Perform a SQL Where Clause Lookup

Use the SQL Where Clause Lookup to perform complex searches. You create a SQL WHERE clause to use in searching the Vision database.

To search using the SQL Where Clause lookup, complete the following steps:

1. Click to display the Lookup list.
2. From the Display Type drop-down list, select SQL Where Clause.
3. In the Where Clause field, build a SQL WHERE clause using SQL operators.
4. Optional: Select Display Search Text.
5. Optional: Select Active Only to display only those records whose status is currently Active.
6. Optional: Select Pending Accounting Review to display only those records that are pending review.
7. Click Search. A list of all records matching your search criteria displays.
8. Complete one of the following actions:
   • Click Select All to select all records.
   • Highlight only those records you want to display by pressing the CTRL key and clicking Select.
   • Use the left arrow and right arrow buttons to navigate through the records that you selected.
9. Click the Organize button if you want to save the search criteria for use in the future.