Find work: Search, Advanced Search, and Global Search

If you've ever searched for a request you know exists and got No Service Requests found, you almost certainly used the wrong one of these three. Here's what each covers.

Search (bottom bar) filters the Work List you're currently viewing — nothing more.

Advanced Search opens the full Service Requests table, pre-filtered to your open work.

Global search (header) searches the entire system, across every record type.

Search — filter the list in front of you

1. On the Work screen, click Search in the bottom bar. A small search box opens above the bar.
2. Type a title fragment or a request number. The cards below narrow as you type.
3. Click the ✕ in the box to clear it.

Suggested Work at the top stays untouched — only the Work List filters.

This is not a global search. It only looks inside the Work List you have selected. If you're viewing your Equips Issues List and search for a request that lives in Assigned Work, you'll get No Service Requests found even though the request exists and is assigned to you. Switch the Work List first, or use one of the two options below.

Advanced Search — widen the net without leaving your work

1. Click Advanced Search beneath the Work List.
2. The Service Requests table opens, already filtered to assigned to me and not closed. The Filters button shows the count, for example Filters (2).
3. Adjust the Filters to widen or retarget the search — clear the assignee filter to see everyone's work, or add a location, status, or category.
4. Use Columns, Group By Location, Export, and the table's own Search box as you would on any table.
5. If you'll want this view again, click + Save as a new list, then favorite it so it becomes a Work List.

Global search — jump straight to a record

1. Click the Search (magnifying glass) in the top-right header, or press /.
2. Type your term.
3. Choose which record types to include — Service Request, Equipment, Location, User, or Agreement. Each has an Only shortcut to search just that type.
4. Toggle Show Deactivated if the record may have been deactivated.

Use this when you know a number or a name and just want to get to it.

Which one should I use?

• "Narrow the list I'm looking at right now." → Search (bottom bar)
• "Find work that isn't in my current list." → Advanced Search
• "I have an SR number / equipment name and need to open it." → Global search
• "Build a view I'll come back to." → Advanced Search, then + Save as a new list

Related articles:

• Use the Work view (for technicians)
• Show a saved List in your Work view
• Filter, sort, and save views in any table
• Review a service request