Search for a Lookup

Use the Search dialog box to filter long lists of records, select standard or custom searches, and define new search criteria and conditions in order to locate a specific record or subset of records in a hub or application.

To search for a lookup:

1. In the Navigation pane, select a hub or application.
2. Click on a lookup field to display a list of records and options. For example, click on the Supervisor lookup in the Employees hub. The drop-down list shows all employees in a supervisory role, as well as +New Employee and Search options.
3. Click to display a list of records as well as options to add new records or search for other database records.
4. Click Search to open the Lookup Search dialog box. Vantagepoint displays all the records for that lookup type in a list view.
5. To limit the number of records in the list and locate either a specific record or a subset of records, complete one of the following options:
   1. Click Select Search and select a standard, custom, or legacy search from the list to locate a subset of records. Select a record from this list and click Apply.
      Remember that you can run a legacy search, but you cannot add or change its search criteria and properties. To make any changes to a Legacy search, you must delete all search criteria and conditions and start over by selecting new search criteria. [EXAMPLE: ] For more information, see Build a Search Based on a Legacy Search and Save a Search.
   2. Click the More Search Options link to open the New Search dialog where you can define new search criteria to locate other records. Vantagepoint displays the Search Results Grid of all records returned by the search. See Build a Basic Search and Build an Advanced Search for more details. .
   3. To further refine the list of records, click and enter one or more characters in as many of the field headings as needed.

      The list of records

   4. 
      
6. Select the record that you want to appear in the Lookup field, and click Apply. The selected record appears in the Lookup field and is also added to the drop-down list of records.