Search

 

Records at each area may be searched, or filtered, by using one of the four available search options:

 

1.     Grid Row Filtering

2.     Predefined and Templated

3.     Drilldown

4.     Criteria Builder

 

This gives you powerful search capability at the field level within a detail record at each area, as well as searching related fields within a record.

 

Grid Row Filtering allows you to filter by the column in the view by entering the data you wish to filter by, and selecting one of the available operators.  Only visible columns may be filtered.

 

It is important to remember that all searches run on the current selection of records.