Overview
Note: Advanced Search was previously known as Micro Search
Advanced Search is a feature that allows users to quickly filter and locate items within module link fields. It provides an efficient way to narrow down large datasets, view results in either Gallery or List format, and select items for assignment, helping to streamline workflows and improve accuracy.
Understanding Advanced Search
Where to find Advanced Search
The 
Advanced Search button will be available from the following locations:
Advanced Search Modal
After selecting the Advanced Search button, the Advanced Search modal will appear, allowing you to search the related module, locate specific items, and select one or more values to add to the field in the previous form.
The table below provides a quick overview of the Advanced Search Modal.
Action | Guide |
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Search using keywords across module items and files. (For more information, see Quick Search)
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The Filters panel allows you to define specific search criteria to narrow down results and quickly find relevant items. You can apply one or multiple filters based on fields such as status, date, user, or custom metadata—helping you refine your view with precision. (see Filters for more details)
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The Sort panel allows you to define a custom sort order by selecting up to five fields and specifying the sort direction for each (ascending or descending). This enables users to apply a different sorting logic than the default defined in the view configuration. Your chosen sort order will not be saved and automatically applied the next time you access the view.
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Adjust the size of the Gallery cards to Small, Medium, or Large. In Spreadsheet view, this setting instead controls the row height. Your preference will be remembered the next time you access that view.
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Clicking the Expand Cards button will expand the items to show the additional fields. A users preference will be remembered for the next time they access that view.
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The View Selector allows you to switch between Spreadsheet and Gallery View.
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The checkbox displayed within each gallery card allows you to select one items to apply to the field on the previous form. To select all items at once, use the Select All option. You can also select a range of items by clicking one checkbox, then holding Shift and clicking another—everything in between will be selected automatically.
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Items with a blue border and blue tick indicate that they have already been added to the field on the corresponding form, or that you have selected them to be added.
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The Apply button confirms your selected values and adds them to the field on the previous form.
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