To perform an advanced search from an object list form
Purpose
You can use the filter configuration form to perform an advanced search on a list. Figure 1-6, Filter configuration form shows the filter configuration form. Advanced search filters are more detailed than simple search filters.
Multiple filter properties in an advanced search filter are combined using Boolean operators. You can apply brackets to properties or groups of properties, and apply Boolean operators to the groups. Table 1-5, Boolean search operators describes Boolean search operators.
Table 1-5: Boolean search operators
Boolean operator |
Description |
---|---|
AND |
When you combine properties using the AND operator, the search returns objects that meet both or all of the specified criteria. |
OR |
When you combine properties using the OR operator, the search returns objects that meet at least one of the specified criteria. |
NOT |
When a filter property is preceded by the NOT operator, items that meet the criteria in that filter property are excluded from the results. |
You can save search filters for reuse or modification; see To save search filters .
Steps
1 |
Open a list form and choose an object type. You can reduce the number of items in the object menu; see To filter object types and To customize list forms . |
2 |
Click the Filter icon. The filter configuration form opens. |
3 |
Configure a filter property. You can load a previously saved filter and modify it; see To use a saved search filter .
|
4 |
If required, change the Boolean operator. Click on the Operators drop-down and select an operator. See Table 1-5, Boolean search operators for information about Boolean operators. The Boolean operator shown in the Operators field is inserted between the filter properties when the next filter property is added. The Operators drop-down is available only when a filter property is displayed in the Filter display field. |
5 |
Repeat Step 3 and Step 4 to configure additional filter properties. |
6 |
Choose a Span setting; see To filter using span of control and Span of control in this chapter. |
7 |
To modify filter properties, perform any of the following:
|
8 |
Click Apply to perform the search. The filtered results are displayed. |
9 |
To save the configured filter, see To save search filters. Otherwise, close the filter configuration form. |
10 |
Select the required object in the list. End of steps |