Difference between revisions of "Search"
From AgileApps Support Wiki
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# Enter a search term (an Account Name, Contact name, etc.) in the Search field: | # Enter a search term (an Account Name, Contact name, etc.) in the Search field: | ||
#: [[File:SearchBar.png]] | #: [[File:SearchBar.png]] | ||
# | # Click the down arrow at the end of the field to specify the objects in which you want to search the entered value. | ||
# | # Click Search or click the Magnifier Glass icon [[File:MagnifierIcon.png]] | ||
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[[Category:Glossary]] | [[Category:Glossary]] | ||
</noinclude> | </noinclude> | ||
Revision as of 08:51, 22 March 2018
About Search
A search action finds all records in the platform that contain the characters or words you specify. If the specified characters appear in any field in a record, the record is displayed.
- Considerations
-
- To search in specific fields, or to create more complex searches, you'll want to Filter a View to Restrict the Records it Displays.
- Improve search speed and performance by configuring Search Fields to create an index for the object
Learn more: Record Locators - Data Access Permissions determine which records are visible to a given user
- A specific syntax is required to search using a Multi Object Lookup field.
Learn more: Multi Object Lookup#Considerations
Doing a Search
- Enter a search term (an Account Name, Contact name, etc.) in the Search field:
- Click the down arrow at the end of the field to specify the objects in which you want to search the entered value.
- Click Search or click the Magnifier Glass icon
