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RM Workspace Help

Quicksearch with field selector

 
 
 
If your RM Workspace administrator has enabled the feature, after entering criteria into the quicksearch field, you then specify which of the fields set for inclusion in quicksearches, should be searched for the entered criteria.
Thus, when performing a quicksearch, instead of searching multiple fields for the search criteria, you can go straight to the field which you know contains the criteria you are looking for.
 
 
 
Quicksearch with field selector
 
 
 
 
1

Quicksearch criteria

1. Quicksearch criteria
Enter your search criteria into the quicksearch field.
2

Quicksearch field selector

2. Quicksearch field selector
Clicking on the field's down arrow displays the list of fields which have been specified for inclusion in quicksearches. Select the appropriate field for the criteria you have entered into the quicksearch field. eg: if you have entered a number, you will most likely select the Record number field (if displayed).
3

Quicksearch Go button

After you have entered your criteria and selected which field you wish to search for the criteria, click the Go button to perform your quicksearch.
 
Note: If both the quicksearch field selector and the record type filter fields have been enabled for display by your RM Workspace administrator, you can use both fields in your quicksearch.
 
Tip: The quicksearch field selector selection is not retained. To select a field other than the default (first listed) you need to select the desired field again.