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How to use Search 2.0

Use the new Search 2.0 to find posts, documents or drugs

Written by Doug Foster
Updated this week

One of the key features of inVision is the dynamic search function within a project.

The search bar is at the top right of the project homepage and can be used to find alerts, topics, and drugs within the project.

Search Results

Users can enter a keyword or keywords into the search bar to populate a list of related items within the project. This list can be filtered by date and item type and can be sorted by date, alphabetical order, and relevance.

You search screen will look similar to the below.

  1. To change your search update the keywords and click the Apply Filters button.

  2. You will see your current filters on the left. To remove a filter click on the x next to the specific filters.

  3. You can adjust the date range to limit your search to posts within a specific timeframe.

  4. You can use Priority to search for posts with only a specific priority.

  5. Click on the down arrow next to the Record Type to change the types of records that are included in the search such as Conference Posts, Booths, or Project Documents. You may need to click in the box to scroll or search for specific types.

  6. Use Status to search for posts that are In Review or Draft status.

  7. Click in the Project / Conference search box to limit your search to specific projects or conferences.

  8. Click on the down arrow next to Topics / KIQs to limit your search to specific topics.

  9. Click on the down arrow next to Email Alerts to limit your search to a specific email alert type

  10. Once you are done updating your search filters click on Apply Filters to update the search.

  11. If you want to be able to perform the same search again, use the My Saved Searches drop down to save or recall a specific set of search filters.

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