Search a list
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- UpdatedAug 23, 2024
- 4 minutes to read
- Vancouver
- Navigation and UI
You can search a list to find information quickly. The list title bar includes options for searching the list. Administrators can enable text searches for any list.
Before you begin
Role required: none
About this task
There are two options for searching the list: for a string in a selected field, or for a text string found in any field. These options are labeled Go to and Search.
- The Go to option sorts the list by the selected field and returns records where the field value is equal to or greater than the search term. For the Number field, which is a string type field, it finds the records that have a number ending with the number that you enter. For example, searching a list of incidents by selecting Number and entering 4 shows records with numbers like INC0000004 and INC0000014.
- The Search option appears when you select for text. It returns records that contain the search term in any field in the list table. If you added a related list condition, the search does not include records in the related table.
- Enter the column label to list matching records, for example, all incident records in the New state.
- Enter the value to find records that have a state greater than or equal to (=>) the specified value. For example, enter 6 to list incident records in the Resolved and Closed states.
Procedure
Available list search wildcards
The platform supports several wildcard characters to expand and refine search results.
Configure the default search behavior
The default search behavior in a list is to search for values that are greater than or equal to the value you enter. Administrators can add properties to change the search behavior to use either a contains search or a starts with search by default, instead of a greater than search.
Before you begin
Role required: admin
About this task
Changing the default search behavior to contains or starts with can cause performance issues as both search options return more results than a greater than search.
Procedure
Configure default search behavior using a dictionary attribute
Change the default search behavior at the field level by adding an attribute to a field using the system dictionary.
Before you begin
Procedure