Finding Items in a List

If users have a long list and are looking for a specific item, use the Advanced Find.

To find a document using the Advanced Find:

1    If the additional options (Customize, Reset, Advanced Find, Show All, Auto Hide) are not visible, place the mouse within the blue portion of the window until the additional options appear.

2      Click Advanced Find. A separate window appears.

3      Select the search term to use from the Find where drop-down menu:

Ü Note - The search term can correspond to any column that is currently displayed in the list.

4    Select a search term from the second drop-down menu and type in a value:

5   Click Save. If any part of a column’s contents matches the search term, the record is included in the results. Items that do not match the search term are removed from the list.

6    To display all the items in the list again, click Show All. The Show All button appears beside the Advanced Find button.