Searching For Data

Big Idea
Big Idea

One of the primary concerns when using a database is: How do I find what I'm looking for?

The platform provides a suite of tools for retrieving data, and this article focuses on the first and easiest methods: simple search and search by column.

Method 1: Simple Search

This is the most simple method:

  1. Type a value in the search box
  2. Type [Enter]

This method also returns the most matches. The platform performs an expanded search on all fields in the Page, matching values anywhere in the content (beginning, middle, or end).

Here is a search for "down" which is returning 7 Contacts. Notice only 4 are matching on Display Name (Last Name).

By scrolling to the right in the Data Grid, you can see that 2 match on Address, and 1 matches on Email. Both of these matches have "down" in the middle of the field values, but they are still matched by a simple search.

Method 2: Search By Column

This method more restrictive in two ways:

  • It only matches on the searched columns
  • It only matches values starting with the search term.

To use this method, you must switch from simple search using the By Column button shown below. This button will toggle back and forth between simple search and by column:

This shows the search row with a search box for each column:

Notice that nothing is returned when searching "down" for Address:

Because search by column matches only the beginning values, you can need a wildcard (*) like this:

Zoom In
Zoom In

The third method is a combination of the first two. We recommend this approach if:

  • You thrive on shortcuts and life hacks.
  • You're the power user type.
  • You prefer a life of adventure over the status quo.

Method 3: Comma Notation

You may notice when searching by column, that a notation is shown in the platform footer, like this:

The commas represent separations between columns. This same notation may be used directly in the simple search.

Typing commas in the search box separates your search by column, and performs the same search as by column, acting as a shortcut. 

For example, if you know in your database that address is the 7th column, you can add 6 commas before your search term, and use "*down" to find down in the middle of an Address. 

The entire value typed into the search box is this (you only need to provide the commas up to your last search column):

,,,,,,*down

Though not discussed here, there are more tricks which may combined with this method to tailor a search...but you'll have to wait for those. No, really, you'll have to wait!

 

Last Modified: 12/31/2019

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