Actions for Advanced Searches

Use the actions for advanced searches to specify and manage search information.

Commonly Used Actions

Select options on the Actions bar to access commonly performed actions. In addition to the three standard buttons for simple and advanced searches, you can also use advanced settings buttons that allow you to group, ungroup, and view search conditions as plain text.

Field Description
Add a Field Click this option to add a field to the search criteria grid. When you use the Advanced Settings feature, you can search by all available grid fields (such as, standard and user-defined grid fields) that are associated with the hub or application, based upon your field level security.

Important: If your security role grants access to SQL Where Clause searches, you can search by any field, including fields in other Vantagepoint hubs and applications.

Group Fields Click the check box next to each search condition (row) that you want to include in the group and then click Group Fields to create a group of all of the selected fields. This action is becomes available after you select at least two conditions.

When you create a group, Vantagepoint displays a visual indicator to show that conditions are grouped. You can nest groupings so there are groups contained within another group. The groups use different colors for nested conditions, up to a maximum of 6.

Ungroup Fields To undo a grouping of fields, select this action. This button is enabled only when the grouped field check boxes are selected.

Alternatively, when you hover over the green bracket, it turns red and a black displays at the top of the bracket and you can ungroup all of the fields that you selected.

Save Options Click this option to display the Save Options dialog box so that you can enter a name for the search, determine which users may access the saved search, and specify a directory in which the search will be stored.

Other Actions

When you select the Advanced Settings option, the following additional actions become available:

Field Description
View as Plain Text Select this option to display the search in a plain text, in a readable format. Instead of the results grid, a text box displays that contains a color-coded, indented version of the current search. You can see the entire search and how nested levels of the search (based on parentheses) relate to each other. This check box is automatically cleared the next time that you click Search.

To switch back to the standard display, click Exit Plain Text. The search dialog box displays the standard grid.

Clear Search Select this option to clear the search criteria and start over.
SQL Where Clause Select this option to create SQL Where Clause searches. You can build and validate complex SQL query statements to find and compare records across multiple hubs, applications, and databases, as well as compare rows, fields, or associated records in grids.

This option is available only if you have the appropriate security access to SQL Where Clause searches. For more information, see Build a SQL Where Clause Search.