If you want to use a criterion that isn't already visible as part of the default, click the link Add Criteria or click the green plus icon at the end of the row (see image below). An extra row is added to the criteria section, and a drop-down in that row lets you choose a criterion from a list of all possible criteria for this record type. The drop-down is organized with all the system fields at the top of the list, and all the custom fields at the bottom of the list. The custom fields are grouped by category, and each category displays its title above its custom fields. In the example below, the Invoice record type has a Terms category, with a detail Net Terms (days) in that category.

Custom Fields Drop-down List

If you don't want to use a criterion, you can remove it using the "minus" icon at the right of the criterion's row. Or you can simply not enter a value for that criterion, and it will be ignored when the search is run.

Note: If you enter invalid data in a search criterion field (such as entering text characters in a numeric field), an error message is generated after you click Search.

The values that you type in the Custom Search page are used to filter the search results. Search is flexible, and can do more than look for a simple equality between your values and a record's values. Listed below are the possible types of matches.

Links to other records

You can search based on a record's link to another related record. For example, you can search for Invoice records that have a specific Timekeeper value in a Line Item record, or that do not have that specific value. "Equal To" and "Not Equal To" are the only possible choices in drop-down lists for such links.

Other Criterion Features

You can erase all the criterion values that you have entered by clicking the link Clear Values.

You can restore the list of criteria to their default values by clicking the link Reset to Default. This will also reset any changes that you have made to results columns, which are described in the next topic.