Using the Search
The search bar allows you to search for the majority of entities in K2.
To search for an entity:
Select the entity type from the drop-down list adjacent to the search bar.
You can set an entity to be the default by clicking the Set as default search button after selecting the relevant entity.
You can also select whether to include archived entities or Attribute fields by selecting or deselecting the Include Archived and Include Attributes options.
Click on Search.
Results are displayed in the Search results panel.
A Windows notification is also displayed when the search is complete.
You can perform an advanced search by clicking the Advanced Search button.
The Advanced Search is only available for certain searches for example: Site.
The Advanced Search will be disabled if Advanced Search is not available.
Click on Advanced Search.
The Advanced Search pop-up will appear.
The fields on the Advanced Search are described in the following table:
This field… | Holds this information... |
|---|---|
Archived Only | When selected archived records only are included in the returned search. |
Column | Lists all available columns for the search. |
Criteria | A free format field for the Search Criteria. |
Filter | Lists all available filters for the search. |
Include Archived | When selected archived records are included in the returned search. |
Include Attributes | When selected attribute records are included in the returned search. |
Reset | When selected the last saved search will be reset. If there isn’t a saved search then any criteria entered will be reset. |
Click on the Add button to create an additional search.
Check that an additional search field has been created.
Up to 5 columns can be selected to add filter criteria against.
Only 100 results will be returned and a message will be displayed if the search criteria could be refined more due to over 100 results possible from the criteria entered.
Check that Include Archived, Include Attributes, and Archived Only searches can be performed for an Advanced Search.
Results are displayed in the Search results panel.
A Windows notification is also displayed when the search is complete.
Click on the Search button.
Once Search has been selected all criteria will be saved and appear when the Advanced Search dialog is reopened. This applied to each Advanced Search type.
Results are displayed in the Search results panel.
A Windows notification is also displayed when the search is complete.
Use the filter fields at the top of the search results panel to narrow the search results, if required.
Alternatively, double-click a record to open it.