Searching User Defined Fields

The User Defined tab is used to search schedules by user-defined field information.

To search user-defined fields:

1.       From the Schedule Search page, select the User Defined Fields tab.

2.      Enter the information in the user-defined fields, as follows:

·      For a text, memo, or hyperlink field, enter the word or series of words you are looking for. A wildcard is assumed at the beginning and end of the text entered.

For example, consider a text user-defined field that contains the text “corporate account record”. Entering “corporate account” will find this item, but “accounting record” will not, because the search criteria does not exactly match the value.

·      For a drop-down or custom list field, select the available list of values you want to search for.

·      For a check box field, choose from "Selected" or "Not selected" to search based on the state of the check box..

·      For a numeric field, enter the number for which you are searching. Numeric searches will find exact matches only.

·      For a multi-select field, select one or more options from the available list of values. Use the Ctrl or Shift keys when clicking to select more than one value.

3.      Click Search to begin searching. The search results are displayed (see Displaying Schedule Search Results).