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You can search on a table or the list control that is added to a form.

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How to Search on a List

1. Go to Global search.

2. Select

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form type

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that has a

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list or table control.

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  You can pick more than one form.

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3. Once selected, go to the Table View selection criteria.

4. This lists all the columns that you have access to on the

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table.  If you have selected more than one form with a list table both will be displayed.

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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

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Search for

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Rows with a

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Particular Value

If you need to filter the results further you can search on any of the columns

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using the Special Fields Criteria.

This will return results where the criteria matches a value in a row within the table. 

Results will

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return documents but

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show only the rows

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that match the criteria

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.

For

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

To do

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a 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

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, select the criteria required. 

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Table of Contents