Searches

You can perform two kinds of search in HCL® Marketing Operations: simple and advanced.

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, etc.

Simple searches

IBM EMM provides a simple search function that enables you to search for most objects, including plans, programs, projects, assets, approvals, tasks, and invoices. You can perform these searches using the Search field in the menu bar at the top of the IBM EMM 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

HCL Marketing Operations also provides an advanced search function that enables you to specify more complex searches 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 functionality.

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, if you do not have access to the Workflow tab of a project template, tasks from the project created from that template do not appear in the results of an All Tasks search even if you are a member (Owner/Participant/Requester) of the project. However, if one or more tasks from that project are assigned to you, then those projects display regardless of your access rights.