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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


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How to Search on a List

1. Go to Global search

2. Select a form type with a the list or table control.

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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 

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

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

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

To do so search in the Special Fields



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Export Results to Excel

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


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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

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Inline Editing

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