Difference between revisions of "Search"
From AgileApps Support Wiki
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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 Search=== | ||
# 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]] | ||
# Use the down arrow at the end of the field to specify the objects to search | # Use the down arrow at the end of the field to specify the objects to search | ||
# Press Enter or click the Magnifier Glass icon [[File:MagnifierIcon.png]] | # Press Enter or click the Magnifier Glass icon [[File:MagnifierIcon.png]] | ||
<noinclude> | <noinclude> | ||
[[Category:Glossary]] | [[Category:Glossary]] | ||
</noinclude> | </noinclude> | ||
Revision as of 22:51, 7 June 2013
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:
- Use the down arrow at the end of the field to specify the objects to search
- Press Enter or click the Magnifier Glass icon
