Use the Criteria tab of the
Search page to enter a search query to locate a list of
specified records.
| Search criteria | Description |
|---|---|
| Insert Field | A menu of search fields. The list of fields assists you when entering the query text. For example, if you select Disposition > Disposition Action Name, the field name dispositionActionName: displays in the Query Text box. You can then type a disposition action name, such as dispositionActionName:cutoff. |
| Query Text | The text field for entering the search query using the query syntax. |
| Results options | The options you can view on the Results tab. The options include the metadata fields, sort order against multiple fields, and custom fields. The Components section provides automatic constraints for searches based on record or container type, such as record category or folder. There are also constraints for common components, such as Cut Off or Frozen items. |