Search Form Records

Using the Form Search feature found on most Vista forms, you can filter form records to limit the number of records displaying in the grid or to search for specific records.

Most forms used to maintain records throughout the system are associated with database tables that store data. Some forms are used to maintain large record sets, and the large number of records can reduce the form's load and refresh speed, making records difficult to find. By filtering a form's records, you can reduce the number of records displayed or easily locate specific records.
  1. Access the Search panel in one of the following ways:
    • Select the icon in the toolbar
    • Select Records > Form Search from the form menu
    The search panel displays standard filtering options (Latest/Earliest Records), along with filter options that differ depending on the originating form.
  2. If desired, add filtering criteria fields. You must have permissions to access the System Overrides tab on the Field Properties form.
    1. Select the field you want to add to or remove from the Search panel and press F3 to access the Field Properties for that field.
    2. On the System Overrides tab, either select or clear the Include in Form Search checkbox.
    3. Select OK to save the change.
    4. Close the entry form. When you reopen the form, the Search panel will reflect your changes.
  3. Enter values in the filtering criteria fields or press F4 to see a list of available values.
  4. Indicate the order in which to sort search results as follows:
    • Latest Records - to sort search results in order by the latest records (descending order)
    • Earliest Records - to sort search results in order by the earliest records (ascending order)
  5. Select Search.
    The system returns records that meet the filtering criteria.
  6. To clear the search criteria, select Clear.
    Note: The system saves your search criteria so that it is available the next time you access the Search panel for the originating form. If you do not want search criteria saved, select Clear.
  7. If you want to name your search, use the Name of Search field to enter a name for your search. Then select Save This Search. For more information about saving searches, select the Search panel's Help button.