Documentation Center

Multi-criteria searching

In WorldServer you can perform multi-criteria searches and you can also save your filters for later use.

About this task

This image shows the boxes and the lists you can use to perform a multi-criteria search.

Procedure

  1. Go to the Projects page. To access the Projects page, you can either go to Home > Overview and then click the number of projects on the top right of the screen, or you can go to Home > Projects on the slide-out navigation pane.
  2. On the Project Group page, click the Filter Data icon.
    The Data Filtering section expands above the Project Group table.
  3. You can perform your search across all the columns displayed in the Project Group table. To add/remove columns to the Project Group table, click Configure Table and then, in the Configure Table dialog box, select the columns in which to perform the search. For more information on this procedure, see Working with Projects in SDL WorldServer 11.0.1. When finished, click OK to return to the Project Group page.
  4. From the Filter By: list, select the column you want to perform your search into. Note that the options available to you at this stage depend on the type of column you select in the Filter By: list:
    • For: — in the case of specific key words encountered in columns such as Workgroup Name, Description, Project Group and so on.
    • From: / To: — in the case of specific items encountered in certain columns such as Assigned Tasks, Claimed Tasks, % Reviewed and so on.
    • From: d: h: To: d: h: — in the case of columns which feature duration, such as Expected Duration.
  5. To preserve the criterion for the current search, click Add Criterion and repeat the procedure with different parameters, if necessary, and/or click Add Criteria and Search to run a search. The results are displayed below. You can remove any criterion by clicking Remove Criterion next to the preserved filter name and then you can repeat the search by clicking Search.
  6. To save your search parameters, type a meaningful name for your filter and click Save Filter as New in the Filter Name box. Your newly saved filter is now available in the Saved Filter(s) list for future reuse. To edit your filter, you can remove or add search criteria to it and then either click Save Filter As New, to save it as a new filter, or Save Filter, to save the new filter configuration. You can clear all the criteria of a filter by clicking Clear Criteria. If you accidentally deleted one or more criteria of a filter, you can revert to your previous filter settings by clicking Reset Filter.