Search

Searching for Data

You can search for data in list pages by choosing the Search icon in the left corner of the list header. The search applies only to the list you are viewing. For more information, see [Sorting, Searching, and Filtering Lists].

Sorting, Searching, and Filtering

There are a few things that you can do that will help you scan, find, and limit records on a list or in a report or XMLport. These include sorting, searching, and filtering. You can apply some or all of these simultaneously to quickly find or analyse your data.

For reports and XMLports, as on lists, you can set filters to delimit which data to include in the report or XMLport, but you can't sort and search.

Tip

When viewing your data as tiles, you can search and use filtering. To use the full set of powerful features for sorting, searching, and filtering, choose the icon to view the records as a list.

Sorting

Sorting makes it easy for you to get a quick overview of your data. For example, if you have many customers, you could sort them by Client No., Currency Code, or Country Region Code to get the overview you need.

To sort a list, you can either: - Choose a column heading text to toggle between ascending and descending order, or

• Choose the drop-down arrow in the column heading, then choose the Ascending or Descending action.

Note Sorting isn't supported on images, BLOB fields, FlowFilters, and fields that do not belong to a table.

Searching

At the top of each list page, there's a Search action that provides a quick and easy way to reduce the records in a list and display only those records that contain the data that you're interested in seeing.

To search, just choose the Search action, and then in the box, type the text that you're looking for. You can enter letters, numbers, and other symbols.

In general, search will attempt to match text across all fields. It doesn't distinguish between uppercase and lowercase characters (case insensitive) and will match text placed anywhere in the field, at the beginning, end, or in the middle.

Tip You can press F3 to activate and deactivate the search box. For more information, see [Keyboard Shortcuts].

Note Search won't match values in images, BLOB fields, FlowFilters, FlowFields, and other fields that aren't part of a table.

Fine-tuning the Search with Filter criteria

You can make a more exact search by using filter operators, expressions, and filter tokens. Unlike filtering, these are applied across all fields when used in the search box, making them less efficient than filtering.

• To find only field values that match the entire text and case exactly, place the search text between single quotes '' (for example, 'man').

• To find field values that start with a certain text and match the case, place * after the search text (for example man*).

• To find field values that end with a certain text and match the case, place * before the search text (for example *man).

• When using '' or *, the search is case-sensitive. If you want to make the search case insensitive, place @ before the search text (for example @man*).

The following table provides some examples to explain how you can use the search.

Search Criteria	Finds...
man or Man	All records with fields that contain the text man, regardless of the case. For example, Manchester, manual, or Sportsman.
'Man'	All records with fields that contain only Man, matching the case.
Man*	All records with fields that start with the text Man, matching the case. For example, Manchester but not manual or Sportsman.
@Man*	All records with fields that start with man, regardless of the case. For example, Manchester and manual, but not Sportsman.
@*man	All records that end with man, regardless of the case. For example Sportsman, but not Manchester or manual.

Filtering

Filtering provides a more advanced and versatile way to control which records are included in a list, report, or XMLport. There are two major differences between searching and filtering, as described in the table below.

	Searching	Filtering
Applicable Fields	Searches across all fields that are visible on the page.	Filters one or more fields individually, selecting from any field on the table, including fields that aren't visible on the page.
Matching	Displays records with fields that match the search text, no matter the text's case or placement in the field.	Displays records where the field exactly matches the filter, including the text's case, unless special filter symbols are entered.

Filtering enables you to display records for specific accounts or clients, dates, amounts, and other information by specifying filter criteria. Only records that match the criteria are displayed on the list or included in the report, batch job, or XMLport. If you specify criteria for multiple fields, then only records that match all criteria will be displayed.

For lists, the filters are displayed on a filter pane that appears to the left of the list when you activate it. For reports, batch jobs, and XMLports, the filters are visible directly on the request page.

Filtering with Option Fields

For "ordinary" fields that hold data, setup date, or business data, you can set filters both by selecting data and by typing filter values, and you can use symbols to define advanced filter criteria. For more information, see [Entering Filter Criteria].

