Searching in lists
If a form contains a search field, to begin the search in a list, start typing the search string (switching to the search field is not required). As a result, the list is filtered to show only rows that contain the search string, and the matches are marked with color. You can also switch to the search field by pressing Ctrl+F.
The search is performed in all list columns, by multiple values, and the search string is split into parts. The rows that contain all of the parts are included in the search result. Also the following rules apply:
- For string values, rows that contain those values are found.
- If full-text search is available in the list, the search is performed at beginning of words. For example, to find all of the documents related to the "North Star" customer, you can search for no st.
- If full-text search is not available in the list, the search is performed anywhere in the string. For example, the search for no returns not only North, but also Gnome.
- When searching for an object by number, you can omit leading zeros. For example, to find an order with number 000000010 it is enough to enter 10.
But if full-text search is available in the list, you cannot partially omit the zeros. For example, search for 010 does not return any results, while search for 10 or 000000010 returns the document with that number..
- When searching for dates, specify the day, month, and year (for example, MM/DD/YYYY). The search returns all list items whose dates are equal to the specified day (their time does not matter). For example, you can search for documents dated 2/25/2014.
- For numbers, the search is performed by exact match (strict equality). For example, you can search for documents with total amount equal to USD 1200.
- To search for Boolean values, if full-text search is available in the list, enter Yes or No. For example, to find a default location that has a check mark in the Default Location column, enter Yes in the search field. If full-text search is not available in the list, you cannot search for Boolean values.
- For references to objects, the search is performed in the key fields that form the reference presentation. For example, in a list of goods receipts and shipments the search is performed in item code and/or description. And if you want to find Sales order 000005 from 11/29/2013, the search is performed in document date and number, as shown in the figure below.
To cancel the search, click the Clear button in the search field, or press Esc.
To specify search settings, on the Search control () menu, click Advanced search command, or press Alt+F.
In the Search in box, enter or select a column. In the Find box, enter the search string or select it from the list.
For string values, you can use one of the following search methods: At beginning of line, Anywhere in the line, or Exact match.
If a dynamic list displays hierarchical data (from a catalog, a chart of accounts, and so on), your can search in the entire list or in the current group.
To start the search, click Find.
When search is performed in a hierarchical list, items that match the search criteria are displayed as a flat list. Once you cancel the search, the hierarchical view is restored.
For hierarchical lists, the dialog box displays the current group name and the following check boxes:
- Search in current group only. If the check box is selected, the search is only performed in the current group and possibly in its subgroups (this depends on the state of the other check box).
- Do not search in subgroups (only available when the Search in current group only check box is selected). If this check box is selected, the search in subgroups is not performed.
If no items are found, an empty list is displayed.
The search history in the Search control menu () stores the previous search strings.
To edit the search, click the <Search in>: <Find> link in the search control.
The link on the figure below shows the following search settings: search in Customer, find North Star.
You can also open the advanced search dialog box from the list context menu (the Advanced search command). When you run this command, the search fields are automatically filled with the column name (the Search in field) and the cell value (the Find field).
You can use the advanced search feature to refine the search performed from the search field. You can apply the advanced search multiple times, and each time the new search string is added to the previous search strings (but you cannot set multiple search conditions for a single column).
For example, you need to find the list of sales orders for the "North Star" store. First, enter a fragment of the store name in the search field. Then, in the Document type column, find a cell with the "Sales order" text, right-click it, and click Find: Document type - Sales order (or right-click anywhere in the list, click Advanced search, then in the Search in field select Document type, and in the Find field enter Sales order). This adds a new search condition.
To cancel the search or return to the previous search, click or press Esc.
Search by current value
You can use quick search by a cell value. Right-click the cell and then click Find: <column name> - <cell value>.