Difference between revisions of "Search"
From AgileApps Support Wiki
imported>Aeric |
imported>Aeric |
||
| Line 1: | Line 1: | ||
__TOC__ | __TOC__ | ||
==About Search== | ===About Search=== | ||
A search action finds all records in the platform that contain the characters or words you specify. If the specified characters appear in any field in a record, the record is displayed. | A search action finds all records in the platform that contain the characters or words you specify. If the specified characters appear in any field in a record, the record is displayed. | ||
| Line 9: | Line 9: | ||
:* A specific syntax is required to search using a [[Multi Object Lookup]] field.<br>''Learn more:'' [[Multi Object Lookup#Considerations]] | :* A specific syntax is required to search using a [[Multi Object Lookup]] field.<br>''Learn more:'' [[Multi Object Lookup#Considerations]] | ||
==Basic Search== | ===Basic Search=== | ||
# Enter a search term (an Account Name, Contact name, etc.) in the Search field: | # Enter a search term (an Account Name, Contact name, etc.) in the Search field: | ||
#: [[File:SearchBar.png]] | #: [[File:SearchBar.png]] | ||
# Click the Magnifier Glass icon [[File:MagnifierIcon.png]] | # Click the Magnifier Glass icon [[File:MagnifierIcon.png]] | ||
=== | ===Restricted Search=== | ||
= | |||
{{:Restricted Search}} | {{:Restricted Search}} | ||
<noinclude> | <noinclude> | ||
Revision as of 23:25, 24 January 2012
About Search
A search action finds all records in the platform that contain the characters or words you specify. If the specified characters appear in any field in a record, the record is displayed.
- Considerations
-
- To search in specific fields, or to create more complex searches, you'll want to Filter a View to Restrict the Records it Displays.
- Improve search speed and performance by configuring Search Fields to create an index for the object
Learn more: Record Locators - Permission Rights associated with Roles determine which records are visible to a given user
- A specific syntax is required to search using a Multi Object Lookup field.
Learn more: Multi Object Lookup#Considerations
Basic Search
- Enter a search term (an Account Name, Contact name, etc.) in the Search field:
- Click the Magnifier Glass icon
