Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

The search capability enables you to customize search criteria for database queries. You can save most frequently used searches, designate a default search, and delete searches that are no longer needed. The fields that appear in the Search detail pane vary from center to center. 

Define Search

You define a search by submitting search parameters that define a database query.

To define a search:

  1. In the workspace, click the chevron next to the magnifying glass. Or, on the ribbon,  select Search and 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. Define the criteria for your database query using the available options.
    - Make a selection from a drop-down list.
    - Select a date from the Date Selector calendar or choose a value from the macro drop-down list.
    - Click the ellipsis in a Data Lookup field to open a window where you can define criteria. 
  3. Click + to add other search parameters.
    You see the Fields dialog box with a list of available fields.
  4. Select the field(s) you wish to add and click Apply to add them to the Search pane.
  5. Click Clear All to remove all selected search criteria.
  6. 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.
  7. Enter the name in the Search Name field and click Save if you wish to save the parameters for future use.
  8. When you have defined the criteria, click Search.
    The Search detail pane closes and you see the results in the workspace.

Search Options

You can define a search to limit the data displayed in the workspace.

...