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==Advanced Search Overview==
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:AdvancedSearchAccess.png|link=|550px]]
To toggle back to the quick search panel, click on the the '''X''' at the top right of the Advanced Search panel.
[[Image:AdvancedSearchAccess2018.png|link=|900px|border|900px]]
==Select Type and Status==
::[[Image:AdvancedSearchPanel2_2017.png|link=|250px|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.
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
==Search options==
[[Image:AdvancedSearchPanel3_2017.png|link=|900px|border]]
:* '''(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 searched in 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 (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
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 Organization Category
:* [[Advanced_Search#Fields_from_other_objects|Fields from other objects]] - UTA 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 opertors includes:
* '''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 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.
Date fields (both Standard or Custom fields) include the following options: * '''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.
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.
The Advanced Search feature for UTAs not only includes the ability options were added to search for fields found in the UTA itself, but also those fields that '''Field Type''' field. The following associated objects are from associated users and organizations. available:
* The organization connected to the record.
* The branch connected to the record.
[[Image:Advanced_search_field_type2017.png|link=|700px|border|700px]]<br />
''Illustrated is the Field Type dropdown option in the Advanced Search with some associated objects displayed (above).'''
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.
The Advanced Search feature for Users also includes the ability to search for fields found in the parent Organization.
===Dynamic List View Filtering===
The ability to '''filter searches based on UTA role'''. The following search options exist in UTA searches:
* My Level 1 - Assigned in Companies with Role
* Contacts Assigned in Role
* Companies Assigned in Role
* My Level 2 / Level 3 - Owner
* My Level 2 / Level 3 - 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 enables quick and easy input of multiple search criteria including AND, OR and NOT [[Boolean Operators|operators]]section.
* Adam Smith
* Bob Smith
...the below set of search criteria will return a list of Adam Smith and Cathy Jones, but not Bob Smith.
[[Image:AdvancedSearchPanelMultipleCriteria2017.png|link=|700px|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" drop-down.
