Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

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.

Image RemovedImage Added

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 tableĀ table.

Image RemovedImage Added

5. Select the columns you want to view in the search results and click Search.

Image RemovedImage Added

6. The results will be displayed as a table with the columns you have selected.

Image RemovedImage Added

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.

...

Results will then return documents but with reduced rows (that match the criteria).

For eg, Search for ITP Method = Lab Testing in the above example.

To do so search in the Special Fields.

Image RemovedImage Added

Image RemovedImage Added

Export Results to Excel

You can export these results to excel by clicking on the Excel button.

Image RemovedImage Added

Image RemovedImage Added

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.

Image RemovedImage Added

Image RemovedImage Added

Inline Editing

Inline editing is supported once a saved search is created and set to editable.

Image RemovedImage Added