Searching common fields and multiple modules in the Classic UI
Who is this article for?
Users who want to generate a search in the Classic UI
Reporting authorities, roles, and record access controls restrict data visibility.
Searching the system will return common fields set defined during the initial configuration and workflow-enabled fields such as Working Step, Working Task, and Working Task Assignee.
Multiple-module Searches
Search across all modules, or multiple modules, at the same time by choosing the -Search All- or -Search Multiple- option in Advanced Search. When you select Search Multiple you can also restrict your search to a specific subset of modules:
Limitations
Multiple module searches have the following limitations.
- When using a reference field, workflow step, or workflow task as a filter the list of available options will be restricted to the values that exist in the resulting data set. For example, if the organization "Maintenance" hasn't been used in any of the objects that will be returned with the search it will not be visible in the filter list.
- This differs from a search against a single module. With a single module, the list of available values for the reference field will be all options, even those that have not been used in an object.
- Notifications from List, Grid, Trend, and Report outputs can only include spreadsheet attachments, not PDF.
- From Grid output:
- You cannot Submit, Complete, or Edit results.
- You can export results to Excel, but not PDF or ZIP.
Object header vs child level searches
Searching for a single application's child-level information will return all the child-level information, not just ones that match the search criteria, because the search criteria will apply against the parent item not individual child-level objects.