The Search region allows you to quickly locate relevant data by combining category-based filters with flexible text matching options. This enables more precise queries and reduces the time needed to find specific records.
Key capabilities:
- Category-based filtering – Narrow results by selecting one or more predefined categories.
- Flexible text matching – Refine searches using operators such as:
- Contains
- Does not contain
- Starts with
- Ends with
- Targeted results – Combine filters and operators to isolate only the most relevant data.
Executing a search
To execute a search, select the Add button, choose an Operator, and proceed to enter the field. You can execute multiple search fields simultaneously by adding additional fields.
Advanced search
Logical Connectors can be added to the search region to expand the search. You can switch between normal and advanced search through the Tree icon.
Saving a filter set
Next to the Save icon, you can select the Add button to save a filter set. There are three filter sets you can choose from.
- Automatic Search - Saves search criteria to the form it is saved on.
- Default - Presents filters when the user opens the form based on what was saved.
- Standard - Available in the list of criteria's for being selected.