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Using Advanced Group Search in Cartella Site Settings

Prerequisites: Users require site administrator permissions to complete this task.
Note
Users require folio administrator+ permissions to the folio to use advanced folio or sub-folio group search. See one of the following for details:

Specify conditions to build an advanced search query. Search by:

  • Header: Specify the table column.
  • Search Options: Specify the search function for the value.
  • Value: Specify the value.

To perform an advanced search for groups:
  1. Log in to Cartella.
  2. Navigate to Settings > Groups.
  3. Click Advanced Search.

    Use Advanced Group Search

  4. Build the search clause:
    1. Select a column header in the Header drop-down list.
    2. Select an option in the Search Options drop-down list.
    3. Enter a value in the Value field.
  5. Optional: Click the add (+) button to create another search clause. Add and build search clauses as needed to complete the search query.

    Build Advanced Search Clause

    Note
    Click the delete (x) button to remove a search clause from the query.
  6. Click Search.

    Add Search Clause

    Search results display in the Group Management table.
    Note
    Click Clear Search to clear the search.
 

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