Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Aptify'sadvancedFind sadvanced Find dialog (whichis the standard Finddialogin Finddialog in Aptify 5.5 and earlier) allows a user to definemultiplefiltersstatementsbased 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.

...

  1. Open the Aptify Find dialog from the service in which you want to perform the search.
  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.

      Accessing the Advanced Find Dialog from a Basic Search
  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.

     

    Note

    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.

     

    Find Results

    Note

    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.

...

Otherwise, the drop-down list may display the first 100 possible values for the specified field in the service. Note that these possible values are only a suggestion: Only the first 100 values appear in the list, even if the field contains more than 100 values. If the field contains less than 100 values, then all of the values appear in the list. In addition, the feature is designed for characterbased fields. It does not apply to fields with the following data types: text, ntext, varchar(max), nvarchar(max), datetime, or numeric.

 

Note

The feature that displays the first 100 possible values is disabled by default in Aptify but your administrator can enable it for the entire system or on a per-entity basis. See the setting the View/Find Suggested Value List Attributes sectionin the Entities Administration chapter of the Aptify Administration Guide for details.

 

As soon as one character is entered in the Value column, the next Field column activates. Define additional search statements, as necessary.

...

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

...

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 field must fieldmust 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).

...