Contents of the New Search Dialog Box

Use this dialog box to enter and save criteria for your searches.

You can resize the New Search dialog box to view more detailed information for the search.

Contents

Field

Description

Select Search

The Select Search list displays all available standard or saved searches that you can access. When you use the New Search dialog to create a search, it is saved to this list. Click to display the saved searches. When you select a search from this drop-down, the Search Criteria grid displays the properties for that search. If you selected a search that has an advanced setting applied to it, the Advanced Settings toggle is automatically turned on. For more information about Advanced Settings, see the Advanced Search Settings help topic.

Search Criteria Section

This shaded grid displays the properties for the search. Depending on the type of hub or application, a default search condition is automatically applied to the new search. This criteria is Status = Active and returns all records with a status of active. You can delete this condition if it is not needed.

When you add or modify additional conditions to refine your search, Vantagepoint automatically updates the search results.

If you enable the Advanced Settings feature, you can access additional search properties to refine your search.

Field	Description
Field	Click to select a field to include in the search. (For example, Project Number or Employee Name.) Type part of the field name or use the drop-down list to find a specific field. Fields in grids are organized under the grid name. The drop-down list includes both standard and user-defined fields. For projects only, you can also search for a specific project level (project, phase, or task). For multilevel lists, you can click either Collapse All to close the list so only the top-level fields display, or Expand All to view all available fields.
Operator	Click to select the comparative operator, such as "=" or "Contains" that you want to apply to the field. The operators that display are based on the type of field selected. For example, an employee lookup has an operator for "is me" and a date field has an operator for "is today".
Add Value	Enter the value you want to include as the criteria.

Search Results Section

After building a search in the Search Criteria grid, use the Search Results section to view a list of matching results, specify the records to include in the Search Results list, and display a total count of the number of records in the results list.

Field	Description
Show Preview	Select this toggle () to display the list of search results as well as the record count.
Search Results Grid	Use this grid to view the records that match the criteria entered in the Search Criteria grid. From this list of results, you can select the check boxes next to one or more records to include in the Search Results list on the main form. When there is a large number of records, use the filter option to filter the grid results. See Filter the Grid Results for more information.
Check Boxes	Use the checkbox to specify the search results that display in the Search Results list on the main form. Select the check box next to each record that you want to include in the search results. Leave blank if you do not want to include a record.
Maximize	Click to expand the search results grid to full screen display. This expanded view allows you to view long lists of search results. Click again to return to New Search dialog box.
	Click this icon to display the filter row options that are used to refine the field information in the grid. For more information, refer to Filter the Grid Results.
Show # of Results	Some searches have a link to show the number of results. Click this option to display the number of records contained in the search results. The record counter option displays at the bottom of the New Search dialog box for most but not all types of records. For example, there is no record counter for Boilerplates, Marketing Campaigns, and Proposals records.
Apply	Click Apply to run the search without saving it. Though you did not save the search, your latest search settings are preserved until you leave the Vantagepoint application that you are working in. The records that appear in the Search Results grid for the search are listed in the Record Selection drop-down lists for reports and in the Find <hub record> drop-down on all the Hubs. If the results are not what you want, click Select Search to select an available search from the list You can and make the necessary changes to the search parameters.