Search (Classic)

Important: This topic is for the Classic Search experience. To view the content for the Next Generation Search experience see Search.

For information on Classic experiences, see Archer Classic Experiences.

Use the Search feature to search records and generate real-time reports. Searches can be simple, just as a key word search, or complex, such as a multi-application search using multiple filter options.

Search methods

Use the following methods for searching:

• Global search: Global search enables you to search all applications in Archer using keywords and phrases that you enter into the search bar. For example, running a global search for the keyword alert returns all records throughout Archer that contain the term alert. Global search is located on the workspace menu.
• Search: Search enables you to search within a specific application or questionnaire in Archer. For example, running a search for the keyword alert within the Findings application returns all records within the Findings application that contain the term alert. Searches are more detailed and thorough than a global search, with the addition of extra search criteria and narrowed scope. Search can be run in statistics mode, which enables you to display your search results in charts. Search can also be performed across multiple applications when the applications are related by a Cross-Reference, Related Record, CAST (cross-application status tracking), CAST Scorecard, or Scheduler field type.

Search options

Search provides more options for working with search results than global search. For example, after you complete running a search, you can:

• Save the search criteria as a report.
• Use inline edit to modify multiple records quickly from search results.
• Use the right-click context menu to perform actions from the search results page.
• Update fields in bulk from the search results list.
• Display the data results in chart form, which can provide you with a more concise visual presentation of the data.