Using Search Tips & Time and Number Tips

On every Find page in your fp. system you'll see both Search Tips and Time and Number Tips on the left hand side. But what does each one mean, and how might they each be used?

Please review this article for a quick review and examples of these tips.

Where these tips live?

The searching tips show on the left hand side of any Find page - such as Company Find or Job Find.

Search Tips

Search Tips

In all cases, on any of the Find screens, the tips operate in the same way:

  • Search Tips should be used in fields that are not "intelligent" aka without a magnifying glass icon, or a drop down list.
  • Search Tips should be used in fields that would otherwise accept alphabetical content ie. Job Name, Task Title etc.

On this Job Find screen, the Search Tips could be used in any of the highlighted fields.

You are not limited to using any of the tips one at a time - use these tips in any combination to better narrow down your search within any module.

In all cases, on any of the Find screens, the tips operate in the same way:

  • Time and Number Tips should be used in fields that are not "intelligent" aka without a magnifying glass icon, or a drop down list.
  • Time and Number Tips should be used in fields that would otherwise accept numerical content ie. Job Number, PO Number, Due Date.

On this Job Find screen, the Time and Number Tips could be used in any of the highlighted fields.

You are not limited to using any of the tips one at a time - use these tips in any combination to better narrow down your search within any module.

Search Tips  - Examples

Search Tips  - Examples

Let's use a variety of Find pages to review each of the available Search Tips, and to provide some examples.  These really are only examples though - the sky's the limit on how you might apply any of these tips across the different Find pages, and in combination with one another, and other searchable fields.

A + B

A + B search for all the terms "A" and "B"

For this tip, let's say I need to find a Task in the system. I don't recall any specifics, other than it having the words "Draft" and "Content" in the name. In the Task Title field, I would search as shown: Draft + Content. Please note that the search not case sensitive, meaning there is no need to capitalize.

I can then add any further search parameters, or just click Find Tasks.

I then land on a list view of matching results.

"A B"

"A B" search for exact words "A B"

For this tip, let's say I need to find a Task that included the word "urgent" in the description. I can just type that into the Task Description field, including the quotes, and hit Find Tasks to get my resulting list. Again, the system is not case sensitive. Also note that you can search multiple words so long as they are all within the quotes.

A / B

A / B any of the terms "A" or "B"

For this tip, let's say I need to find all the Estimates in my system that include the words "special event" in the description of the possible work. On the Estimate Find page, I can type those 2 words with a slash between them into the Description field.

Click Find Estimates (bottom right of page) to get your results.

The resulting list will give me Estimates with the word "special", "event" as well as "special event" in their description.

~ A

~ A must not contain A

For this tip, perhaps I want to find a list of Estimates in my system, barring those for a Company of a particular name. I can do this on the Estimate Find page by using this tip in the Company Name field.

Clicking Find Estimates (bottom right of page) would bring up a list of Estimates. excluding any for this particular Company.  

~

~ this field must be empty

For this tip, let's say I want to get a list of Schedules that do not have any associated Job as yet. I can do this by putting this Search Tip into the Job Name field on the Schedule Find page.

Clicking Find Schedules would bring up a list of Schedules that do not have an associated Job.

!~

!~ this field must be filled

For this tip, perhaps I want the opposite of above, and only want to see Schedules that do have an associated Job. I can do this by putting this Search Tip into the Job Name field on the Schedule Find page.

Clicking Find Schedules would bring up a list of Schedules that do not have an associated Job.

A*

A* anything that begins with "A"

For this tip, let's say I need to find all the Projects in my system that are for SEO or SEM named work. In the Project Name field, I can type as above, and click Find Projects for my results.

The resulting list displays the appropriate Projects.

*A

*A anything that ends with "A"

For this tip, perhaps I want to find all the Notes in my system that relate to my use of fp. Portal, and my clients marking submitted Estimates as Approved. I can search for this in the Note Title, and click Find Notes to get my results.

The resulting list displays the appropriate Notes.

Time and Number Tips - Examples

Time and Number Tips - Examples

Let's use a variety of Find pages to review each of the available Search Tips, and to provide some examples.  These really are only examples though - the sky's the limit on how you might apply any of these tips across the different Find pages, and in combination with one another, and other searchable fields.

A ... B

A ... B value must be between "A" & "B"

This is probably one of the most useful, but relatively unknown tips available. Use 3 dots between any 2 dates in any date field to get a resulting list for a date range. Most important trick to this tip though - always tab or mouse out of the date field before clicking the Find action button. This gives the system a chance to digest the date range, and convert it into its preferred format.

Note that:

The system will assume you mean the current calendar year unless you type in otherwise.

You can use abbreviated versions of months.

You can use terms such as "yesterday" and "tomorrow" and the system will understand.

For this Task Find page, let's say I want to get a list of all the Tasks in my system due next week. In the Due Date field, I type in those 2 dates, with 3 dots between them.

I need to then either tab out or mouse out of the Due Date field. As above, the system has reformatted the dates for me. I can then click Find Tasks to get my resulting list of Tasks.

< A

< A less than "A"

For this tip, perhaps I want to see a list of all the Jobs that are going to be due before the end of next month. In the Delivery Date field, I can enter this tip along with the date of the end of next month.

As with the date range tip above, I can type in short forms, and need to tab/ mouse out of the field before clicking the Find action button.

This again gives the system a chance to reformat, and in this example, even catch the fact that there is no November 31st and change the date to December 1! I can change this date again as needed, or click Find Jobs to get my resulting list.

> A

> A greater than "A"

Similarly to the tip above, this tip could let me look for all the Jobs with due dates after another date - say after January 15th of next year.

And again be certain to tab/ mouse out so that the date can reformat, you can review it, and then click the Find action button to get your resulting list.

<=A

<=A less than or equal to "A"

For this tip, I could use it to look for all Tasks that are due on or before a particular date. Again - be sure to tab or mouse out before clicking "Find" so the date can reformat.

Alternately - you could use this tip to search for Invoices with the number 5000 or lower. The Time and Number Tips work for date or number fields.

>=A

>=A greater than or equal to "A"

For this tip, I could use it to look for all Tasks that are due on or after a particular date. Again - be sure to tab or mouse out before clicking "Find" so the date can reformat.

Alternately - you could use this tip to search for Invoices with the number 1000 or higher. The Time and Number Tips work for date or number fields.

We hope you'll find these Search, Time and Number Tips to be of value when looking to pull content and data from your fp. system. And we welcome your questions or concerns via email: support@functionpoint.com

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