Categorization and advanced searching

In this lesson, we’ll learn how to categorize items, and use that categorization to locate items with the Advanced Search feature.

Item categorization

Let’s explore how to use categorization to organize and identify subsets of items.

Key takeaways

1. Categorization is used to organize subsets of items with attributes unique to the subset.
2. Category attributes can be edited through the Categorization tab in the item details panel.
3. Categorizations and category attributes are configured by your Tenant Administrator.

Advanced searching

Understanding the Advanced Search feature will help you locate items and files in Upchain. Let’s build a search query and use the information contained within the results.

Key takeaways

1. Advanced search enables powerful searches across all projects you have access to.
2. Search criteria can be saved as public/private and accessed later.
3. Items in the search results can be copied and pasted into a project.