Finding records that match multiple criteria

You can narrow or broaden your search by using multiple criteria.

To find records that match multiple criteria:

  1. Start a find request.

    See Making a find request.

    To find records matching

    Do this

    Example

    All criteria specified (logical AND search)

    Narrow your search by entering criteria in as many fields as needed to make your find request specific.

    To find all people named Smith who work in Sales, type Smith in the Last Name field and Sales in the Department field.

    You can narrow a found set after you have created it. See Constraining (narrowing) a found set.

    At least one of the sets of criteria, but not necessarily all (logical OR search)

    Broaden your search by entering criteria in the first find request. Click New Request. Enter the second (set of) criteria. Continue adding requests for each (set of) criteria.

    To include customers in New York and customers in Paris in the found set, type New York in the City field in the first request then type Paris in the City field in the second request.

    To include companies with more than 100 employees and companies with more than $100 million in assets, type >100 in the Number of Employees field in the first request, then type >100,000,000 in the Capitalization field in the second request.

    To include 6th grade students who are in Honors Algebra and 7th grade students who are in Honors Geometry, type 6 in the Level field and Honors Algebra in the Course field in the first request, then type 7 in the Level field and Honors Geometry in the Course field in the second request.

  2. Click Perform Find in the status toolbar.

Working with multiple find requests

Requests are stored in the order they are created. To move between find requests, use the navigation controls in the status toolbar.

Navigation controls in Find mode

To duplicate a request, including the criteria entered in it, choose Requests > Duplicate Request. To delete a request, go to the request you want to delete, then click Delete Request. To restore a request to the way it was when you last committed it, choose Requests > Revert Request. Requests are committed, for example, when you click out of all fields, go to a different layout or request, or perform a find.

Notes