Advanced Lookup

The Advanced lookup offers additional search options and the ability to concatenate search criteria.

If you use the Advanced lookup in the Info Center, you can use queries based on fields in more than one Info Center.

Location

To display an Advanced lookup, complete the following steps:

1. Click on the form's toolbar to display a Lookup dialog box.
2. In the Display Type field on the Lookup dialog box, select Advanced from the drop-down list.

Contents

Field	Description
Display Type	The type must be Advanced.
Search	Click this button after you specify the search criteria.
Searches	If you have saved one or more advanced searches, you can use this field to retrieve one and use it again.
Organize	Click this button to display the Organize dialog box, which you can use to organize saved searches in folders for your personal use or to make saved searches available globally so that others can use them.

Search Criteria Grid

Field	Description
Search Criteria	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. When the Print Preview form displays, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into this field, in the sequence that you want them to display. Not all options are available on all grids.
Insert	Click this option to insert another search criterion (another row) on the grid.
Copy	Click this option to copy an existing row on the grid so that you can then modify it as another search criterion.
Move Up, Move Down	Use these options to move a criterion up or down on the grid. The sequence in which the criteria are listed determines the sequence in which Vision applies the criteria.
Remove	Click this option to remove a criterion from the grid.
(	Enter an opening (left) parenthesis in this field if you want to group multiple levels of expressions for the current search.
Search Type	From the drop-down list, select the type of search to conduct, such as project, employee, or client. Your selection determines what type of field displays in the Search Field field.
Search Field	Click this field and then select the name of the field on which you want to base the search, such as Project Number or Employee Name, from the drop-down list.
Operator	Click this fiend and then select an operator, such as Contains or Greater Than, from the drop-down list.
Search List	Click this field and then click to display a lookup of records that correspond to your setting for Search Field.
Cond	If you want to concatenate search criteria, click this field and then select AND or OR as the condition.
Project Level	For a project search, click this field and then select the WBS level to search, such as Phase or Task.
Display	This option is only available for searches in the Project Info Center. Select one of the following options to determine how the records will display in the Project grid in List View or in Detail View: Project — Each row in the List View grid, or record that is accessible using the Navigation button in the Detail View, is a project that either: Matches your search criteria. Owns a phase or task that matches your selection criteria. Phase — Each row in the List View grid, or record that is accessible using the Navigation button in the Detail view, is a phase that: Belongs to the project that matches your search criteria. Matches your search criteria. Owns a task which matches your search criteria. Task — Each row in the List View grid, or record that is accessible using the Navigation button in the Detail view, is a task that either: Belongs to a project or phase that matches your selection criteria. Matches your search criteria. All Matches — The List View grid displays a row for each project and a row for each lower WBS level (each phase and task) that matches the search criteria. Likewise, the records that are accessible using the Navigation button in the Detail View include project records and all lower WBS levels that match the selection criteria.
Display Search Text	Select this option to replace the Search Results grid with a text box that contains a color coded, indented version of the current search. This allows you to see the enter advanced search and how the nested levels of the search (based on parentheses) relate to one another.

Results grid

Field	Description
Project	The identifiers of all projects that meet the current search criteria display in this field.
Name	The project's name displays in this field.

Additional options and buttons

Field	Description
Active Only	Select this option if you want the results grid to include only active projects, phases, or tasks.
Pending Accounting Review	Select this option if you want the results grid to include only those records that are still pending review.
Total Rows	This field displays a total of the number of records (rows) returned by the search.
Clear	Click this button to clear the current search criteria.
Select	Highlight one or more records (rows) returned by the search and click this button to select the records.