For fields of type Option, however, you can only set a filter by selecting one or more options from a drop-down list of the available options. An example of an option field is the Status field on the Sales Orders page.

Note

When you select multiple options as a filter value, the relationship between the options is defined as OR. For example, if you select both the Open and the Released check box in the Status filter field on the Sales Orders page, it means that sales orders that are either open or released are displayed.

Setting Filters on Lists

On lists, you set filters by using the filter pane. To display the filter pane for a list, choose the drop-down arrow next to the name of the page, and then choose the Show filter pane action. Alternatively, press Shift+F3.

To display the filter pane for a column on a list, choose the drop-down arrow, and then choose the Filter action. Alternatively, press Shift+F3. The filter pane opens with the selected column shown as a filter field in the Filter list by section.

The filter pane displays the current filters for a list, and enables you to set your own custom filters on one or more fields by choosing the + Filter action.

A filter pane is divided in three sections: Views, Filter list by, and Filter totals by:

• Views

Some lists include the Views section. Views are variations of the list that have been preconfigured with filters. You can define and save as many views as you want per list. The views will be available to you on any device you sign into. For more information, see Save and Personalize List Views.

• Filter list by

This section is where you add filters on specific fields to reduce the number of displayed records. To add a filter, choose the + Filter action. Then, type the name of the field that you want to filter the list by or pick a field from the drop-down list.

• Filter totals by

Some lists that display calculated fields, such as amounts and quantities, will include the Filter totals by section where you can adjust various dimensions that influence calculations. To add a filter, choose the + Filter action. Then, type the name of the field that you want to filter the list by or pick a field from the drop-down list.

Note Filters in the Filter totals by section are controlled by FlowFilters on the page design. For technical information, see [FlowFilters].

You can set a simple filter directly on a list within using the filter pane, namely a filter that displays only records with the same value as in the selected cell. Select a cell on the list, choose the drop-down arrow, and then choose the Filter to This Value action. Alternatively, press Alt+F3.

Setting Filters in Reports, Batch Jobs, and XMLports

For reports and XMLports, the filters are visible directly on the request page. The request page displays the last used filters according to your selection in the Use default values from field. For more information, see Using Saved Settings.

The main Filter section shows the default filter fields that you use to delimit which records to include in the report or XMLport. To add a filter, choose the + Filter action. Then, type the name of the field that you want to filter by, or pick a field from the drop-down list.

In the Filter totals by section, you can adjust various dimensions that influence calculations in the report or XMLport. To add a filter, choose the + Filter action. Then, type the name of the field that you want to filter by, or pick a field from the drop-down list.

Entering Filter Criteria

Both in the filter pane and on a request page, you enter your filter criteria in the box under the filter field.

The type of the filter field determines which criteria you can enter. For example, filtering a field that has fixed values will only let you choose from those values. For more information about special filter symbols, see [Filter criteria] and [Filter tokens].

Columns that already have filters are indicated by the icon in the column heading. To remove a filter, choose the drop-down arrow, and then choose the Clear Filter action.

Tip Accelerate finding and analyzing your data by using combinations of keyboard shortcuts. For example, select a field, use Shift+Alt+F3 to add that field to the filter pane, type the filter criteria, use Ctrl+Enter to return to the rows, select another field, and use Alt+F3 to filter to that value. For more information, see [Keyboard Shortcuts].

Filter Criteria and Operators

When you enter criteria, you can use all the numbers and letters that you normally use in the field. But there's also a set of special symbols that you can use as operators to further filter the results. The following sections describe these symbols and how to use them as operators in filters.

Tip For more information about filtering dates and times, see [Working with Calendar Dates and Times].

Important - There may be situations where the value that you want to filter on contains a symbol that's an operator. For more information about handling these situations, see [Filtering on Values That Contain Symbols] for more instructions about handling this situation.

• If there are more than 200 operators in a single filter, the system will automatically group some expressions in parentheses () for the purpose of processing. This has no effect on the filter or the results.

