Step 1: Simple Search

Simple Search allows users to type a keyword or phrase and instantly search within the selected list.

1. Open your List Search page.
2. Make sure the included list is selected in the list dropdown.
3. Enter a keyword.
4. Click Search.

Expected result:
You should see only the results that match the entered search keyword.

Simple Search works well for:

• titles
• text fields
• partial matches
• quick searches without filters

Step 2: Switching Between Lists

If your profile includes multiple lists, users can switch between them.

1. Click the List dropdown.
2. Select another list.
3. Repeat the search.

Now only items from the other selected list will appear.

Step 3: Enabling Advanced Search

If the profile is configured with Advanced mode or Allow mode switching, users can open the advanced panel:

1. Click Advanced Search.
2. The panel for building conditions will expand.

Step 4: Building Conditions

Each condition includes:

• Column
• Operator (=, ≠, contains, not contains, etc.)
• Value
• AND / OR logical operator

List Search supports up to five conditions.

Step 5: Example: Filter Projects by Status

Let’s build a simple condition:

• Column: Status
• Operator: =
• Value: In Progress
• Click Search

Expected result:
Only projects with the “In Progress” status appear.

Step 6: Example: Combine Two Conditions with AND

Let’s refine results by adding another condition:

1. Condition 1: Status = In Progress
2. Condition 2: Priority = High
3. Operator between conditions: AND

Expected result:
Only projects with the “In Progress” status and high priority appear because they meet both conditions.

Step 7: Example: Using OR Logic

Change the operator between conditions to OR:

• Status = In Progress
• OR
• Priority = High

Expected result:
You will get more results: only projects with the “In Progress” status or high priority appear because they meet at least one of the conditions.

Step 8: Saving Advanced Search Conditions (Saved Searches)

If your profile has Allow saving search conditions enabled, users can save frequently used filters.

To save current conditions:

1. Build the conditions.
2. Click Save search.
3. Enter a name (e.g., High Priority In Progress Projects).
4. Click Add.

Your saved search will appear in the Saved searches dropdown.

Using a Saved Search

1. Open Saved searches.
2. Select a saved filter.
3. Conditions load instantly.

Deleting a Saved Search

1. Open Saved searches.
2. Click the delete icon next to the saved item.