Search
From AgileApps Support Wiki
Revision as of 22:50, 7 June 2013 by imported>Aeric (→Basic Search)
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
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- 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
Basic 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
