Create a Custom Search

A Custom Search enables you to perform a detailed Profile and Content Search at the same time.

The values you enter remain in the Custom Search tab during your DM Classic Webtop session.

To create and perform a custom search:

  1. Click the Advanced link at the top of the page.

  2. If it is not already displayed, click the Custom Search tab.

  3. In the Enter Criteria section, select the desired profile field in the Profile Fields drop-down box. Enter your criteria in the Value field and click Add to list. Continue adding any profile search criteria using this method.

  4. To enter content search criteria, select a content search type from the Search Criteria drop-down box. For definitions of each content search option, see Perform a Content Search.

    Enter your criteria in the Value field, separated by a semicolon and click Add to list. Continue adding any profile search criteria using this method.

  5. To remove any criteria that you've entered from the search, click the Remove from list button.

  6. Click Search to run the custom search. Click Clear All to clear each field on the Content Search tab.

    The documents that match your search are displayed in the Search Results tab.

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