How to Search For Records

(Note: for this topic certain field values have been deliberately obscured in the screen-shots)

 

Background

In numerous locations within strokeone, it is possible to search for / filter the records that are shown in the layout.

Procedure

  1. In the layout, identify and navigate to the Quick Find field:-

  2. In the  Quick Find field enter a few characters for your search.
  3. For example in the clients list layout to search for / filter the display




    to find those clients that match the characters sco*, enter sco in the quick search field
  4. Only those records that contain the characters sco* are shown.

 

Notes

  1. The search criteria is applied across many of the fields on the underlying record. That is, in the above example provided the characters sco exist in one or more fields of the data record, then the record will be matched.