Searching Tips and Tricks

Filtering Tables - The table filter is a row of editable fields at the top of the table.  Click the filter icon if the filter is not visible.

Example:

  • Click on the link to go to Syracuse Work Order
  • Click on the filter icon if the filter row is not visible.

Image of Filter Icon

  • Once the row is visible you can use one or more fields to filter the data

Image of Filter Rows of Data



Wildcard Searches

A wildcard character is used to search for a partial value in a field when you do not know the entire value. You place the wildcard where the unknown characters occur. You can use more than one wildcard character in a single search.

WildcardUse
%Substitute for a string of characters. For example, 123% find records that start with 123, such as 123, 12345, and 123ABC.
? or _Substitutes for a single character. For example, 123? or 123_ find any four-character records that start with 123, such as 1234 or 1239.


Operators for searching - An operator is used to specify the type of information that you are searching for. You can only use operators in fields that have a search type of text, such as Description fields.

OperatorUse
<Find values that are less than the value that is in the field. For example, <3 returns records with values that are less than 3, such as 2 or 1. You cannot use the less than symbol (<) for fields that have string values.
>Find values that are greater than the value that is in the field. For example, >3 finds records with values that are greater than 3, such as 4, 5, or 6. You cannot use the greater than symbol (<) for fields that have string values.
!=Find all values except for the value that is in the field. For example, !=7 returns records with values such as 4, 5, 6, and 8. You cannot use the not equal operator (!=) for fields that have date values.
>=Find values that are greater than or equal to the value that is in the field. For example, >=7 returns records with values such as 7, 8, and 9. You cannot use the greater than or equal to symbol (>=) operator for fields that have string values.
<=Find values that are less than or equal to the value that is in the field. For example, <=3 returns records with values such as 3, 2, or 1. You cannot use the less than or equal to symbol (<=) for fields that have string values.
~null~

Find records that do not include a value in a specific field. When using the List tab, the Advanced Search action, or the More Search Fields dialog box to search for records that contain null values, use the following syntax:

  • To search for records that contain a null value for a field, enter ~null~
  • To search for records that do not contain a null value for a field, enter !=~null~

You cannot use the ~null~ or !=~null~ operator in fields that have date values.

=Find records that are an exact match to your query. For example, filtering records with a status of APPR also returns records that have a status of WAPPR unless you type =APPR in the status field. If you are searching for a set of exact values, separate the values with commas. For example, filtering records with priorities =1, =2, and =3 returns records that have a 1, 2, or 3 priority.


Advanced Search with More Search Fields

  • Click on the 3 vertical dots at the top of the page to go the quick search menu

Image of Advanced Search


  • Click on the link for more search fields

Image of More Search Fields Menu


  • The search fields available will be dependent on the application where you are searching

Example of Syracuse Work Order Search:

Image of Syracuse Work Order Search Fields page 1

Image of Syracuse Work Order More Search Fields page 2

Image of Syracuse Work Order More Search Fields page 3

Image of Syracuse Work Order More Search Fields page 4