From June 2019, the system will allow you to search on a table or the list control that is added to a form.
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Currently, we only support displaying information from the List (table) when a single form type is added to the search |
How to Search on a List
1. Go to Global search.
2. Select a form type with a the list or table control.
3. Once you've selected it a new search criteria section is shown called Table View.
4. This lists all the columns that you have access to on the table.
5. Select the columns you want to view in the search results and click Search.
6. The results will be displayed as a table with the columns you have selected.
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Currently, we only support displaying information from the List (table) when a single form type is added to the search |
How to search for rows with a particular value
If you need to filter the results further you can search on any of the columns with more criteria.
This will return results where the criteria matches a value in a row within the table.
Results will then return documents but with reduced rows (that match the criteria).
For example, Search for ITP Method = Lab Testing in the above example.
To do so search in the Special Fields.
Export Results to Excel
You can export these results to excel by clicking on the Excel button.
Create a Saved Search
You can save this search so it can be run again at a future time by clicking on the Save button after running the search.
Inline Editing
Inline editing is supported once a saved search is created and set to editable.
From June 2019, the system will allow you to search on a table or the list control that is added to a form.
| Table of Contents |
|---|
How to Search on a List
1. Go to Global search.
2. Select a form type with a the list or table control.
...
6. The results will be displayed as a table with the columns you have selected.
How to search for rows with a particular value
If you need to filter the results further you can search on any of the columns with more criteria.
...
To do so search in the Special Fields.
Export Results to Excel
You can export these results to excel by clicking on the Excel button.
Create a Saved Search
You can save this search so it can be run again at a future time by clicking on the Save button after running the search.
Inline Editing
Inline editing is supported once a saved search is created and set to editable.
...