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Difference between revisions of "Search"

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The search action finds all records in the platform that match specified keywords. Users can create simple keyword searches or build advanced search criteria to locate records in [[Objects]].  
__TOC__
===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:  
;Considerations:  
:*To search in specific fields, or to create more complex searches, you'll want to [[HowTo:Filter a View to Restrict the Records it Displays|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<br>''Learn more:'' [[Record Locator]]s  
:*Improve search speed and performance by configuring ''Search Fields'' to create an index for the object<br>''Learn more:'' [[Record Locator]]s  
:*It is possible to conduct a simple keyword search from any tab, but only certain tabs support [[#Advanced Search|Advanced Search]]
:*[[Data Access Permissions]] determine which records are visible to a given user
::*The [[Calendar]] and [[Reports]] objects are excluded from Search
:*[[Available Permission Rights|Permission Rights]] associated with [[Role]]s determine whether a particular record is visible to the user
:* 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]]


==How to Search==
===Basic Search===
Learn to search the platform effectively:
# Enter a search term (an Account Name, Contact name, etc.) in the Search field:
 
#: [[File:SearchBar.png]]
*[[#Simple Keyword Search|Simple Keyword Search]]
# Click the Magnifier Glass icon [[File:MagnifierIcon.png]]
*[[#Search within an Object|Search within an Object]]
*[[#Search in All Objects|Search in All Objects]]
 
*[[Advanced Search|Advanced Search]]
 
===Simple Keyword Search===
Enter a search term (can be Account Name, Contact, Tag, etc.) in the Search field and click [Go].
:[[Image:search.gif|none|thumb]]
 
===Search within an Object===
To search within an object:
#From the [[Navigating the User Interface|Side Bar]], note that the current object is selected as the default in the search
#Optionally, choose a different object
#Enter a Search term in the text box
#:This term defines the search criteria; For more information on building search criteria, see [[#Wildcard Search|Wildcard Search]]
#Click the [Go] button.
#:The records found in the search appear in a [[View]].  
#Optionally, click the checkbox [[Image:checkboxicon.gif|link=]]icon to select records in the view and perform [[More Actions]]
 
Using Alphabetic search in a view:
 
Alphabetic search is available for all fields except Date, Number and Boolean field types. Alphabetic search is performed on the sorted column.
 
To sort a column:
 
# Click on the column heading
# Choose '''Alphabetic Search'''
# Click on the letter of the alphabet to search on.
 
System generated views (All Records and My Records) are sorted on Date Modified. While sorted on that column, there is no Alphabetic Search option. That option appears when you select an column that allows alphabetic search.
 
===Search in All Objects===
To search across all objects in the platform:
#From the [[Navigating the User Interface|Side Bar]], choose "All" objects from the menu
#Enter a Search term in the text box
#:This term defines the search criteria; For more information on building search criteria, see [[#Wildcard Search|Wildcard Search]]
#Click the [Go] button
#:The records found in the search appear in sections, one for each object. Within each section, the records can be selected for viewing.
 
==Wildcard Search==
{{:Wildcard Search}}
 
==Default and Custom Search Options==
By default, a search includes all objects in the [[Application]], including hidden objects.
 
To change this default and restrict the search to only a '''specific object''' or the currently '''specified object''', see [[Personalize#About Search Settings|Personalize]].
 
==Advanced Search==
{{:Advanced Search}}


===Restricted Search===
{{:Restricted Search}}
<noinclude>


[[Category:Glossary]]
[[Category:Glossary]]
</noinclude>

Latest revision as of 22:24, 16 October 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

Basic Search

  1. Enter a search term (an Account Name, Contact name, etc.) in the Search field:
    SearchBar.png
  2. Click the Magnifier Glass icon MagnifierIcon.png

Restricted Search

By default, a Search examines all records in the current object. But you can change the Search mode to:

  • Search only those records in the current view
  • Search only those records you own (My Records)

Thumbsup.gif

Tip: Reducing the scope of the search generally makes it run faster.

To change the Search mode:

  1. From the Search bar, click the down arrow:
    SearchAdvanced.png
  2. Select your search option:
    • Search - Normal search
    • Search within Selected View Only - Search only those records that appear in the current View.
    • Search My Records Only - Restrict the search to records you own
  3. Enter the Search text for the record(s) you want to locate
  4. Click the [Search] button.

When the search completes, the records that match your criteria are displayed, and the current view indicator changes to show that you are displaying search results:

SearchResultsViewIndicator.png

To return to a different view, click the down arrow next to the view indicator and make a selection from the list it displays.

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