Build a Basic Search

A basic search allows you to find records based on several different criteria based on the fields and operators you choose in Search Criteria grid.

Refer to the following table for the steps needed to build a basic search with multiple criteria.

Step	Procedure	Related Information
Access the New Search Dialog Box
1	Open the Search dialog: From the Search List, click + New Search. The New Search dialog box displays with the Search Criteria grid. From a lookup list, click Search. The New Search dialog box displays and includes a list of the records related to the lookup. Click the More Search Options link to open the New Search dialog box with the Search Criteria grid. From the Reporting application, click the Reports tab, and click on report row in the Reports grid. The Records Included list appears. Click and select Search option from the Records Included list. The New Search dialog box displays and includes a list of the records related to the report. From the Reporting application, click the Reports tab, and select a specific report in the Reports grid to open the report form. Click on the Records Included list, and select the Search option. The New Search dialog box displays and includes a list of the records related to the report.	New Search Dialog Box
Enter Search Criteria
2	Click the Add Field button to add a new condition (row) to the Search Criteria grid.	Add a Field to a Search
3	In the shaded portion of the Search Criteria grid, use the Field column 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 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. For projects only, you can search for a specific project level (project, phase, or task).
4	In the Operator field, select a comparative operator, such as "=" or "Contains". 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".
5	In the Add Value field, enter the value you want to include as the criteria.
6	Repeat Steps 2 through 5 to add conditions to the search.
Preview Search Results
7	If you do not see a list of matching results, click Show Preview to display the search results: The Search Results Grid displays a list of all records matching your search criteria. These records also display when you use the Select Searches List on the main form for a hub record or in the Records Included list on the Reports tab or form for a specific report.	Preview the Search Results
8	Click at the top right of the Search Results grid to expand the grid to full screen, allowing you to more easily view long lists of search results.	Maximize the Search Results Preview
9	Click at the top right of the Search Results grid to filter the search results based on the values you select in one or more columns.	Filter Search Records
10	Some searches have a link to show the number of results. Click Show # of Results to display the total record count for the Results grid. This number is dynamic based on the criteria in the search.	Preview the Search Results
11	Click the check box for each search result that you want to include in the records list for that search. To include only a subset of records in long lists of search results: On the Search Results grid, click the check box on the Heading row to select all records in the grid. Uncheck each record's check box to exclude it from the records list. Click Apply to update the records list for the search.	Refine the Search Results
Save a Search
12	On the Actions bar, click Save to save the new or updated search. The Search Settings dialog box opens. Choose either Save to update an existing search, or Save As to save a new search.	Save a Search
13	To allow other users access to this search, click in the Save For field. Depending on your search security rights, you can save for everyone (all security roles), your role, or specific security roles. If you do not have the security rights to save for others, then you can only save searches for yourself.
14	To add the search to one of the folder directories in the Select Searches list, click in the Add This Search To field. The Folder Options dialog box opens. You can either select an existing folder directory from the list or click + New Folder to create a new folder directory for the search.	Organize Searches
15	Click Save to save the search and close the Search Settings dialog box. Vantagepoint adds the search to the designated folder in the Select Searches list.
Execute a Search
16	Click Apply to execute the search and to close the search dialog box and return to the main form of the application. The list of records that matches your search results displays in the Search field. Depending on how you accessed the Search dialog box, you may be able to select either a single or multiple record(s) from the search list to return either one record or a subset of records.	Add a Field to a Search