
License

To search for a task using a quick selection or using multiple conditions, complete the following steps.

  1. On the toolbar, click Tasks.
  2. In the Views pane, select the task view you want to use as a basis for your search.
  3. In the right pane, do one of the following actions:
    Situation Steps
    To perform a quick search
    1. Click the Quick Search tab.
    2. In the property list, select the property to use.
    3. In the operator list, select an operator to use in the comparison.
    4. In the value box, select or type a value.
    To perform an advanced search
    1. On the Search tab, click the Add button.
    2. In the Add Condition dialog box, in the Constrain by list, click the task search constraint to use.
    3. In the Type list, select the type of search to perform.
    4. In the Field list, select the task field to use in the search.
    5. In the Operator list, select an operator to use when comparing the field and the value.
    6. If you are performing a LearnMode search, in the Plan list, select an application plan.
    7. In the Value box, select or type a value for the search.
    8. Click OK.
    Note: If you selected Prompted in the Type list, the Message box appears instead of the Value list. Enter instructions indicating what value to enter.
  4. Optional. To add another search condition, repeat the advanced search steps.
  5. Click the Go button.