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Aptify'sadvanced Find dialog (whichis the standard Finddialog in Aptify 5.5 and earlier) allows a user to define multiplefiltersstatements based on different fields within a service. When using the advanced Find dialog, the name of the service appears in the menu bar.

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Follow the steps below to use Aptify's advanced Find Dialog:

1. Open the Aptify Find dialog from the service in which you want to perform the search.
   • The Aptify Find dialog can be launched using several methods within the Aptify system. See Opening the Aptify Find Dialog for a list of options.
     
     
2. By default, the basic search option is displayed, to access the advanced Find dialog, select the Search hyperlink to the left of the text field.
   • Depending on how your administrator has configured the find options within your system, the advanced find dialog may appear automatically and this step may not be necessary.
     
     
3. The advanced Find dialog is displayed as shown in the figure.
4. Enter one or more filter statements. See Defining Filters for details.
5. If you want to customize which fields appear in the search results, click the Fields tab and modify the field selections as necessary. See Defining Fields for details.
6. Click the Find button.
   • If there is only one record matching the specified criteria, that record opens. If you launched the Find dialog from the button on a form, the record populates the form you already have open. If you launched the Find dialog from a Link Box, the record appears in the Link Box's text field.
   • If there are multiple matching records, the dialog opens the Results tab and displays the search results.
     

    

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   Note that if you launched the Find dialog by double clicking a service in the Folder List or clicking a Find button in a toolbar, then the results will appear in a new view window.

    

   
   
   

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   Clicking the Find button in the Find dialog without entering any search criteria, generates a list of all the records in the specified service. Criteria should always be entered when working with services that contain more than just a few records. Otherwise, searches may be very slow and finding the record in a large result set may be difficult. Administrators can prevent users from using the Find dialog without any search criteria by enabling the FindRequiresFilter attribute for a particular entity. See the Entities Administration Entities Administration chapter in of the Aptify Administration Guide for more information.

7. Double-click a record to open it. If the find results appear on the Results tab, in addition, you can highlight the record that you want to load and press the Select key.
   • If you launched the Find dialog from the button on a form, the record you selected populates the form you already have open.
   • If you launched the Find dialog from a Link Box, the record you selected appears in the Link Box's text field.

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Find search criteria defines the records to display when you click the Find button. The Filters tab in the Find dialog includes three columns (Field, Operator, and Value) for defining the search criteria. For example, if you launched the Find dialog from a Persons record, you can enter a search term to find all records whose FirstName field begins with the word, John.

 Enter the search criteria and click Find to execute the search. You can define up to five filter statements. The Find dialog joins multiple filter statements with AND operators (a record must meet all of the specified criteria to appear in the Results list).

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Field Column Field Column

Field Column

The Field column specifies the name of the search field.

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1. Click the down arrow in the Field column. A list of searchable fields from the active Service displays.
   • Note that not all fields may display in this list, depending on how your system administrator has configured the service.
   • The fields are listed in the order in which they appear in the entity. However, the fields can be sorted alphabetically (ascending or descending) by clicking the desired Field column heading (Display Name, Type or Description) to sort by. One click sorts the specified column in alphabetical ascending order. Clicking the column heading a second time sorts the fields in descending order.
     
     
2. Select a field using one of the two following options:
   • Click the desired search field.
   • Use the down arrow to locate the search field, and press the Enter key.
     
     
3. After selecting a field, the drop-down arrow in the Operator column activates.

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Operator Operator

Operator

The Operator column defines the type of match. The choices of operators change based on the type of field selected.

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1. Click the down arrow in the Operator column. A list of operators for the selected field displays.
2. Select an operator using one of the twofollowing options:
   • Click the desired operator.
   • Use the down arrow to locate the desired operator, and press the Enter key.

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Value Value

Value

In the Value column, you can enter characters, a phrase, or a number that the Find dialog will use as the basis for the record search. The Value field uses the operator selected in the Operator column to determine the type of match. For example, to find all records in the service whose date is greater than January 1, 2005, you would enter 1/1/2005 as the Value.

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By default, the Results tab displays a list of fields for the matching records as determined by youradministratoryour administrator. However, you can modify which fields appear within the searchresultsto search resultsto help you identify the record to select.

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Note that for find operations initiated from a link box, the field value that will be displayed in the link box must be selected in the Find dialog's Fields list. For example, if populating a Ship To person on an order, the NameWCompany fieldmust NameWCompanyfield must be displayed in the Find results in order to successfully load the selected person to the Ship To field (since the field displayed in the link box is the person's NameWCompany).

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