Adding Search Criteria

This tab is used to allow search criteria to be entered or selected for each field chosen on the "New Search" tab. The search criteria will be used to match against all records in the database.

Search Criteria

Using the drop-down menus and text boxes, enter criteria that you would like to search for in records.

If you have chosen more than one field on the "New Search" tab, you will see drop-down menus containing the options "AND" and "OR".

Drop-Down: AND/OR

• If the field is set to "AND", that field's criteria as well as the criteria of the field directly above it must be present in the resulting records.

• If the field is set to "OR", that field's criteria or the criteria of the field directly above it must be present in the resulting records.

Remove field from search

If you have determined a field should no longer be searched, click the delete  icon to remove a field.

Move Up

Clicking the move up  icon shifts the field up in the search criteria area. This button is grayed out for the top most field.

Move Down

Clicking the move down  icon shifts the field down in the search criteria area. This button is grayed out for the bottom most field.

For information on how to use each type of search filter see search filters.

Search Result Display Options

This section allows you to select which fields will be displayed in the search results, and choose the order in which the results will be sorted.

Select fields to appear in search results

The two windows displayed are used to determine which fields of the database will be displayed in the search results. The window on the left contains fields that will not appear in the search results.  The window on the right contains fields that will appear in the search results. Use the buttons defined below to select which fields to add and remove.

Add

Moves the field selected from the left hand window to the right hand window, which is the list of fields to be displayed in the search results.

Remove

Moves the field selected in the right hand window to the left hand window, which is the list of fields not to be displayed in the search results.

Move Up

Shifts the highlighted field up in the right hand window. The top most field appears as the first column in the search results window.

Move Down

Shifts the highlighted field down in the right hand window. The bottom most field appears as the last column in the search results window.

Results Display Format

There are two formats in which the results of a search can be displayed.  The default format is a "Summary Table" where the database records are displayed in a tabular format containing rows of database records, and columns of field types.  Alternatively there is a Monthly Calendar format.  Select this option to display the search results in a format where each calendar entry is a database record.  Which date a record appears on will correspond to the "group by" date field selected from the drop-down menu.

Default Form for Adding, Editing and Viewing Records

This option may be used to guide member interaction with records, and is of greater use when the search is saved as a view. By selecting a form from the drop-down menu, adding, editing, and viewing records from the search results page will open the record displaying only the fields indicated by the form. For further information see Forms and Associating a Form to a View.

Sort order

The order in which the results will be sorted can be modified using the three drop-down menus. Select how you would like the records to be sorted.  For further information see sort order.

Add More Fields To Search

Select as many fields as you would like to add to the search and click the button labeled "Add to Search". The fields will then appear in the "Search Criteria" section above.

New Search

Clears all selected fields, search criteria, results and starts a new search.

Save As View

Proceeds to the "Save As View" tab where the currently configured search options are saved as a database view.

Execute Search

Uses the selected fields and search criteria to conduct a search of all records. Results are displayed in the search results tab.