When searching assets, instead of using a standard search, you can use an advanced search. The advantage of the advanced search is that you can specify an asset class and an account name. This will show you all of a particular asset relating to a specific account.

To use the advanced search, let’s explore each area:


First, you have the option to select AND or OR. This controls whether the search results must meet all criteria at the same time.

  • The AND option will only show search results that include all the different criteria.

  • The OR option will show any assets that meet at least one of the criteria (Note: This option may yield too many results, so by default AND is selected).

Next, there is the Add/remove section.

Click (+) Add rule if you would like to add another criteria the search needs to match.

Click the (X) Delete button if you would like to remove one of the existing criteria in the list.

(+) Add Group will add a separate set of criteria so you can search with separate AND and OR sections.

For example, the search below would only show assets for an account with the name “Galactic”, the asset class of “Marine - Scrapedown” that were created between February and July 2020.

In this example, ALL of the following criteria must be met:
Account name must contain the words “Madrid Bridge”
Asset Class has to be “Marine - Scrapedown”
Asset must be in Active status
AND
The date it was last modified has to be before August 1, 2020.
Notice that based on this search, only 11 assets were found.



Now, the search criteria was changed, so not all the criteria need to be met at the same time:

In this search, the following criteria can be met, but does not have to be:
Account name contains Madrid Bridge
OR
Asset class is “Marine - Scrapedown”
OR
Asset must be in Active status.
AND
The asset must have been last modified before August 1, 2020.

In this search, the results must be modified before August 1, 2020. However, as long as that criteria is met, a result must match at least one of the search criteria under the OR heading.
Because of the fact that not all of the search criteria need to be met for a result to appear, there are significantly more search results than in the previous example (over 2 million results).