Entering Filter Criteria

(..) Interval

Sample Expression	Records Displayed
1100..2100	Numbers 1100 through 2100
..2500	Up to and including 2500
..12 31 00	Dates up to and including 12 31 00
P8..	Information for accounting period 8 and after
..23	From the beginning date until 23-current month-current year 23:59:59
23..	From 23-current month-current year 0:00:00 until the end of time
22..23	From 22-current month-current year 0:00:00 until 23-current month-current year 23:59:59

(|) Either/or

Sample Expression	Records Displayed
1200|1300	Numbers with 1200 or 1300

(<>) Not equal to

Sample Expression	Records Displayed
<>0	Numbers with 1200 or 1300. The SQL Server Option allows you to combine this symbol with a wild-card expression. For example, <>A* meaning not equal to any text that starts with A.

(>) Greater than

Sample Expression	Records Displayed
>1200	Numbers greater than 1200

(>=) Greater than or equal to

Sample Expression	Records Displayed
>=1200	Numbers greater than or equal to 1200

(<) Less than

Sample Expression	Records Displayed
<1200	Numbers less than 1200

(<=) Less than or equal to

Sample Expression	Records Displayed
<=1200	Numbers less than or equal to 1200

(&) And

Sample Expression	Records Displayed
>200&<1200	Numbers greater than 200 and less than 1200

('') An exact character match

Sample Expression	Records Displayed
'man'	Text that matches man exactly and is case-sensitive.
''	Text that is empty.

(@) Case insensitive

Sample Expression	Records Displayed
@man*	Text that starts with man and is case insensitive.

(*) An indefinite number of unknown characters

Sample Expression	Records Displayed
*Co*	Text that starts with *man* and is case insensitive.
*Co	Text that ends with Co" and is case-sensitive.
Co*	Text that begins with Co and is case-sensitive.

(?)One unknown character

Sample Expression	Records Displayed
Hans?n	Text such as Hansen or Hanson

Combined Format Expressions

Sample Expression	Records Displayed
5999|8100..8490	Include any records with the number 5999 or a number from the interval 8100 through 8490.
..1299|1400..	Include records with a number less than or equal to 1299 or a number equal to 1400 or greater (all numbers except 1300 through 1399).
>50&<100	Include records with numbers that are greater than 50 and less than 100 (numbers 51 through 99).

Filtering on Values That Contain Symbols

There may be cases where field values contain the one of the following symbols:

• &
• (
• )
• =
• |

If you want to filter on any of these symbols, place the filter expression in single quotes ('<expression with symbol>'). For example, if you wanted to filter on records that start with the text J & V, the filter expression would be 'J & V*'.

This requirement isn't necessary for other symbols.

Filter Tokens

When entering filter criteria, you can also type words that have special meaning, called filter tokens. After entering the token word, the word is replaced by the value or values that it represents. Filter tokens make filtering easier by reducing the need to navigate to other pages to look up values you want to add to your filter. The tables below describe some of the tokens you can type as filter criteria.

Tip Your organisation may use custom tokens. To learn about the complete set of tokens available to you or to add more custom tokens, talk to your administrator. For technical information see [Adding Filter Tokens].

(%me or %userid) Records Assigned to You

Use %me or %userid when filtering fields that contain the user ID, such as Assigned to User ID field, to display all records that are assigned to you.

Sample Expression	Records Displayed
%me or %userid	Records that are assigned to your user account.

(%myclients) Clients in My Clients

Use %mycustomers in the customer No field to display all records for customers that are included in the My Clients list on your Role Centre.

Sample Expression	Records Displayed
%myclients	Customers in the My Clients on your Role Centre.

(%myitems) Items in My Items

Use %myitems in the item No field to display all records for items that are included in the My Items list on your Role Centre.

Sample Expression	Records Displayed
%myitems	Items in the My Items on your Role Centre.

(%myvendors) Vendors in My Vendors

Use %myvendors in the vendor No field to display all records for vendors that are included in the My Vendors list on your Role Centre.

Sample Expression	Records Displayed
%myvendors	Vendors in the My Vendors on your Role Centre.