The Find option opens a Find screen used to search for the records that can be displayed on the current screen. Selecting a record from the list in Find displays the information about that record (for example, a team member's expense report) on the current screen. To use the Find command and open the Find screen, click Find on the main toolbar, select Find on the File menu, or press Ctrl+F (the keyboard shortcut for Find).
Find screens are built on the console technology found in the System. The console technology provides for a consistent method to search for data and to save search criteria as "views" so that the search criteria can be reused without having to be re-entered every time that you want to perform a search.
To show the use of the Find command, find screens, and the console functionality, consider the following example. Suppose that you have just opened Timesheet and you want to select a specific employee whose last name starts with “Wor.” All timesheets for employees that have the last name starting with “Wor” appear.
To open Find, click Find on the main toolbar, select Find on the File menu, or press Ctrl+F to open Timesheet Find.
To specify the search criteria, type Wor in the Resource Name column, in the row that appears between the toolbar and the display grid.
To execute the search, click Execute on the toolbar, or press F5. The System searches all existing timesheets for those resources that begin with "Wor" (Word, Worden, Worker, and so on), and then lists the search results in the grid section of the screen.
To select the timesheet that you want to use or display, double-click the row that contains the timesheet that you want to select. Or, select the row with a single-click, and then click the OK button. This retrieves the selected timesheet and enters its Resource in Timesheet and populates the other boxes on the screen with additional information from the Timesheet.
You can also save the search criteria that you specified on a Find screen as a "view" so that you can reuse the criteria. The ability to save search criteria as a view exists in any of the console-type screens found in the System.
To save search criteria on the Find screen:
Click Find on the main toolbar, select Find on the File menu, or press Ctrl+F (the keyboard shortcut for Find). Find appears, where you specify and save the search criteria.
In the Save View dropdown list, click New View.
In New View Properties, specify a name for the view in View Name. To make this your default search criteria for the Find screen, select Default. If you want to share the view, select Shared View. Click OK.
Specify the search criteria that you want to save.
You can click Execute or press F5 to review the results of the search.
Click Save View .
If you set the Display Lookup Row Warning check box to selected in User Preferences, the System alerts you if the total number of items exceeds the number of items displayed in the list of results in Find. The System displays the following prompt:
The current view returned the maximum recommended number of rows for a lookup. The information that you are looking for may not be in the list.
Select OK to continue using this list or to enter additional filter information to farther limit the rows returned.
Select Retrieve All to return all the rows that are available. This may take a few minutes.
If the Display Lookup Row Warning check box is cleared, the maximum number of items permitted by the threshold will be returned and you will not be able to retrieve the total number of items at one time. You may have to specify one or more filter values in order to retrieve the desired item into Find. As soon as it is in the list, you can select the item. You can configure the threshold by using Business System Options.
If you select Retrieve All to return the total number of items, it takes longer for the System to display the Find results list because of the number of items being retrieved into the list. Depending on the specific Find, the time that is required to perform this varies. Listing the records of several hundred timesheets might only take several additional seconds, but listing several thousand timesheets will take much longer.
Note: If you are experiencing significant delays in the loading of the results list in Find, your System administrator can reconfigure the threshold setting in Business System Options in order to achieve better performance.
By default, most Find screens list items in ascending order, based on the first column in the screen. For example, in Timesheet Find, the standard first column is Number. All timesheets are listed in ascending order according to their number. To re-sort the list based on another criterion, for example, alphabetically by Resource Name, click the Resource Name column heading. To reverse the order of this sort (for example, to switch from ascending order to descending order), click the column heading again. The sort indicators identify whether the sort is in ascending or descending order.
To sort by more than one list criterion (for example, Description and ID), press and hold SHIFT, and then click the column heading of each criterion that you want to use for sorting the list. Click the headings as necessary if you want to reverse the order of the sort.
Note: If you want to save the sort order that you have selected so that it will be applied every time that you open the specific Find screen, save the sort order in a view. For more information about how to save views, see Saving Find Screen Search Criteria.
A: No. For each screen, the business system always locates all pertinent items and, depending on the Display Lookup Row Warning setting in User Preferences, loads all items or up to the threshold maximum number of items into Find. However, after the initial list of items is loaded into Find, you can use the filter row to quickly locate a specific item. The more specific you are when you specify the filter information, the fewer items the resulting list contains.