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Advanced search

With advanced search, you can select from several types of search criteria to limit a search to help you locate a specific record or group of records when there is a large number of records in a table. The search provides two entries where users can specify a table to search (Look For) and a view to search (View). In addition to these two entries, the following tabs are available to further define a search.

Note Not all these tabs are available for all tables, as not all tables include all the search criteria available on each tab.

  • The Table tab identifies the table being searched (for example, Change or Incident). This tab includes the main fields for the table being searched. Smart Search is used so that the search automatically includes the ID prefix ( IM for incident records) as part of a record number search. For example, when you search for record number 1003, the search will locate IM1003. This tab also includes more choices (checkboxes) that provide additional search criteria to further limit a search.
  • The Advanced Filter tab enables users to create and save filters for advanced searches that locate a specific set of records, such as all interaction records closed after a certain date. A wizard helps users construct a complex query that combines various search criteria and compounds to create an advanced search. The selections include all available fields for the table you are searching with comparison criteria based on the data type of the field you choose. The Advanced Filter tab also includes a Not check box, which gives you the ability to negate any search criteria or whole compounds.
  • Where applicable, there is also a Text Search tab that enables you to search for text in IR Key fields defined for the table in the dbdict. For example, an IR Key that has a description defined could be searched for a text string.