Advanced Search

The Advanced Search mode is a wizard that allows you to perform searches using properties and search conditions that cannot be used in simple search.

Advanced Search allows you to:

• Search on relationships as well as on the source Item   
• Search on properties not shown in the main grid
• Use operators such as ‘greater than’ or ‘not equal to’, instead of ‘equals’ with wildcards

Advanced Search Bar

 

Advanced Search has an additional button  . Hovering over the button displays the tooltip ‘Add Criteria.'  Click this button to enter additional Search Criteria for the Advanced Search. Click the right mouse button and select Delete Criteria from the context menu to delete search criteria.

Columns

• ItemType: Select a source ItemType or relationship in this column
• Property: Select properties to use as search criteria
• Operation: Select operators appropriate for the property. The following table describes the operators and their functions:

 

Operator	Operator Name	Description
=	Equal to	Enables you to search Items with properties of the same value as specified in the search condition. Example: Using Part Number = 301 returns the Item with part number 301.
≠	Not Equal to	Enables you to search all Items with properties of the same value as specified in the search condition. Example: Using Part Number ≠ 301 returns all Items that do not have part number 301.
<	Less than	Enables you to search Items with properties of value less than the value specified in the search condition. Example: Using Cost < 3000 returns Items whose cost is less than 3000.
<=	Less than or equal to	Enables you to search Items with properties of value less than or the same as the value specified in the search condition. Example: Using Cost <= 3000  returns Items whose cost is less than or equal to 3000.
>	Greater than	Enables you to search Items with properties of value greater than the value specified in the search condition. Example: Using Cost > 3000  returns Items whose cost is greater than 3000.
>=	Greater than or equal to	Enables you to search Items with properties of value greater than or the same as the value specified in the search condition. Example: Using Cost > 3000 returns Items whose cost is greater than or equal to 3000.
like		Enables you to use wildcards '%' and '*" in the search condition. Example: Using Part Number like BR* returns all Items with part numbers beginning with BR.
not like		Inverts the search condition you specify and allows the use of wildcards '%' and '*" in the search condition. Example: Using Part Number not like BR* returns all Items except those whose part numbers begin with BR.
null		Enables you to search for properties that explicitly have a NULL value in the database. Example: Using Type null returns all Items for whom the Type (property has no value) is not specified.
not null		Enables you to search any properties that have a value that has been set. Example: Using Type not null returns all Items for whom Type (property has some value) is specified.

• Criteria: displays the appropriate format for the selected Property:
  • Properties of type Boolean (yes/no) display a checkbox.
  • Properties of type List display a dropdown.
  • Properties of type Date display a Date Picker form when you click on the Criteria.
  • Other Properties display a blank text box, in which wild card searches are allowed so long as 'like' is specified as the Operator.

Rows

Each row is an AND condition for the search.  There can be many rows in the advanced search filter. A scroll bar is available to move up and down the list.

Advanced Search Examples

For Part ItemType

Example 1

ItemType= Part

Property= Description

Operation= not null

Displays Part ItemTypes which include a description.

Example 2

ItemType= Part

Property= Description

Operation= not null

AND

ItemType= Part

Property= created_on

Operation= >

Criteria= 02/02/2014

Displays Part Item Types which include a description AND were created after the specified date.

Example 3

ItemType= Parts

Property= created_on

Operation= >

Criteria=  1/1/2014

AND

ItemType= Part

Property= modified_on

Operation= <

Criteria= 05/14/2014

Displays Part ItemTypes created after 1/1/2014 AND modified before 5/14/2014.

Creating an Advanced Search

 

1. Click the Add Criteria  button in the search toolbar for all criteria to be used.
   
2. Delete any criteria that is not required by using the right-mouse button and selecting Delete Criteria from the context menu.
   
3. For each criteria row, select:
   
   • an ItemType
   • a Property
   • an Operation
   • a Criteria value
     
4. Click the ‘Search’  button in the search toolbar.
   
5. Use the ‘Stop Search’ and ‘Clear Search’ buttons in the search toolbar as required.