Basic Search

The Basic Search panel is displayed to the right of all list view pages.

When using Basic Search in a , you can filter by the statuses and templates you wish to display. In the example to the right, the templates are renamed to be "Funding Programs."

By default, the Basic Search panel searches for all records. In the example to the right, Level 1 records are named "Grants." So the topmost dropdown box reads "Show All Grants".

You can search for records by the value stored in any field. Clicking the "Show All Grants" dropdown will display a list of all standard fields and custom fields for the records you are searching. If the field you are searching on is a checkbox field, the checkbox values will be displayed. If the field you are searching on is a combo box field, the dropdown values will be displayed.