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 |
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Select Search | Click
![]() When you select a search from the list, the Search Criteria grid displays the properties for that search. If you selected a search that has an advanced setting applied to it, the
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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 default criteria is Status = Active , which 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. You can use the
Advanced Settings
feature to search by all available Firms hub grids and fields (including, standard and user-defined grid fields), based upon your field level security.
If at any time you determine that the search results are not what you want, click Select Search to select another available search from the list. You can then make the necessary changes to the search conditions.
Field | Description |
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Field |
Click
Fields in grids are organized by grid name. For projects only: You can also search for a specific WBS level (project, phase, or task). By default, multilevel lists display with the first folder, in bold, already expanded. Click
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Operator | Click
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Add Value | Select or enter the value that you want to include as the criteria. Available values vary, depending on the type of field selected. |
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 |
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Show Preview | Select this toggle (![]() |
Search Results Grid | Use this grid to view the records that match the criteria entered in the Search Criteria grid. In the results list, 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
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Check Boxes | Select the check box next to each record that you want to include in the search results grid on the main form. Leave the check box cleared if you do not want to include the record. |
Maximize | Click
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Export | Click
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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 that indicates 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, or proposal records. |
Apply |
Include all or some of the returned records:
Vantagepoint executes the search without saving it. However, your latest search settings are preserved until you leave the hub or application in which you are working. The records that display in the Search Results grid for the search are also listed in the Find <hub record> list for a hub or in the Records or Saved Searches lists for the Reporting application. |