Using Search Pages    

1. Begin by navigating to the Location search page.
   
   Click the Location link. [ go ]
2. There are two types of search pages: the basic search page and the advanced search page. When you select a page, the system often displays an advanced search page on the Find an Existing Value tab. You may also click the Add a New Value tab to add a new row of data to the table.
   
   Click the Basic Search link. [ go ]
3. In general, a basic search page offers just one or two fields in which you may perform your search. You designate which key field you want to search with by entering text in the Search By edit box.
   
   Click the Search button. [ go ]
4. A list of locations that use the SetID SHARE are displayed in the Search Results grid. [ go ]
5. With a basic search, you have the option of changing your search criteria. The Search By drop-down list enables you to select different search keys to search against the database. You can also enter full or partial values for the key field. For example, you may not know the SetID, but you know that the location code begins with a "KP."
   
   Click the Search by list. [ go ]
6. Click an entry in the list. [ go ]
7. Enter the desired information into the begins with field. Enter "KP". [ go ]
8. Click the Search button. [ go ]
9. The Search Results show all rows matching your search criteria. In this case, these are all the locations in your database with codes that begin with KP. You are looking for the Richmond Road branch. With a basic search, only the first column in the Search Results list is displayed as a link.
   
   Click the Search Results table. [ go ]
10. The Location Address page is displayed for the Richmond Road location. Notice that the key fields from the search page appear as the uppermost display-only fields on the page. [ go ]
11. If you want to look at data for another location, you can click the Return to Search button at the bottom of the page.
    
    Click the Return to Search button. [ go ]
12. The system returns you to the advanced search page with the criteria from the previous search displayed.
    
    If you want to search again with new criteria, you can use the Clear button. The Clear button refreshes the page without saving so you can enter new criteria.
    
    Click the Clear button. [ go ]
13. The options on the advanced search page enable you to narrow your search by entering values in more than one type of criteria. The advanced search page contains several keys to search for your record.
    
    If you do not know any criteria for your search, you can just click the Search button to display a list of all records in the database.
    
    Click the Search button. [ go ]
14. The search function can retrieve up to 300 entries from the database, displaying several results at a time in the Search Results grid. Use your browser's scroll bar to view all listings on the current page. If the list is subdivided, click the right arrow above the grid to view the next set of listings.
    
    Click the Show Next button. [ go ]
15. The next set of locations is displayed.
    
    If your search retrieves more than the maximum 300 listings, the Search Results grid prompts you to enter additional criteria to reduce the number of search results. [ go ]
16. It is better to narrow your search if the results display too many rows to effectively review. One way you can select criteria is by using the Lookup buttons provided for some of the fields.
    
    Click the Lookup button. [ go ]
17. You use the Look Up page to search for key values to use in your search criteria.
    
    Click the Cancel button. [ go ]
18. Another way to narrow your search is to use a key or combination of keys with full or partial values.
    
    For example, suppose you know that the location you are looking for is associated with the SetID, SHARE, and has a location code that begins with "KC." You can enter this partial criterion to narrow the list of search results.
    
    Enter the desired information into the SetID field. Enter "SHARE". [ go ]
19. Press [Tab]. [ go ]
20. Enter the desired information into the Location Code field. Enter "KC". [ go ]
21. Click the Search button. [ go ]
22. The 14 locations that match this criteria are displayed in the Search Results list.
    
    With an advanced search, all the columns in the Search Results list are displayed as links.
    
    Click the Search Results table. [ go ]
23. The Location Address page for the Calgary Branch is displayed. Search List Navigation buttons are available to process your search. They are displayed below the transaction area of the page. [ go ]
24. The Return to Search button returns you to the search page for the transaction type. [ go ]
25. The Next in List button displays the data for the next data row in your search list box. This push button appears gray if you did not select the data row from a list box, if there was only one row in the list, or if the data displayed is the last row on the list. [ go ]
26. The Previous in List button displays the data for the previous data row in your search list box. This push button appears gray if you did not select the data row from a list box, if there was only one row in the list, or if the data displayed is the first row on the list. [ go ]
27. Because the search results displayed 14 matches for your search, and Location KCBA00 was listed first, notice that the Next in List button is active, but the Previous in List button is not. If you want to view data for the other customer listed in the search results, you can use these buttons to navigate between the rows of data.
    
    Click the Next in List button. [ go ]
28. The next location record in the list is for the Vancouver Branch. You can continue to use the Next in List and Previous in List buttons to navigate between all the rows in the search list. You can also return to the search page for additional searches.
    
    Click the Return to Search button. [ go ]
29. Click the Clear button. [ go ]
30. Suppose you want to search for all locations in the United Kingdom.
    
    Enter the desired information into the SetID field. Enter "GBR01". [ go ]
31. Click the Search button. [ go ]
32. If the search criteria you selected is something that you think you can use again, you can save the specifics of the search.
    
    Click the Save Search Criteria button. [ go ]
33. Enter the desired information into the Name of Search: field. Enter "UK Locations". [ go ]
34. Click the Save button. [ go ]
35. Click the Return to Advanced Search link. [ go ]
36. Notice that a Use Saved Search drop-down list appears so that you can select a saved search. Once a search has been saved, that specific search record is available for use in other search pages that use the same search record. [ go ]
37. You can also delete any saved search by using the Delete Saved Search link. [ go ]
38. For any of the criteria, you also can use the Case Sensitive option. This ensures that the search results are based on matching the case you enter in the criteria. [ go ]

In summary, you can search for data by using basic or advanced search pages. When conducting a search, you can enter full or partial values for any of the search keys. Once you open a page or component, you can use the Next in List and Previous in List buttons to navigate between the rows in the search results. You can also save search criteria.

[ Start Topic ] | [ Return to Table of Contents ]