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Performing a Sub-search to Refine Search Results

SUMMARY Use a sub-search to search within a set of completed search results. You can refine your search results without searching the database again. Each time that you perform a search, the entire database is queried for connections that match your criteria. This process might take an extended amount of time, depending on the size of your database.

A sub-search is not available for grouped searches or searches in progress.

  1. Click the Risks tab.
  2. On the navigation menu, click Connections.
  3. Perform a search.
  4. When your search is complete, add a filter by completing the following steps:
    1. Click Add Filter.
    2. Using the first list, select an attribute on which you want to search.
    3. Using the second list, select the modifier that you want to use for the search. The list of modifiers that display depends on the attribute that is selected in the first list.
    4. In the text field, type-specific information that is related to your search.
    5. Click Add Filter.
      Tip: If the search remains in progress, partial results are displayed. The Original Filter pane indicates the filter that the original search was based on. The Current Filter pane indicates the filter that is applied to the sub-search.

      You can clear sub-search filters without restarting the original search. Click the Clear Filter link next to the filter you want to clear. If you clear a filter from the Original Filter pane, the original search is relaunched.

  5. Click Save Criteria to save the sub-search.

If you delete the original search, you can access the saved sub-search. If you add a filter, the sub-search searches the entire database since the search function is no longer based on a data set that was previously searched.