How to Perform an Advanced Search with the Universal Filter
Learn how to use the Universal Filter to find work items based on any criteria, such as status, assignee, date, or any custom field.
Finding Exactly What You Need
What if you need to find work based on more than just its title? For example, “Show me all approved designs from last month” or “Find all projects assigned to me that are over budget.”For these deeper, more specific questions, you’ll use the Universal Filter. This guide will show you how to build a precise query to find exactly what you’re looking for across your entire workspace.
Finding All “Approved” Designs by a Specific Designer
Let’s imagine a manager at LAIKA needs to find all the final, approved designs created by a specific team member, Duc.
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# Tutorial: Using the Universal Filter## Section 1: Accessing the Universal Filter1. **Open the Filter**: From the main Universal Search bar at the top of the screen, click the "Filter" icon to open the advanced search page.2. **Start Your Query**: This will take you to the Universal Filter page, which allows you to build a query from scratch.## Section 2: Building Your Query1. **Select the `Object` Type**: First, tell the system what you're looking for. From the "Search for" dropdown, select the `Design Concept` `🧊 Object`.2. **Add Your First Condition**: Now, let's add the criteria. Click "Add Condition" and set it to: `Status` **is** `APPROVED`.3. **Add a Second Condition**: Click "Add Condition" again. Make sure the logic between the two conditions is set to **AND**. Set the new condition to: `Assigned To` **is** `Designer Duc`.4. **Execute the Search**: Click the "Search" button. The system will now display a list of every `Design Concept` `🧊 Object` in the entire workspace that matches **both** of your precise criteria.
Now you know two ways to find information. Here’s a simple guide on when to use each one.
Use Universal Search (Quick Search)
When you know the title or ID of the item you’re looking for and want to jump directly to it. It’s your fastest option for finding a specific, known item.
Use Universal Filter (Advanced Search)
When you need to find 🧊 Objects based on their properties, like status, assignee, due date, budget, or any other custom field. It’s your most powerful tool for discovery and reporting.
What’s Next?You now have a complete toolkit for organizing your views and finding any information you need. The next section of guides is designed specifically for team managers.