Find
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Use this form to display and/or print secondary records. These forms are used throughout the system so you can quickly locate records associated with the task you are completing.
Filters: The filter is for display purposes only; it simply allows you to limit which items are displayed in the Available Items table.
- Available Filter, Selected Filter: Select an item in the Available Filter column, and click the Mover ( > ) to move it to the Selected Filter column. Once an item is in the Selected Filter column, set up its filtering criteria. Then, the table is limited to the data that falls within the designated filter criteria.
- Compares To: Select an operator from the drop-down list. The operator compares the value in the Selected Filter column with the values in Criteria 1 and Criteria 2 to determine which items are displayed in the Available Items table.
- Criteria 1: Enter a value to compare with the item in the Selected Filter column. When using Like or Not Like, you can use "%" to represent any number of characters.
- Criteria 2: Enter a value for the end of a range if the Compares To column contains the Between or Not Between operators.
Available Items Table: The system displays the applicable columns for the preceding form. Select how many items per page to display using the Records per Page drop-down list. You can view items in the table in increments of 10, 25, 50, 100, 250, 500, or 1000. The default value for the Records per Page drop-down list was selected using the Options>Customize Workstation Settings>Preferences tab.
Records are initially sorted on the first data column in ascending order. However, records can be sorted based on any column by clicking on the column heading. The column on which items are sorted has (ascending order) or
(descending order) in the column heading.
- When filtering data, select Operators to determine which data to display. Also, view a list of Filter Examples that are useful throughout the system and examples of How to Use Wildcards characters with Like and Not Like.
- In the Available Items table, you can sort the data based on any column. Simply double-click on a column heading to sort according to that column.
- The sorting functionality is only for table display and does not affect printing. Print uses the data from the database and is therefore not reflective of how the items were sorted.
- To find a posted session ID, click the Find button on any Session form. Then, select Posted Status, =, and Posted, in the Filter. The system displays all posted sessions.
- For larger organizations with many records, you may want to clear the "Use Drop-Down List on Find Forms" using the Options>Customize Workstation Settings>Preferences tab. By doing so, it will eliminate the time it takes to load the Find form.
- Please note that when using Find
to help you select an ID (such as a Vendor ID on the transaction entry forms), the drop-down lists are not available when filtering items. You must manually enter the information.