Using the Advanced Find Dialog

Aptify's advanced Find dialog (which is the standard Find dialog in Aptify 5.5 and earlier) allows a user to define multiple filters statements based on different fields within a service. When using the advanced Find dialog, the name of the service appears in the menu bar.

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 the Advanced Find Dialog 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 the Advanced Find Dialog 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 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.

     
     
     
     

     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 Enabling the FindRequiresFilter Attribute 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.