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Preform search and find

Created: Aug 16, 2016 8:45 am
Topics: Search & Find

To find records, enter in Find mode. You type search criteria (the value or values to find) into fields in a find request, which looks like a blank record. When you perform the find, you serach for records that match the criteria you entered. Matching records replace any previous found set. 

To make a find request: 

1. Switch to Find mode by clicking Find in the status toolbar. 

2. In the find request, select a text, number, date, time, timestamp or calculation field to use for finding and then type a value in the fields. 

3. You can click Omit to exclude records matching a specific set of criteria. 

4. Click Perform Find. 

Your find request returns a found set of records. The light green area of the pie chart in the status toolbar indicates the portion of the total records displayed. 

Operators can be used, if user is searching for specific terms. 

Let's say you are searching for records in which one or more fields contain duplicate values (example the same case name in the Case name field in multiple records).

Tags: search, find
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