You have many different options to locate files within a module. If you know part or all of the Tag # for a record, you can use the Fast Find - Search field at the top of the Navigation Panel, but WebTMA has several other ways to search and filter records.
You can search for records using different methods:
- Fast Find – Search (simple search)
- Multi-Window Search (simple search)
- Advanced Find Search
- Browse
The Fast Find Search and Advanced Find Search options apply to the module you have open. The Multi-Window Search applies to any modules you have previously designated in Favorites as eligible for multi-window search.
Both the Current Window and Multi-Window search options are simple searches based on the character string in the Fast Find – Search field. My Dashboard returns Fast Find search results if you have set up Multi-Window Search. As a reminder, the more windows you make eligible for the Multi-Window search, the longer it can take to get results.
Fast Find - Search
Look for the Fast Find - Search field at the top of the Navigation Panel. This simple search function searches a couple of fields depending on the window. Usually, the fields searched are a combination, such as Code or Number and possibly Name or Description. The Fast Find - Search field is enabled for use from any WebTMA window.
Enter a character string, and click the Current Window Search icon to search all records associated with the current module.
Click the Multi-Window Search icon to search several windows. See the Multi-Window Search topic for an explanation of Multi-Window selections. When Multi-Window Search is set up, a Fast-Find Search shows results on My Dashboard.
Advanced Find
Choose the Show the Search Panel icon to open the Find flyout. Use the fields and buttons on the flyout to:
- select a previously saved query
- set filters for a single search
- create custom queries
- save custom queries
- update owner, i.e., change the owner of a query (restricted to original owner or someone with an Admin Role)
On the Find flyout, you can add criteria, make column changes on the Display Column Subtab, and group criteria.
How to Use Advanced Find
- Choose the
Show the Search Panel icon.
- Select a field and parameters.
- Use the Add Criteria link, to select an additional field to filter your search.
- (Optional) Repeat to add more filter conditions.
- (Optional) Choose Group Criteria to use AND or OR grouping. The OR Grouping, AND Grouping, and Cancel Grouping options are only available once you have added several criteria lines.
- Select at least two lines and click either the OR Grouping or AND Grouping to add grouping conditions.
- Choose Cancel Grouping to return to the Add Criteria option.
- Select the Find button to see results, or go to How to Set Display Columns below to set column order and widths and/or Save Query.
How to Set Display Columns
Use the Display Columns Subtab on the Find flyout to select the columns you want displayed as well as the order and width of the columns
- Choose the Display Column Subtab.
- Select the Edit button and change the Width of the column.
- Click the check mark
at the left side of the line to save your change.
- Use the Up and Down arrows to revise the column sequence.
- (Optional) Choose the Save Query button to preserve these settings for re-use. Note the Save Query As button allows you to overwrite a previously saved Query.
- Click the Find button to look for records that match your criteria.
How to Save Queries
When you use the Find flyout, you can create a one-time query as well as change the column display. If you frequently use the query, you can save and re-use it. You also have the option to select who can see or edit your query on either the flyout or the saved query.
- Use the Add Criteria link to select your criterion.
- Select Save Query to open the Query Access flyout. The Save Query As button allows you to overwrite a previously saved Query.
- Enter your Query Name.
- (Optional) Indicate the applicable Repair Center. If not used, the query searches all Repair Centers.
- Accept the default Public radio button or change. See definitions below.
- Click Save on the flyout.
Access setting definitions:
- Public. This query is available to all users. Anyone can save or delete the query.
- Public/No Edit. Users can view and use the query, but they cannot save or delete the query. Only the owner, i.e., the person who created it, can make changes.
- Private. The query is invisible to all users except the owner. Only the owner can save or delete this query.
Query Sorts and Admins
A check box on the Find window allows those with an Administrator Role to save the sort setting on any query and make that sort the global default. These sorts are displayed globally and on the Dashboard.
When someone with an Administrator Role selects a query on the Find window, the Set Current Sort as Global Default check box is enabled.
Take these steps to set a Sort order:
- Select a Query Name.
- Click the Find button.
- Click the header to sort the desired column.
- Mark the Set Current Sort as Global Default check box.
- Select the Save Query button.
The new sort is reflected on the query and is visible to all who view it from the Dashboard or from a module.
Those with an Administrator Role can also rearrange Display Columns. These are shown on the Dashboard but are not reflected on the Find grid.