Using Quick Search
As you work in the Vizion Platform and become familiar with the various tools available for viewing and working with your data, you will “quickly” see the need for the Quick Search feature. While Quick Search can be used to navigate the menu system (see Navigating Menus), on this page you will read about using Quick Search for finding specific data on an Application page.
Example Quick Search Bar
Example Reference | Action |
1 | Select the grid column to search If you select a Date type field, the Date Picker icon will display. See Using the Date Picker in Quick Search. |
2 | Select the operator to use for the search. See Using Operators in Quick Search. |
3 | Enter the search criteria |
4 | Enable/disable Exact Search - see Using the Exact Quick Search Button |
5 | Clear the search criteria |
6 | Click Search Icon to search |
Quick Search further filters data returned by the Filter set in the page header.
You can use Alt + Q as hot keys to jump to Quick Search.
Using Basic Quick Search
For this explanation, we use the Quick Search bar presented on Trackor Browser pages; however, this feature essentially works the same way wherever it is presented.
Steps to Use Basic Quick Search | ||
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1 | Choose the field you want to search through by clicking the first box in the Quick Search bar and selecting the field (column) from the drop-down list. All of the fields for the selected view are available here.
Another way to select the column is by using the column header context menu. Just click the column header and select Search by Column. Quick Search will automatically display the column label to search. | 
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2 | Select the operator for the search. Only the operators appropriate for the selected column data type display. See Using Operators in Quick Search. | 
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3 | Enter the search criteria. See Ways to Enter Search Criteria for more information. | 
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4 | Click the Quick Search Icon or press Enter. The system will search based on the search criteria and display the results in the grid. If no fields meet the criteria, the grid will be empty. | 
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5 | After the search is performed, users can clear the search criteria and return the grid to its original state by:
OR
In addition, you will see that the search icon changes to include a plus sign meaning you can save your search as a filter. See Using Multiple Quick Search Filters. | 
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Ways to Enter Quick Search Criteria
Use the chart below to understand how to search for specific criteria for a field.
To search for: | Action: | Example: |
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Multiple Words | Enter each word separated with a comma. You can include “null” and “not null” in this list. | SiteABC, SiteXYZ |
Exact Words | Include quote marks around each word you want to exactly match in the results. See Using the Exact Quick Search Button for more information. | “John Doe” |
Text + Wildcard ( * ) | Enter text with an asterisk representing the additional text that might be found. | SomeText* |
Value in Grid Cell | Access the context menu for the cell with the value to search (right-click on cell) and click Search by Value.
Quick Search displays the corresponding column, the selected value in exact search mode, and applies the search. |   |
Latitude / Longitude | You can use Decimal or Degree/Minutes/Seconds (DMS) format to search. |  |
Date / Time | You must enter the date / time in the same format that you have selected in User Settings (Appearance Tab) for Date Format / Time Format for quick search to find your date / time. You can use the date picker to automatically enter a date, see Using the Date Picker in Quick Search below. | 
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Using Operators in Quick Search
The options for operators in Quick Search include =, >, <, <>, Is Null, and Is Not Null with only the operators that work with the data type of the search column displaying as an option to select. For example, > and < do not display as options for text type fields.
For information about using operators to define a range of numeric values, see Using Multiple Quick Search Filters.
Filter for Start, Finish, or N/A in Quick Search
When you search task date fields, you will see an additional operator field for selecting S (Start) (if selected to show Start Dates in User Settings), F (Finish), or N/A (Not Applicable). Selecting N/A requires an additional selection for either Yes or No.
Using the Exact Quick Search Button
The Exact Quick Search button displays after you enter search criteria. When this button is enabled, entries in Quick Search are wrapped in quotes so that the search results exactly match the quoted entry. In addition, if you paste multiple entries from the clipboard, the entries display separated by commas, and each one is wrapped in quotes. Disabling the Exact Search button removes the quote marks from the Quick Search entry. Exact search for pasted entries may work automatically depending on the setup by the Administrator.
The enabled/disabled status of the Exact Search button on one page extends to other pages that include the Quick Search feature.
Using the Date Picker in Quick Search
After selecting a date column to search, you can press Tab or click the Date Picker icon to open the Date Picker. Select the date to use for your search criteria. Note that you can use any of the operators along with a date to search.
Using Multiple Quick Search Filters
Once you have done an initial quick search, the Search Icon changes to include a plus sign (+) meaning you can click it and add the chosen column/criteria combination to the list of Quick Search filters. The new Quick Search filter and any others that are added display in the header for the page. Saved filters persist after leaving and returning to a page.
When the user changes their language setting in User Settings; this action clears a saved search filter. In addition, if you remove the column (field) in a saved search filter from the view, the filter for that column (field) is not active. When the column (field) is returned to the view, the search filter is again active.
Adding Additional Quick Search Filters
You can add additional filters by selecting another column/criteria combination and clicking the Search Icon. The resulting Trackors (records) are added with “AND” logic so that they are filtered by both filters. You can then click the Search Icon(+) to add the subsequent filter to the list of Quick Search filters.
The maximum number of Quick Search filters is controlled by the MaxQuickSearchFiltersCount tenant parameter; the default is 5. If there is not enough space in the first line of added filters, the list will wrap to an additional line.
Defining a Range with Multiple Quick Search Filters
To define a range of numeric values to filter, users can add and enable two separate filters: one with the “<” operator and one with the “>” operator. The example below includes two enabled filters resulting in records that have a purchase price greater than $50 and less than $500.
In addition, you can:
Enable / disable each Quick Search Filter by clicking the checkcircle
Clear each Quick Search Filter by clicking the X
Clear all of the Quick Search Filters by clicking Clear All
Edit a Quick Search Filter by clicking it, making changes in the Quick Search Bar, and clicking the search icon
Adding Quick Search Filters from a Column Header
Users can create quick search filters directly on the grid for the following field types:
drop-down
selector
multiselector
Trackor selector
date
date/time
task date columns (filter for N/A is available)
checkbox
Trackor class.
For these field types, users can click the column header and display the available filter selections. Selections (can be multiple, except for checkbox fields where you can select only either yes for checked boxes or no for empty boxes) made here display in the header of the page as a saved and active filter.
In this example, clicking the “Current Condition” column header displays the available selections to use as a filter.
Next, make your filter selections and click OK. (You can include “null” in this selection.) The filter is now a saved filter for the grid display.
Headers where you have made filter selections are marked with a search icon as shown in the screenshot below.
Using Quick Search on Selector Grids
Administrators can choose Selected as a drop-down Quick Search item on selector grids opened from Admin pages and related forms. This search displays either the list of selected items or the list of unselected items.
To search by Selected:
On selector grid’s Quick Search, click first drop-down and choose Selected.
On the next drop-down, choose Yes to list selected items or No to see unselected items.
To return to the original list, choose Search for in the second drop-down.
Administration for Quick SearchThe Tenant Parameter GridColumnFilterValsLookupLimit allows Administrators to set the number of rows the system will consider when displaying available filter selections when clicking a column header. The default value for this parameter is 10,000 which allows for optimal system performance. If a unique value appears in the column of data only AFTER this number of rows based on the user’s current sort criteria, the value will not appear in the available filter selections. For systems that have grids with high row counts, the Administrator can allow for more rows to be considered while also weighing system performance. Administrators decide whether or not to force exact search for pasted entries using the tenant parameter ForceExactSearchInQS. When set to "YES," this parameter enables the "Exact Quick Search" feature by default so that text pasted from the clipboard is automatically wrapped in quotes typically enhancing system performance. The default for this parameter is “NO.”
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