Audience: all users

This article expands on a section of the main Advanced Search article. From the Contracts menu > Searching / Reporting > Advanced tab, you can perform a Keyword or Value search.
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In the Keyword / Value section, select a field or document from the first drop-down list. Enter your search term in the "Keyword" field, and select a search option from the drop-down list highlighted below to specify the type of filter to apply: 

You can perform a search combining two or more Keywords by entering your first search criteria, then clicking + Add another row, eg:

This control allows you to specify which fields to search. By default all fields and documents will be searched: "Any field or document". Make a selection in the drop-down to specify a particular contract field, any user-defined field, date or scheduled event. The following options are available:

Any field or document: searches through all contract fields, user defined fields, documents, and event dates (next and most recent only).
​Contract Title | Contract Summary: searches the contract title/contract summary field only.
​Contract Documents: searches within document content only.
​Counterparty: searches within "counterparty name" and "counterparty also known as" only.
​Any Event Date: Searches within the contract dates. If this option is chosen then the search value entered must be a valid date. There are many variations of dates that will be interpreted correctly eg. “1 Aug” or “31 August 9” or “31.8.9” or “31-Aug-2009”. If the date is not valid then the search screen will return the message “Invalid date at line n”.
​Field: X: All user-defined fields will be listed under "Field: ...". Searches within the specified field only.
​Event Date: X. Searches within the specified date only. All date fields will be listed under "Event Date: ..." If this option is chosen then the search value entered must be a valid date. If the milestone is active then the search will be restricted to the next event date only. If the milestone has expired then the search will be restricted to the last event date only.  

Specifying Fields and Event Dates from the drop-down list:

Having selected a field, specify a search option before entering your keyword/search term.

The search term must exist somewhere within the field. This is only significant for text fields and documents. For dates and number values the "contains" option is equivalent to the "equals" option - see below.

The search term must match the exact value within the field. For number values it is not necessary to provide all decimal places, eg to search for the value $10.00 you only need enter "10" into the Keyword field.

This option allows for a range of values to be searched. On selecting it, two Keyword fields will appear. This screenshot shows a search using "is between" for a range of values on the "Total Value of Contract" field:

Applies to numeric or date values:
"less than" - the value in the contract must be smaller or the date must be earlier than the Keyword search term.
"greater than" - must be larger than, or later than, the Keyword search term.

These options are only available when searching a specific "Field X" or "Event X" field. When these options are selected, the Keyword field automatically disappears as there is no need to enter a search term or value.
"defined" - the value in the contract must be defined or specified for the selected field or date.
"undefined" - the value in the contract must be undefined or empty for the selected field or date. 

The next event due on the contract must occur within the number of days specified in the Keyword field. This option is only available when searching "Any Event Date" or an "Event Date: X" (eg. "Event Date: Start Date"). 

The Keyword field is where you enter the search term or value you are looking for. In the case of an "is between" search there are two values to enter. In the case of an "is defined" or "is undefined" search there are no values to enter.