Difference between revisions of "Search"
From AgileApps Support Wiki
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==About Search== | ==About Search== | ||
The search action finds all records in the platform that match specified keywords. Users can create simple keyword searches or build advanced search criteria to locate records in [[Objects]]. | The search action finds all records in the platform that match specified keywords. Users can create simple keyword searches or build advanced search criteria to locate records in [[Objects]]. | ||
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:* A specific syntax is required to search using a [[Multi Object Lookup]] field.<br>''Learn more:'' [[Multi Object Lookup#Considerations]] | :* A specific syntax is required to search using a [[Multi Object Lookup]] field.<br>''Learn more:'' [[Multi Object Lookup#Considerations]] | ||
== | ==Doing a Basic Search== | ||
# Enter a search term (an Account Name, Contact name, etc.) in the Search field | |||
# Click the Magnifier Glass icon. | |||
Enter a search term ( | |||
:[[Image:search.gif|none|thumb]] | :[[Image:search.gif|none|thumb]] | ||
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===Search within an Object=== | ===Search within an Object=== | ||
To search within an object: | To search within an object: | ||
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#Click the [Go] button | #Click the [Go] button | ||
#:The records found in the search appear in sections, one for each object. Within each section, the records can be selected for viewing. | #:The records found in the search appear in sections, one for each object. Within each section, the records can be selected for viewing. | ||
--> | |||
==Wildcard Search== | ==Wildcard Search== | ||
{{:Wildcard Search}} | {{:Wildcard Search}} | ||
Revision as of 19:29, 13 January 2012
About Search
The search action finds all records in the platform that match specified keywords. Users can create simple keyword searches or build advanced search criteria to locate records in Objects.
- Considerations
-
- In general, you'll use a Search to find a specific record. To view a set of records, explore the View Filter options.
- Improve search speed and performance by configuring Search Fields to create an index for the object
Learn more: Record Locators - It is possible to conduct a simple keyword search from any tab, but only certain tabs support Advanced Search
- The Calendar and Reports objects are excluded from Search
- Permission Rights associated with Roles determine whether a particular record is visible to the user
- A specific syntax is required to search using a Multi Object Lookup field.
Learn more: Multi Object Lookup#Considerations
Doing a Basic Search
- Enter a search term (an Account Name, Contact name, etc.) in the Search field
- Click the Magnifier Glass icon.
Wildcard Search
Default and Custom Search Options
By default, a search includes all objects in the Application, including hidden objects.
To change this default and restrict the search to only a specific object or the currently specified object, see Personalize.