How to Search for Items

About: This guide will demonstrate how to search for items in Surpass when creating tests. For more information, see the ‘Set Search Criteria’ section of the Surpass help page. 

Step 1: Create a test form

Once you have created your test, you will need to create a test form. Select ‘Create Test Form’ in the 'Test Forms' tab, then ‘Create New Test Form’. Select the relevant subject and test, then assign the test form an appropriate name and reference. 

Step 2: Go to the Parameter Editor screen

In the 'Test Form Rules' tab, select the relevant section and choose ‘Add’. Select ‘Create Parameter’. This will take you to the 'Parameter Editor' screen – here you can narrow down selected criteria to select items for your test.

Step 3: Use the drop down menu for different types of searches

First, select the type of criteria you wish to search by. With the exception of 'Folder Reference' and 'Specific Item', the next step will require you to select the relevant subject(s) that your items are located in. After this, the following steps will be specific to the type you have chosen to search by. Once you have completed all the steps, the available Items at the bottom of the screen will alter to tell you how many items are available matching those criteria. You can then select ‘OK’.  

Step 4: Select the desired items

You can click the desired item(s) and click ‘Select Item’ for those you wish to add to your test. Once this is done, press ‘OK’. You will now see the selected item(s) listed in your section. To remove an item, select it and press the ‘Delete’ button.

Note: If you are creating a dynamic test, you will instead have to specify a minimum and maximum number of items to be taken from your search for that section.

Step 5: Use multiple parameters

You can use more than one parameter in a search, then use the options 'Match all parameters' and 'Match any parameter' to further specify. Use the red cross to remove a search parameter.

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For further information, visit the Set Search Criteria Surpass Help page.

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