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User Interface for Advanced Search includes radio buttons for the following search options – Metadata, Full Text andCombined. Metadata is the default value. It helps the user to quickly toggle among these values, instead of opening the drop-down to do so.
Advanced Search provides you the flexibility to search across entities by filtering results based on any Attribute combinations. You can further refine your search by selecting either the Contains or Exactly operator from the drop-down to quickly find specific Attributes, instead of searching across all Attributes.
You may want to search for a specific entity like a Request or Agreement for one of the following reasons:
The process for searching any entity is identical. We will use Agreements as an example to understand the process.
You can search in several ways in ICM:
The Advanced Search includes radio buttons for the following search options – Metadata, Full Text and Combined. The Free Text search performs a search across all the Attributes of the Agreement, the user defined Associations and the ICM defined Associations if you perform a Metadata search. If you select the Full Text option, then ICM searches in the indexed document. But, if you select the Combined option then both the Metadata as well as the indexed document are searched. This behavior hasn’t changed.
To perform an advanced search:
1. Click the Search tile on My Dashboard. This opens the Search page.
2. Select the Entity to search for from the drop-down. For example, select Requests, Agreements and Clauses.
3. Select any one operator to search by from the drop-down list. You must enter a minimum of 3 characters to search by. These fields are not case-sensitive, hence characters may be in upper and/or lower case. The following operators are available:
4. Enter your search term in the Refine Search Here field.
5. Toggle and select one of the following radio buttons to search either the Metadata, Full Text or a combination of both Metadata and Full Text.:
Click the Saved Searches drop down and select the desired saved search. This displays the results matching the criteria defined in the saved search. Refer to Saved Searches for details on saving a search.
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