Searches

You can perform a simple or advanced search for plans, programs, projects, tasks, assets, approvals, marketing objects, and invoices from any view in the corresponding section of HCL Marketing Operations. Searching in the Programs section retrieves only programs. Searching in the Projects section retrieves only projects.

Simple searches

You can use the HCL® Marketing Software simple search function to search for most objects, including plans, programs, projects, assets, approvals, tasks, and invoices. You can perform these searches by using the Search field in the menu bar at the top of the window. For details on this search function, see the HCL Marketing Platform Administrator's Guide. You can use this search to search for most objects, including plans, programs, projects, assets, approvals, tasks, and invoices.

Advanced searches

You can use the HCL Marketing Operations advanced search function to specify more complex searches. These searches can be based on several different criteria that apply the type of items for which you are searching. You can save commonly used advanced searches to save time.

Advanced searching works the same for all objects except assets. Marketing Operations provides one type of advanced search page for assets and a different type for all other objects that contain advanced search functions.

Permissions considerations

When you search for an object, HCL Marketing Operations always conducts the search against all the objects the user has security rights to view (for example, all projects). This comprehensive search occurs even if you initiate the search from within a filtered view, such as the Active Projects view, or from within a saved search.

For example, your system administrator did not give you access to the Workflow tab of a project template. Even if you are a member of the project, tasks from the project that is created from that template do not appear in the results of an All Tasks search. However, if one or more tasks from that project are assigned to you, then those projects display regardless of your access rights.