Execute a Query Form Search

You can execute a Query Form search by entering the search criteria in the fields configured by your System Administrator. You can also include wildcard characters in the search criteria. By default, a Query Form opens under the Form View tab. Selecting the Table View enables you to view the search results in a table. For more details about the Table View, see the Changing Search Results View to Table View section in this topic.

When a Related Item criteria is used, matches are made against the related objects, but the source objects are displayed in the results.

The Like operator has an implied wildcard on the end of the filter. So, for example, Like=A is interpreted as Like=A%.

When Match All is selected in the Query Form Designer, then, at execution time, all associated Datasets that have that attribute are searched and all of these attribute values must match the value given in the search criteria.

When List of Values is selected in the Query Form Designer, then, at execution time, a list of all the values is provided.

To execute a Query Form search:

1. In the Global Navigation Panel, select .

   The Query Forms Panel opens, displaying all the pre-configured Query Forms.

2. To open a Query Form, select its name.

   The Query Form of the selected name opens.

   

3. Select the search criteria check box, enter a keyword or wildcard character in the box.

   

4. Select to see the most closely-matched search results..

5. In the Form View, select .

   The item opens in the Summary View.

6. To view the next search result, select .

   The search result appears in the search criteria box used while executing search.

7. To view the previously viewed search results, select the backward arrows.

Changing Search Results View to Table View

After executing a Query Form search, selecting the Table View tab enables you to view the search results in a tabular format (printer-friendly view). Each row in the table represents a search result.

From the Table View tab, you can do the following tasks with the selected search result items:

• Open

• Add to

• Sets

• Baskets

• Export Items

• Export All Items

• Print