Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Create a Group Using Advanced Search Options

When using Advanced Settings to create a search, you can group related data by including multiple expressions within the search criteria. This allows you to further refine the results set that is included within your search.

Prerequisites: Create a new search or open an existing search.

To group advanced search options:

  1. Click Advanced Settings to open the advanced options for building a custom search.
  2. Click the Add a Field button to add a new condition (row).
  3. Add conditions for the search on the Search Criteria grid:

    • Field: Click 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 projects only, you can also search for a specific project level (project, phase, or task).

      For multilevel lists, the list defaults to display with the first folder expanded. Click if you want to expand another folder to display all available fields within it. To close the lists, click Collapse All.

    • Operator: Click to select the comparative operator, such as "=" or "Contains" that you want to apply to the field. 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".
    • Add Value: Enter the value you want to include as the criteria.
  4. Repeat Steps 2 and 3 to add all conditions to the search.
  5. Place the conditions in the order in which you want the search to execute; click on a grid row to move the condition up or down.
    The order dictates the sequence of operations for the conditions (ANDs and ORs).
  6. Click the Select Field checkbox next to each condition that you want to include in the group.
    You must select more than one condition to enable the Group Fields button.
  7. Click the Group Fields button.

    When a group is created, a visual indicator displays for the grouped conditions. You can nest groupings so there are groups contained within another group. The groups use different colors for nested conditions, with a maximum of 6.

    See Example: Group Conditions for Project Search for more information.

    If needed, you can view the search criteria in a readable format. Select Other Actions > View as Plain Text to open a text box that contains a color-coded, indented version of the current search. You can view the entire search in readable format and see how nested levels of the search (based on parentheses) relate to each other.

  8. If you do not see a list of matching results, click the Show Preview toggle 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 Find List on the main form for the record.
    • Some searches have a link to show the number of results. The Show # of Results field displays the total record count for the Search Results grid. This number is dynamic based on the criteria in the search.
Post-requisite: Save the Search.