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  1. In the workspace, click the chevron next to the magnifying glass.  Or click select Search on the ribbon and select click New Search from the drop-down list.
    You see the Search detail pane with the default fields for defining your search. The fields that are displayed vary with the workspace that is opened.
  2. Click + to add other search parameters.
    You see the Fields dialog box with a list of available fields.
  3. Select the field(s) you wish to add and click Apply to add them to the Search pane.
  4. Define the criteria for your database query by making selections using the available dropoptions.
    - Drop-down lists, date selectors, or text boxes.. Make a selection. 
    - Date Selector field indicated by a calendar icon. Select a date from the calendar or choose a value from the macro drop-down list.
    - Data Lookup field. Click the ellipsis. You see a Search window. 
    - Text boxes. Enter a value.
  5. Select the Make This My Default Search check box to make the search criteria your default.
    The next time you log on, you see the results of this search reflected in the workspace.
  6. ClickEnter the name in the Search Name field and click Save if you wish to save the parameters for future use.
    You see a Save As dialog box.Enter the name in the Search Name field.
  7. When you have defined the criteria, click Search.
    The Search detail pane closes and you see the results in the workspace based on your search selections.

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