Once a View has been created, it can be queried to display more precise results. A View may contain filters, and the user's ability to query is in addition to those preset filters.
There are 3 main search functions used in ShotFlow:
Simple (Basic) Search
1. The search pane in each table view enables entry of a value to be searched.
2. If there is no active simple search of "All Fields" applied, then the default search will apply to All Fields on the table. Optionally, you can select which field the simple search is targeting from the dropdown. Fields from related tables are available and are shown as Field Name (Table Name).
3. Click Search to initiate the query.
4. Resulting records matching the query will be displayed in the current view.
5. Additional simple searches can be applied in tandem to the initial one, but each must target a different field.
6. Multiple simple searches can be combined with a list and/or advanced search to generate more refined results.
7. All searches applied to the current view are retained for the current table when utilizing nested navigation. If a user selects the back arrow on the tab for this table, all of the active searches that were applied at the last point of navigation are restored.
Advanced Search
1. Click Advanced Search on the view.
2. A window pops open allowing you to enter multiple logical filters.
A. Match All of the following conditions will ensure the results returned include all of the filters in the logical group.
B. Match Any of the following conditions will ensure the results returned include records matching one or more of the filters in the logical group.
C. To add a new row, click [+Add Row]
D. To remove a row, click the Red X.
E. To add a group of filters, click [+Add Group]. This creates a new logical group that enables filters to be set by any or all conditions.
F. Once parameters are set for a filter, there is an opportunity to clone a single level of filter criteria by clicking the clone button. This creates another line identical to the one cloned from.
3. Click Search to initiate the query.
4. Resulting records matching the query will be displayed in the current view.
5. An advanced search can be combined with a simple and/or list search to generate more refined results, but only one list search is possible.
6. All searches applied to the current view are retained for the current table when utilizing nested navigation. If a user selects the back arrow on the tab for this table, all of the active searches that were applied at the last point of navigation are restored.
List Search
1. Click List Search on the view.
2. A right panel is displayed.
3. The top panel enables entry of multiple values to be searched. The values can be separated by a delimiter such as a comma, new line, a backslash, etc.
4. If the delimiter is anything other than a new line (line break), designate it in the Delimiter field.
5. Choose which field(s)(up to 3) the list search is targeting from the dropdown. Fields from related tables are available and are shown as Field Name (Table Name).
6. Choose Any or All. (All will return results where every condition is met. Any will return results if even one condition is met.)
7. If desired, check Exact Match. (This will return results that exactly match the value entered.)
8. If desired, check Show Difference. (This will show you which values weren't returned in the search.)
9. Click Search to initiate the query.
10. Resulting records matching the query will be displayed in the current view.
11. Values entered as well as the delimiter and target field will be retained during the current user's browser session and can be updated or removed by selecting the Clear button in the list search panel.
12. A list search can be combined with a simple and/or advanced search to generate more refined results, but only one list search is possible.
13. All searches applied to the current view are retained for the current table when utilizing nested navigation. If a user selects the back arrow on the tab for this table, all of the active searches that were applied at the last point of navigation are restored.
