Find

Use the Find option to search a view’s primary column and display only the information that matches the query.
 

 

Tip:  Use "*" as a wildcard to broaden the search. For example, to find and display all employees with last names beginning with "D", enter D* in the Find box.

 

If you have many employees with the last name ending with D, there is a way to narrow your search even more. For example, enter D[a-m]* to only search for names beginning with D and with the next letter between a and m. Or enter D[^a-m]* to search for names beginning with D and whose next letter is not between a and m.

To find items within the primary column:

  1. Enter the text to search for in the Find box at the top of the view.

  2. Press the Find button to display matching records.
     

View

Primary column

Approved Expenses
 *Cannot use wildcards

Date, project name, employee name, expense category name, description, reference number, purchase order, expense sheet title and check number.

Billing

Number column

Clients - Items List

Name column

Employees - Items List

Name column

Expense Categories

Name column

Leave/Absences Rules

Name column

Overtime Rates

Name column

Project Groups

Name column

Projects - Items List

Name column

Regions

Name column

Security Groups

Name column

Task Groups - Items List

Name column

Tasks - Items List

Name column

Teams - Items List

Name column

Workflow

Name column

 

To remove the results of a Find:

  1. Delete all text in the Find box and click the Find button.

    OR

  2. Move to a different view.