Contents of the Edit Search Dialog Box

Use this dialog box to edit and save criteria for existing searches.

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

Contents

Field

Description

Select Search

Click to display the Select Searches list, which includes all available standard, personal, shared and complex searches that you can access. When you use the New Search dialog box to create a search, it is saved to this list. 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 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 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
Field	Click to select a field, such as Employee Name or Project Number, to include in the search. Enter part of the field name to see a list, or use the drop-down list to select a specific field. The drop-down list includes both standard and user-defined fields. 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 to expand another folder to display all available fields within it. To close the lists, click Collapse All.
Operator	Click to select a comparative operator, such as Contains or the equals sign, which you want to apply to the field. Available operators vary, 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	Select or enter the value(s) 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
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. 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 filter option to filter the grid results. See Filter the Grid Results for more information.
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 to expand the search results grid to full screen display, which allows you to view long lists of search results. Click again to minimize the grid and return to New Search dialog box.
Export	Click to display the Export As .CSV dialog box, which you can use to export either all or a subset of search result records to a .CSV (comma separated values) file. The Export button may vary when displayed, depending on the number of records that you already selected and applied to the search.
	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: To include all returned records in the search, click Apply All. To select a subset of records, click the check box for each record that you want included in the search, and then click Apply Selected (#). 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.