1. SuiteAnalytics
  2. Search
  3. Simple and Advanced Searches
  4. Defining an Advanced Search
  5. Advanced Search Criteria Filters
  6. Defining Standard Search Filters

Defining Standard Search Filters

On the Standard sublist of the Criteria subtab in an advanced or saved search, you can set up filters using fields from the record type, join fields from related records, and formulas. For some searches, you can also filter by values from attached files.

Note:

To use a saved search as a custom KPI for multiple date ranges, don't add a date field as a filter on the Criteria subtab. For more information, see Notes on Using Saved Searches as Custom KPIs.

To define a field value from the selected record type as a filter:

  1. Select the field from the Filter dropdown list. The fields are listed in alphabetical order.

  2. Click the Set Description button

    Set description icon next to the filter field to open a popup window where you can enter a value and search logic (if available).

  3. Click Add to choose the next filter.

To define a join field value from a related record type as a filter:

  1. Select the related record type in the Filter dropdown list.

    Note:

    Related record types that have join fields you can use as filters are listed at the end and have '...' after their name, for example, Account Fields....

  2. In the first popup window that appears, select the join field from the related record type you chose.

  3. In the next popup window, enter a value and search logic (if available) for the filter field, then click Set.

  4. Click Add to choose the next filter.

For a list of related record types with join fields available for each search, see Related Records Fields Available for Advanced Searches.

To define a formula as a filter:

  1. Select a Formula option from the Filter dropdown list.

  2. Click the Set Description button Set description button to open a popup window where you can enter the formula.

  3. Click Add to choose the next filter.

For more information, see Formulas in Searches.

Note:

To use parenthetical expressions to define search filters, check the Use Expressions box. For more information, see Using Expressions in Search Criteria.

To define a field from an attached file (such as the file's name) as a filter:

  1. Select File Fields... in the Filter list.

  2. In the popup window, select a field from the File Filter list.

  3. Click the Set Description button Set description button, enter or select a value for the filter field, and click Set.

  4. Click Add to choose the next filter.

For more information, see Searching by File Attachments.

Related Topics

General Notices