Use the
DataSearch form to search for information stored
anywhere in the application. The search results are listed numerically or
alphabetically by data source.
For example, you could search for all instances of the text string
"Young" across all data sources. The results list every data source in the
system where "Young" is found, for example in customers, orders, items,
vendors, purchase orders, and so on. You can expand the data source to see a
list of every occurrence within that data source.
To search for a value:
-
Open the
DataSearch form.
-
Specify the search value, which can include an asterisk (*) as a
wildcard.
Note:
- Searches are not case sensitive: The system treats "Test" the
same as "test" when querying.
- The wildcard is not generally needed, because all value
interpreters except
Exact Phrase use implied wildcards. The
Begins with value interpreter, for
example, treat search terms like this:
Search Term*
When using
Any of these words or
All of these words as the value interpreter,
you can specify multiple values to search for, separating them with spaces.
Other value interpreters treat whatever is in the
Search field as literal
values, including spaces, unless the asterisk is used.
-
Specify how to interpret the value:
| This value
interpreter:
|
Handles the
search term(s) like this:
|
|
Any of these words
|
The search
retrieves all data with values that have any one of the search terms, similar
to a Boolean OR clause.
|
|
All of these words
|
The search
retrieves only data that has all of the specified search terms, similar to a
Boolean AND clause.
|
|
Contains
|
The search retrieves only records that contain the
search term exactly as specified.
For example, a search for the term
"testuser" would retrieve records
containing both "testuser" and "testuser1".
|
|
Begins with
|
The search retrieves only records that contain the
entire search term, exactly as specified, but only when the search term is used
at the beginning of the field value in which it is found.
For example, a search for the term
"test user" would retrieve a
record that contains the value "Test User John", but not for record "John Test
User".
|
|
Ends with
|
The search retrieves only records that contain the
entire search term, exactly as specified, but only when the search term is used
at the end of the field value in which it is found.
For example, a search for the term
"test user" would retrieve a
record that contains the value "John Test User", but not for record "Test User
John".
|
|
Exact Phrase
|
The search retrieves records that contain only the
search term, exactly as specified.
For example a search for the term
"testuser" would retrieve records
containing "testuser" but not "testuser1".
|
Note: Queries that use the value interpreters
Any of these words and
All of these words search across all
searchable properties. In these cases, each word is treated as a separate term
and searched for individually.
In contrast, the other four value interpreters are variants on
phrase-matching, where the whole search expression is treated as one phrase
that must be matched within each searchable property.
-
Optionally, specify which data sources to look in.
By default, all data sources are used.
Note: You can define additional custom DataSearch Sources.
-
To perform the search, click the search (magnifying glass) button.
The results are displayed, initially grouped by data source. The
Count field indicates
how many records in the data source include the search term, not how many
instances of the search value were located.
Note: If the search term is found in a property that was both
searched and displayed, it is highlighted with an amber background. If the
search term is found in a property that was searched but not displayed, then
nothing in the information that is displayed is highlighted in this way.
-
To expand a data source and view the results in a grid, click the
+ button.
Once the DataSearch query has been done, you have many of the same
layout, display, print, and export options as for any other type of DataView
display.
There are some differences, however. For one thing, display options
are fewer and more limited, basically to expanding or collapsing the results
from each DataSearch Source and to rearranging columns.
Also, you can only have a single layout for each DataSearch Source at
each level of scope.