Difference between revisions of "Search"
From LongJump Support Wiki
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:* 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== | ||
# 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 | ||
# Click the Magnifier Glass icon. | # Click the Magnifier Glass icon. | ||
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To change this default and restrict the search to only a '''specific object''' or the currently '''specified object''', see [[Personalize#About Search Settings|Personalize]]. | 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}} | {{:Restricted Search}} | ||
Revision as of 20:10, 13 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 - It is possible to conduct a simple keyword search from any tab, but only certain tabs support Advanced Search
- The Calendar and Reports objects are excluded from Search
- Permission Rights associated with Roles determine whether a particular record is visible to the 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.
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)
Tip: Reducing the scope of the search generally makes it run faster.
To change the Search mode:
- From the Search bar, click the down arrow:
- 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
- Enter the Search text for the record(s) you want to locate
- 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:
To return to a different view, click the down arrow next to the view indicator and make a selection from the list it displays.