Smartstaff, administrator
4,478
edits
Changes
no edit summary
To toggle back to the quick search panel, click on the the '''X''' at the top right of the Advanced Search panel.
[[Image:AdvancedSearchPanel2017AdvancedSearchPanel_2017.png|link=|border|900px]] ===Select Type and Status=== [[Image:AdvancedSearchPanel2_2017.png|link=|border|250px]] When using Advanced Search in UTAs you can filter by the statuses and [[Types|type]] of the object you wish to display. When using Advanced Search for Users you can filter by the statuses and [[Roles|roles]] of the user you wish to display. When using Advanced Search for Organizations you can filter by the statuses and [[Client Categories|categories]] of the organization you wish to display. If all case the Types, Roles, Categories and Statuses search options exist as drop-downs at the top of the Advanced Search option and have the following options:* All: will return all objects regardless of the Type, Role, Category or Status they have * No option: will only return those objects without an assigned Type, Role, Category or Status * Individual options: will only return those objects with the specific selected Type, Role, Category or Status ===Select Search options=== [[Image:AdvancedSearchPanel3_2017.png|link=|border|500px]] When using Advanced Search there are 5 fields that allow you to run a search. 1. Operators: drop-down displaying the Boolean operators used to narrow focus of the search. :* '''AND''' indicates that results must contain all words or phrases being searched. :* '''NOT''' indicates that results should not contain the words or phrases being searched. :* '''OR''' indicates that results may contain any of the words or phrases being searched. 2. Field Type: drop-down displaying the types of fields that can be searched against. This includes options such as::* '''Common Fields''' - those fields common to all records of a particular entity type:* Type specific fields - those fields that are specific to a UTA Type, User Role or Org Catergory:* Fields from other objects - UTA Records allow the ability to search fields that are from associated users and organizations or from parent records 3. Fields: drop-down displaying the fields that can be searched against. Fields listed here are based on he selected Field Type 4. Comparison operators: drop-down displaying comparison operators used to match field with search criteria 5. Search criteria: field to enter the value to be searched for.
===UTA List Views With Ability to Search Organization and Contact Fields===
The Advanced Search feature for UTAs not only includes the ability to '''search for fields found in the attributes of UTA itself, but also those fields that are from associated objects''', these users and organizations. The options were added to the '''Field Type''' field. The following associated objects were addedare available:* The organization connected to the Level 1record.* The branch connected to the Level 1record.* The external person connected to the Level 1record.* The internal person connected to the Level 1record.
[[Image:AdvancedSearchPanelMultipleCriteria2017.png|link=|border|700px]]
Once selected, a set of criteria can be saved in the system as a [[filter]], that can be re-applied later using the "Saved Filter" dropdowndrop-down.
Note that, when searching for contacts and accounts, a checklist of roles and categories, respectively, will be displayed to further narrow down your search. When using Advanced Search on objects of Level 1, 2 or 3 within the Universal Tracking Application, [[Level_1_Templates|Templates]], [[Level_2_Types|Types]] and [[Status|Statuses]] can be selected in the checklists.
===Searching Dates===
When using the Advanced Search to search a date field (both Standard or Custom fields) then the user is presented with a different series of search options to match against:
* '''This Year''' - returns records that have a date value in the selected field of the current year.
===Saved Searches===
{{SavedSearches}}
==See Also==