The Search functionality provides an easy way to locate items in Workfront.
You can see the Search field from any page within Workfront, in the upper-right corner of the application.
The search results vary from user to user. You can only find objects you have permissions to View.
To search for objects in Workfront, you can use keywords from any of the following fields:
- Object names
- Custom data fields
- Document names (in specific document searches)
- Document names and content (in a basic search)
The search is not case sensitive and it does not correct or understand typos.
Wildcards cannot be used in a search.
You can do a basic search:
- Across all objects in the system (general search).
- On just one object at a time (object specific search).
To perform a basic search:
- Locate the Search field in the upper-right corner of the Workfront interface.
- For a general search, click the magnifying glass and start typing the information you are searching for.
For information about what fields are searched in Workfront, see "Understanding Search."
For an object-specific search, click an object from the drop-down menu (for example: projects).
As you begin typing in the search bar, Workfront makes recommendations based on your viewing history and it highlights in orange the keyword you are searching for.
- If the item you are looking for is displayed in the type-ahead, click it.
Press Enter on your keyboard to perform a comprehensive search.
If you chose the magnifying glass, for a general search, Workfront returns results for any object that matches the search term in any of the fields searched, as described in "Understanding Search."
- (Optional) Refine your search as described in "Refining a Search."
You can refine a search only after you have performed a basic search, as described in "Using Basic Search."
Use the toolbar to the left of your search results to narrow down the information you are looking for.
To refine a search:
- Locate the fields available for the objects displayed in the search in the toolbar to the left of your results.
The top 15 fields are displayed in each category, sorted by count.
- Click inside any of the fields available to shorten the list of results.
The selections you make are highlighted in orange.
Every time you select a new field, the results are updated dynamically to the right.
Advanced search allows you to filter on specific criteria.
You can use this type of search when you cannot remember a keyword associated with an object, but you know some specific information about that object (example: project priority, document owner name, etc).
To perform an advanced search:
- Navigate to the Search field, in the upper-right corner of the Workfront interface.
- Click the drop-down arrow in the Search field in the upper-right corner of the Workfront interface.
- Click Advanced Search.
The Advanced Search page is displayed.
- Select the object you are searching for.
Projects is selected by default.
- (Optional) Type a keyword in the field available at the top of the list.
- (Optional) Click Filter Your Results to filter your search results based on specific field types.
For more detailed information, see "Filtering Search Results."
- Click Search.
You can filter your search results only after you have performed an advanced search, as described in "Using Advanced Search."
To filter your results in an Advanced Search:
- Run an advanced search as described in "Using Advanced Search."
- Choose the object you are searching for from the list.
Projects is selected by default.
- Click Filter Your Results.
A short list of previously searched fields for that object is shown.
The search remembers the five most recent fields you have used, and they are displayed next time you perform a search for the same object.
- Select from the list.
Click Add A Filter.
This expands the list of fields you can associate with the object you selected.
- Select a field from the list. If necessary, also select a value for the field.
- Click Update Results.
Your updated list of results shows to the right of the Advanced Search toolbar.