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Filtering and Searching�

Filtering

A filter is using the filter field at the top in List or Form view

Filtering will look in the firstname, lastname, address and email fields

Searching

A simple search in List or Form View allows you to search quickly entering criteria into fields but the criteria is not saved to be used again

To run a simple search in list view

e.g.  Find all People who have the word Manager in their Position field

  • Make sure you are in People….List view
  • Click the Search button at the bottom of the screen

or

  • Press Ctrl + F on the keyboard (CMD + F for Macs)
  • Click Simple
  • Type Manager in the Position field
  • Press the Enter key on the keyboard

A list is produced showing all the people with the word 'manager' contained in their position field

To produce an exact match type ==Manager  this would only find people who have a position of Manager

 

Search operators used in HRS Pro

Search operators used in HRS Pro
  • Right click in the search field
  • Highlight Operators

A list of Operators which can be selected is shown. Selecting the Operator will insert it into the search field

= Match whole word (or match empty)

== Match entire field

! Find duplicate values

< Less than

<= Less than or equal to

> Greater than

>= Greater than or equal to

… range

// Today’s date

? Invalid date or time

@ Any one character

~ Any one digit

* Zero or more characters

\ Escape next character

“” Match phrase (from word start)

*”” Match phrase (from anywhere)

To search using more than one piece of criteria

e.g. Find all people who are either a manager or a director

  • Make sure you are in People….List view
  • Click the Search button at the bottom of the screen

or

  • Press Ctrl + F on the keyboard (CMD + F for Macs)
  • Click Simple
  • Type Manager in the Position field
  • Press Ctrl N on the keyboard (CMD + N for Macs)

or

  • From the Search Criteria menu at the top of the screen, choose Add an OR Request
  • On the new row, type Director into the position field
  • Press Enter

A list is produced showing all the people with the word Manager or Director contained in their position field

Searching in Form View

Searching in Form View allows you to type criteria against many more fields

e.g.  Find all People who are Italian, single and available

  • Make sure you are on the People tab and in Form View
  • Click the Search button at the bottom of the screen
  • Click Simple
  • Select Italian in the Nationality (1) dropdown list, select Single (2) in the Status dropdown list and Available (3) in the Status field at the top
  • Press Enter on the keyboard

The result is displayed in Form View due to the Search being conducted in Form View.  Click the List button to view the result in List View

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