Completing a search
On iTrackIT records can be searched for using a search form. In this article we will be using examples from the "Files" search, however, the same principles will apply to all of the available options (i.e. entities, boxes, or transactions).
Navigating to a search form
To open a search form, first, select the category you want to search by from the navigation menu at the top of the page and click on it to open the drop-down menu. Then click on the desired item from the drop-down menu to open the search form. For more information on how to navigate iTrackIT please read our Navigation article.
Filling out a search form
After selecting an option from the menu, you should have a screen that looks similar to the example shown below. Depending on the selected category there may be different fields available. By filling out the form as required, you can search by multiple criteria , or if you want to search for all available entries, a blank form can be used. To submit a form, use the orange "Search" button.
Please note, that while it is possible to submit blank forms it is better to be as specific as possible as there may be a large number of results which would increase load times.
- The Filter column drop-down boxes can be used to choose a condition that you would like to filter by and narrow down the results.
- The Criteria column on the far right can be used to specify the parameters to filter by, the search format is dependent on the type of data that will be searched.
- The Search button can be used to submit the form and show the results.
- The Reset button can be used to return the form to its unaltered state.
- The Create button can be used to create new records.
The drop-down box with the 500 shown in it is the number of records that will be returned. By using this drop-down box this number can be changed and will be stored in the browser cookies for future searches. Please note that returning large amounts of records will increase the time that it takes for the search results to load.
If there are too many results text similar to "1 to 100 of 118 Matched Records" will be displayed on the top right hand side of the page.
Filtering by text
To filter by text type the desired information into the relevant text box and use the drop-down boxes to choose the conditions you would like to filter by.
Filtering by date
To filter by the date, you can either use the date picker tool or type the date manually into the search box. Each item that allows you to search by date has two boxes. The box on the left represents a start date and the one on the right represents an end date, a single number can be entered into the required box, or to search for a specific date range a number can be entered into both boxes. The search column can be used to change the conditions you would like to search by.
- To filter for a certain date the "equal to" drop-down option can be used with the date to be searched for added to the criteria column. It doesn't matter which box the date goes in.
- To filter from after a certain date the "greater than" drop-down option can be used, it doesn't matter which box in the criteria column the date goes in.
- To filter from before a certain date the "less than" drop-down option can be used, it doesn't matter which box in the criteria column the date goes in.
- To filter between two dates the "equal to" or "between" options can be used with the dates added to the criteria column, make sure the start date goes into the left date picker box.
Filtering by drop-down
To filter by drop-down click on the box to expand it. If there are a lot of options in the menu, it can be filtered by typing in the text box and scrolled through using the middle mouse button or the scroll bar on the right of the list. Once you have found the item that you would like to select, click on it.
Filtering by database search
To filter using database search, type what you would like to search for into the text box on the right or leave it blank to return all available options. Then press the search button to open the item selection form, if there are records available, there will be check-boxes with the names of the items next to them.
Use the checkboxes to choose the desired options or use the checkbox at the bottom of the page to Select All. Finally, use the "Select" button to add the checked items to the filter criteria, any items that have been selected should now be displayed in the textbox to the left of the search button.
Viewing the search results
After using the search button to submit the search form, the results will be displayed on a table that looks like the example shown below. Each row on the table represents a record and the column headings indicate the type of content stored in the columns.
It is possible that more records will be returned than can be displayed on a single page, this can be recognised using the page selector inside the top toolbar. If it says "Page 1 of *" where the asterisk is there is a "1" there is only one page but if there is another number this means that there are multiple pages of results. There are a number of ways to view or further filter these records. To learn more about this please read our Changing the search result page article.
Suggested article: Saving a search
Related Articles
Filtering the search results
After completing a search it is possible to further filter the results based on the content held in the columns. The titles in headings at the top of the columns will relate to the content held in the columns. Toggling the table filters To toggle and ...Reorganizing the search results
After completing a search the results can be organized based on the content held in the columns. The titles in headings at the top of the columns will relate to the content held in the columns. Organizing the returned records To organize the returned ...Saving a search
On iTrackIT searches can be saved to enable users to reuse frequently made searches without having to repeatedly complete search forms. These saved searches can be private and only accessible to the user who created them or public and available to ...Changing the search result page
When searching iTrackIT more than one page of search results may be returned, this can be determined by looking at the page selector from within the top toolbar. If it says "Page 1 of *" if where the asterisk is there is a "1" there is only one page ...Hiding and revealing columns from the search results
On iTrackIT, in order to make the search results easier to navigate and to help hide unnecessary information, it is possible to hide columns from the search results. Once you have completed a search there will be an item available within the top ...