Changes

SmartSimple contains search functionality for records at all levels.

On any given [[Search Panel|search panel]], click on the option "Advanced Search" to access the Advanced Search panel.

[[Image:AdvancedSearchPanel_2017AdvancedSearchAccess2018.png|link=|900px|border|900px]]

::[[ImageFile:AdvancedSearchPanel2_2017Screenshot 22.png|link=|border|250px200px]]

2. Select the '''Configuration Settings''' gear icon on the top right. [[File:Screenshot 23.png|150px]] 3. Under the "General" tab, scroll down to '''Arcadia Interface Options''' and select '''Summary and List View Options'''. [[File:Screenshot 24.png|600px]] 4. Choose which Roles you would like to grant access to '''Advanced Search.''' If there are no restrictions, select '''Everyone''' from the dropdown. [[File:Screenshot 25.png|380px]] 5. To ensure that your enabling was successful, return to your original application via the 9-square menu. On the right side of the search panel should be a down arrow that opens '''Advanced Search''' options. [[File:Screenshot 26.png|100px]] ==Select Type and Status==:: [[Image:AdvancedSearchPanel2_2017.png|link=|250px|border]]When using Advanced Search in UTAs you can filter by the statuses and [[Types|type]] of the object you wish to display.

===Search * 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

When using Advanced ==Search there are 5 fields that allow you to run a searchoptions==[[Image:AdvancedSearchPanel3_2017. png|link=|900px|border]]

When using Advanced Search there are 5 fields that allow you to run a search. There is no upper limit on filter criteria for list views.  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. Only appears in the first row of search criteria. :* '''(NOT''' - indicates that results should not contain the words or phrases being searched. Only appears in the first row of search criteria.:* '''AND''' - indicates that results must contain all words or phrases being searched in both the current and preceding row of search criteria. :* '''OR''' - indicates that results may contain any of the words or phrases being searchedin either the current or preceding row of search criteria.:* '''AND NOT''' - indicates that results must not contain all words or phrases being searched in the current row of search criteria AND that the preceding condition must also apply.:* '''OR NOT''' - indicates that results must not contain all words or phrases being searched in the current row of search criteria OR that the preceding condition must also apply.:* ''') AND (''' indicates that results must match conditions contained within both brackets:* ''') OR (''' - indicates that results must match conditions contained within either of the brackets:* ''') AND (NOT''' - indicates that results must match conditions contained within the preceding brackets and not those within the proceeding brackets:* ''') OR (NOT''' - indicates that results must match conditions contained within the preceding brackets OR not those within the proceeding brackets '''Note''': ")" will be automatically added after the last row.

:* Type specific fields - those fields that are specific to a UTA Type, User Role or Org CatergoryOrganization Category:* [[Advanced_Search#Fields_from_other_objects|Fields from other objects ]] - UTA Records allow the ability to search searches allows searching of fields that are from associated users and organizations or from parent records; User searches allows searching of fields that are from parent organizations

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]].

4. Comparison operators: drop-down displaying comparison operators used to match field with search criteria. The basic list of comparison operators includes:

5* '''Contains''' - returns records with text anywhere in the selected field that matches the text entered in the Search Term field.* '''Matches''' - returns records where text in the selected field matches exactly the text entered in the Search Term field.* '''Starts with''' - returns records where the start of the text in the selected field matches exactly the text entered in the Search Term field. * '''Ends With''' - returns records where the end of the text in the selected field matches exactly the text entered in the Search criteria: Term field to enter .* '''Multiple''' - returns records where text in the value to selected field exactly matches any of the listed values in the Search Term field. Values must be searched forseparated with semi-colons.* '''Is Empty''' - returns records that have no text in the selected field.

* '''On''' - returns records that have a date value in the selected field that matches exactly the date entered in the Search Term field.* '''On or Before''' - returns records that have a date value in the selected field that either exactly matches or falls before the date entered in the Search Term field.* '''On or After''' - returns records that have a date value in the selected field that either exactly matches or falls after the date entered in the Search Term field.* '''Is empty''' - returns records that have no value in the selected field.* '''Last Year''' - returns records that have a date value in the selected field of the previous year from the current year.* '''This Year''' - returns records that have a date value in the selected field of the current year.* '''This Month '''- returns records that have a date value in the selected field of the current month. * '''Last Month '''- returns records that have a date value in the selected field of the previous month from the current month. * '''Within the next X days '''- returns records that have a date value in the selected field that falls within the entered variable amount of days ''from'' the current day. * '''Within the past X days '''- returns records that have a date value in the selected field that falls within the entered variable amount of days ''before ''the current day. * '''X days before today '''- returns records that have a date value in the selected field that is exactly the entered variable amount of days ''before'' the current day. * '''X days after today '''- returns records that have a date value in the selected field that is exactly the entered variable amount of days ''after ''the current day.  '''Note: '''For date fields using a variable amount (i.e. '''X days'''), enter your preferred value in the '''Value '''field next to the date field.  5. Search Term field: field to enter the value to be searched for in the selected Field. If the field has predefined options (eg. a Select One - Combo Box), you will be presented with a list of the options, from which you can select as many as you would like, one at a time.   ===Fields from other objects===The Advanced Search feature for UTAs not only includes the ability to search for fields found in the UTA itself, but also those fields that are from associated users and organizations.

[[Image:Advanced_search_field_type2017.png|link=|700px|border|700px]]<br />

The Advanced Search feature for UTAs also includes the ability to search for fields found in the parent record. So if searching for a {{L2}} record then you will have option against {{L1}} fields.

* Companies Assigned in Role

===Multiple search criteria===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. You may have multiple criteria options for one filter search line. 

[[Image:AdvancedSearchPanelMultipleCriteria2017.png|link=|700px|border|700px]]

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==Saved Searches==Your SmartSimple system will automatically save your last five recently searched filters.png]]They can be found in your Advanced Search by selecting the dropdown tab from Filters. 

===Searching Dates===When using the Advanced Search to search You can also manually save a date field (both Standard filter when you use advanced or Custom fields) then the user is presented with a different series of basic search options to match against: * '''On''' - returns return records that have a date value in the selected field that matches exactly the date entered in the Search Term fieldbased on search criteria. * '''On or Before''' - returns records that have a date value in the selected field that either exactly matches or falls before the date entered in You will be presented with the Save Search Term field. * '''On or After''' - returns records that have a date value in button, and the selected field that either exactly matches or falls after the date entered fields to fill in regarding the Search Term field. * '''Is empty''' - returns records that have no value in the selected field.* '''Last Year''' - returns records that have a date value in the selected field of the previous year from the current year.* '''This Year''' - returns records that have a date value in the selected field of the current yearfilter to be saved.