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Advanced Search

1,058 bytes added, 19:20, 22 August 2019
Saved Searches
* 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
 
[[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.
:* ''') OR (NOT''' - indicates that results must match conditions contained within the preceding brackets OR not those within the proceeding brackets
NOTE'''Note''': ")" will be automatically added after the last row.
2. Field Type: drop-down displaying the types of fields that can be searched against. This includes options such as:
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 opertors operators includes:
* '''Contains''' - returns records with text anywhere in the selected field that matches the text entered in the Search Term field.
* '''Multiple''' - returns records where text in the selected field exactly matches any of the listed values in the Search Term field. Values must be separated with semi-colons.
* '''Is Empty''' - returns records that have no text in the selected field.
 
'''Note''': Comparison operators will change depending on the field type. For example, numeric fields such as selecting "Age as of July 1, 2018" will return the comparison operators of "Equals," "Greater Than," "Less Than," etc.
Date fields (both Standard or Custom fields) include the following options:
* '''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 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.
==Saved Searches==
{{SavedSearches}}Your SmartSimple system will automatically save your last five recently searched filters. They can be found in your Advanced Search by selecting the dropdown tab from Filters.  :: [[File:Recently saved searches.png|500px|border]]Your Advanced Search filters can also be integrated with [[List View Overview|List Views]]. Please see the [[List View Overview]] for more. You can also manually save a filter when you use advanced or basic search to return records based on search criteria. You will be presented with the Save Search button, and the fields to fill in regarding the filter to be saved.
You may similarly edit and update filters with changes to the criteria used. The Edit Filter button is highlighted in red in the screenshot below: 
:: [[File:EditFilters.png|border]]
==See Also==
* [[Basic Search]]
* [[List Views View Overview]]
[[Category:Navigation]]
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