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Advanced Search

578 bytes removed, 17:59, 12 October 2017

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:* '''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

:* [[Advanced_Search#Fields_from_other_objects|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 as well as some [[Advanced_Search#Dynamic_List_View_Filtering|filter options]].

====Dynamic List View Filtering====

The ability to '''filter searches based on UTA role'''. The following search options exist in UTA searches:

Advanced Search enables quick and easy input of multiple search criteria including AND, OR and NOT [[Boolean Operators|operators]].

Multiple criteria can be specified for searches, by clicking on the Add Criteria button at the bottom of the Advanced Search section.  If searching for internal contacts in a list that includes:

* Adam Smith

* Bob Smith

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" drop-down.

Note that, when searching Click on the '''X''' for contacts and accounts, a checklist of roles and categories, respectively, will be displayed any row to further narrow down your search. When using Advanced Search on objects of Level 1, 2 or 3 within remove that criteria from the Universal Tracking Application, [[Level_1_Templates|Templates]], [[Level_2_Types|Types]] and [[Status|Statuses]] can be selected in the checklists. Also, when searching against a Level 2 entity users will have the ability to search for the Level 2's based on Level 1 fields. In the screenshot below the options under the Grants heading relate to the Level 1 fields, whether those fields are common to all Level 2 types or are specific to a Level 2 Type.

[[Image:AdvSearchl2.png]]

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Ciaran Donnelly

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