Searching by Lookup Set items

You can search for records by the value of a particular Lookup Set Additional Field.

  1. From the Search menu, select Find Records.

    The Search for Records dialogue appears.

  2. Click the KwikSelect button in the Search By field.

    The Search Methods dialogue appears.

  3. Click the expand symbol next to Additional Fields.

    This will display the available Additional Fields.
    When you select a String field that is using a Lookup Set, Content Manager displays the Search for Records dialogue with a field to select an operator like Matching, and a field to enter the Lookup Set Additional Field value to find records for.

    NOTE: When searching through the Lookup Items, you can type one or more characters in your search to refine the list which displays a Prefix Search window:

    • If its a numeric short value only lookup set, then a number edit dialogue appears and you can put in a number. Items with a number equal to or greater than the number entered are displayed. Items are sorted by numeric value.
    • If its an alphabetic short value only lookup set, a string prefix dialogue appears. Items with a short value equal to or greater than the string entered are displayed. Items are sorted by short value.
    • If its an alphabetic long value only lookup set, a string prefix dialogue appears. Items with a long value equal to or greater than the string entered are displayed. Items are sorted by long value.
    • If it's a lookup set with short and long values, a window appears with an option to do a prefix search either by the short value or the long value (the short value will be a number if appropriate). Items are sorted according to the selection made.
  4. If you wish, use the field More Search Options and click OK.
    Content Manager returns the search result.

NOTE: If a string field has been defined but not linked to a Lookup Set, then this field operates as a free text field. Searching or clicking the KwikSelect button within this field will display a list of all words in the field.