Access Quick Search from the table view by clicking Search in the action bar. Quick Search makes it fast and easy to run simple searches on records in a table.
After you run your search and find the records you need to work with, you can hide the search pane by clicking Search again or clicking the X in the top right corner. Hiding the pane doesn't change the results shown in the table view. If you prefer to keep the pane open all the time, click the pin icon to keep it in place. To remove your search criteria and show all records in the table, click Clear All Filters in the search pane.
To keep the Quick Search pane open until you dismiss it, click the pin icon. This keeps the Quick Search pane open while you navigate across tables or open and close records. You can click the pin icon again to unpin the pane, or click X to unpin and close it.
To run a Quick Search:
The settings gear opens several advanced options, including the synonym dictionary and Active Only settings mentioned above:
Click Apply to search using your terms, or press Enter on your keyboard after entering the last search term.
To quickly find records by ID, open Quick Search and enter an ID number, list of numbers, or range of numbers in the Text search box. You don't need to use the ID field. For example, 10-15,22,23 will find records 10, 11, 12, 13, 14, 15, 22, and 23. You can search for numbers elsewhere by enclosing the number in quotation marks, searching the number and a word, or selecting a field from the drop-down menu. You can search for numbers as text instead by clicking More Options and selecting the Treat numbers as words checkbox. You can also search using parentheses and operators. For example, searching Status=Active would return all Active records, instead of records that contain the words status and active. Field labels are case sensitive when searching in this manner. For more information on syntax and operators you can use in Quick Search, see EWSearchTableWithQuery, an API function that uses the same format. |
The fields that appear in the Quick Search pane are configured in Configuring Views. Depending on your permissions, you can configure your personal view to set your desired Quick Search fields, and administrators can set Quick Search fields in views available to other users.
Quick Search Setup is a key usability recommendation before going live with the system.
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