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How do I create custom queries?

While viewing a table or outline, click "query" in the command bar to go to the query builder.

In the "Define Search Criteria" section, you specify values to look for. All searches are case insensitive.

Search Type Example Description
Simple name: Run Search for "run" (as always case insensitively) anywhere in name field.
Wildcard name: Run%Home Search name field for "run" followed by any number of characters followed by "home".
Multiple Fields name: Run
description: Complexity
Search name field for "run" AND description field for "complexity". When multiple fields given then ALL fields must match.
Multiple Values status: New, Open, not Assigned,
not Fixed
Search for status field completely matching "new" OR "open" AND status field not matching "assigned" AND status field not matching "fixed". Multiple values are separated by comma and the entire field must match any one of the values and must not match any of the negative values. In this example, "new" would match but "renew" would not match. Wildcards are not allowed.
Negative name: not Run Search for items where "run" is nowhere in the name field. You can also use wildcards in this negative search.

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