Applying a Search

If search functionality is available, your application page will include the search panel. A search can be created using any field on the search panel. Use multiple fields for more specific results.

 

NOTE
It may be necessary to Clear all Settings before starting a new search, particularly if the page opens with a Default Search. For grid data, search settings can be applied on their own or in addition to any Column Filtering that may be in place.

 

To apply search settings:

  1. Click the button on the action bar to expand the search panel on the right side of the page.

 

NOTE
The button on the action bar is also used to collapse the search panel when it is no longer required.

 

  1. Determine which data you wish to search, and then locate the matching fields in the search panel.

  2. Define your search criteria based on the search panel's field type:

    For a straight text or numeric field, type in the value on which your search criteria will be based.



    For a field with preset options, click the  control to select a value from the drop-down list.



    For a date field, click the  control to select a date from the drop-down calendar.

  3. If necessary, click the button next to the completed field to change the search rule.


    The options available in the rules drop-down list depend on if the data elements are alpha-numeric, numeric or date values. The selected search rule appears next to the field name.

  4. Once you have criteria defined for one or more fields, click the option inside the search panel to start the search. The data displayed on the page will change to reflect your search settings.

  5. Optionally, you can record your settings in the search panel as a Saved Search Set.

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