LongJump Support Wiki

Difference between revisions of "Search"

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==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.  


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:*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]].
:*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  
:*[[Available Permission Rights|Permission Rights]] associated with [[Role]]s determine which records are visible to a given user
:*[[Data Access Permissions]] determine which records are visible to a given 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]]


==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]]
<!--
===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]]


===Use Alphabetic Search in a View===
===Restricted Search===
 
;To do an alphabetic search:
 
# Click on the column heading to sort the data using that column
# Choose '''Alphabetic Search'''
# Click on the number or letter of the alphabet to search on.
 
:;Considerations:
::* An alphabetic search can be performed only on fields that contain characters.
::* It cannot be performed on Date, Number and Boolean fields.
::* An alphabetic search is always performed on the current sort-column.
::* 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 only when you select an column that allows alphabetic search.
::* The Tree Display type does not permit alphabetic search.<br>''Learn more:'' [[View Display Type]]s
 
===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]].
-->
 
==Restricted Search==
{{:Restricted Search}}
{{:Restricted Search}}
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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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