Advanced Search lets you build complex multi-field searches in a user-friendly way, as an alternative to the syntax-based approach described in Searching Assessments by Text. To open Advanced Search, click the Advanced Search link (1) to the right of the Search Assessments field on the Assessments page.
On the Advanced Search page, select the first field you want to search by from box (2). Additional fields will appear once you make your selection.
Select the field to search by from dropdown (2), choose a search type from dropdown (3), enter or select the search value in field (4), and click Search (5). The available search types in (3) depend on the field type selected in (2):
Date fields use a range search type only. Click the text field (4) to open the date picker. Choose a predefined range (Tomorrow, Today, Yesterday, Next 5 Days, Next 30 Days, etc.) or click Custom Range (6) to specify any date range, including dates in the past.
The following metadata fields are available in Advanced Search:
| Field name | Description |
|---|---|
| Identifier | Assessment identifier |
| Name | Assessment name |
| Template | Assessment template name |
| Asset | One or more assets associated with the assessment. Only applicable when the Data Inventory Manager feature is enabled in your account. |
| State | Assessment state: Open, Survey, Survey Complete, Survey Incomplete, In Review, Review Complete, Pending Approval, Approved, or Approved Pending Remediation. See Assessment States. |
| Creator | Creator name |
| Owner | Owner name |
| Approver | Approver(s) name |
| Respondent | Respondent(s) name |
| Associated Member | One or more of the assessment's Creator, Owner, Approver(s), Participant(s), or Respondent(s). |
| Label | One or more assessment labels. See Using Assessment Labels. |
| Tag | The first custom field of "Pick List" type added to the Assessment entity. See Adding Custom Fields. |
| Created Date | Date when the assessment was created. |
| Reminder Date | Assessment reminder date. |
| Closed Date | Date when the assessment reached Approved status — approved by all approvers with all pending remediation resolved. See Understanding the "Default, with Acceptance" Workflow. |
| Published Date | Date when the assessment was published. |
| Approved Date | Date when the assessment was approved (reached Approved or Approved Pending Remediation status). See Understanding the "Default, with Acceptance" Workflow. |
| Question | Search by question text and/or by the answer given to a question with specific text. |
| Answer | Search assessments by one or more associated entities from the Assessment Manager module. |
After defining the first search rule, click the + icon (1) to the left, or press Enter, to add a second field. Repeat to add as many rules as needed. Click the delete icon next to a rule to remove it.
When searching by multiple fields, use the All / Any combobox (2) at the top to control how rules are combined. All requires every rule to match (AND logic). Any requires at least one rule to match (OR logic).
In the example below, selecting All returns assessments whose name contains "California" and that use the CCPA Readiness Assessment template. Selecting Any instead would return assessments matching either condition.
For more complex searches, organize rules into separate groups by clicking the Add another group link (3). Use combobox (4) to set the All / Any relationship between groups — distinct from combobox (2), which controls the relationship between rules within each group. The Add another group link only appears once the last rule in the current group has been defined.
In the example above, the system finds all assessments matching: {(name contains "California") AND (created by "Jerus Zamora")} OR (Owner is "Jerus Zamora").
To delete a rules group, click the trash can icon (5) to the right of that group's name.