Enable and Access Advanced Search

Use Advanced Search to filter SmartSimple records with multiple criteria, Boolean operators, and saved filters.

Who: Administrators who configure Advanced Search access per UTA/module. All users with access can search using Advanced Search.

When to Use Advanced Search

Use Advanced Search when:

• Basic search does not return the specific records needed.
• Multiple conditions must be applied to a search at once.
• Results need to be filtered by field values such as status, type, date ranges, or role assignments.
• Search criteria will be saved and reused across multiple sessions.

↑ Back to top

Enable Advanced Search

To enable Advanced Search for a specific UTA/module:

1. Click the Menu icon in the upper navigation bar, and then navigate to the UTA/module where you want to enable Advanced Search.
2. Click the Configuration Settings gear icon.
3. In the General tab, locate the Interface Options section, and then select Summary and List View Options.
4. Locate the Enable Advanced Search drop-down, and select the roles to grant access to Advanced Search. To grant access to all users, select Everyone.
5. Click Save.
6. Click the Menu icon in the upper navigation bar, and then select the UTA/module where Advanced Search was enabled. A down arrow on the right side of the search panel confirms that Advanced Search is enabled.

↑ Back to top

Access Advanced Search

To open Advanced Search:

1. In any search panel, click Advanced Search.
2. To return to basic search, click the X at the top right of the Advanced Search panel.

↑ Back to top

Filter by Type, Status, Role, or Category

Use the drop-down menus at the top of the Advanced Search panel to narrow results before adding field-level criteria. Available filters depend on the record type:

• UTA/module records - Filter by type and status.
• Users - Filter by status and role.
• Organizations - Filter by status and category.

↑ Back to top

Add Multiple Search Criteria

To build a search with multiple conditions:

1. Configure the first search row by selecting a field type, field, comparison operator, and search term.
2. Click Add Criteria to add another row.
3. Select a Boolean operator at the start of the new row (AND, OR, AND NOT, etc.) to connect criteria.
4. To remove a row, click the X next to it.

↑ Back to top

Save and Reuse Filters

To save a set of search criteria as a filter:

1. After building your criteria, click Save Search.
2. Enter a name and any required details for the filter.
3. Select the filter from the Saved Filter drop-down menu.
4. Modify the criteria and click Edit Filter to update a saved filter.

↑ Back to top