Searching Records

Searching and filtering records are powerful functions in XenDirect, giving the user a great deal of flexibility in retrieving specific records and groups of records. The user controls what search fields to use and how to search them. Release 3 also has the ability to save and recall searches you create.

• There are two search methods: Standard and Advanced.
• Standard Search is a keyword search.
• Advanced Search allows the user to pick the field(s), the operator(s), and value(s) in one or more filters. Plus, the use of the % wildcard is supported.
  
• Users can set a unique default search for their login session.
• Searches can be saved and recalled for repeat use. Saved searches are unique to each user.

eLearning: Searching Records

* If you want to open the eLearning lesson in a new tab, use Right-Click and select the "Open link in new tab" option.

Search Tips:

• Creating a default Client Last Name and First Name Search
  • This example lists the steps to create a default last name and first name for Clients. The concept and process could be used anywhere saved searches are available.
    
  • This example is based on the desire for some users always wanting to search on both the client's last name and first name. Note that saved searches are unique to each user.
    • Go to the Client data area.
    • Clear any active searches using the [Clear All] action.
    • Click the [Advanced Filter] button to the right of the keyword standard search. The icon looks like an inverted pyramid with three lines.
    • In the Filter By Field, locate and select the Last Name field.
    • Set the Operation = "Matches".
    • Enter a default value. A single letter works best as you will be deleting it each you use this saved search. We use a "Z" to help reduce the number of records that display when the list is first opened.
    • Click the [Add Filter] button.
    • Repeat these same steps for the First Name.
    • Click the [More] button (three vertical dots) to the right of the standard keyword search field.
    • Click [Save As]
    • Enter a unique name for this saved search.
    • Enable the default switch to make this saved search the default every time you open the Client area.
    • Every time you return back to the Client data area, this search will now be your default in addition to the standard keyword search field.
    • To change the search values, just click on the green search settings below the keyword search field and change the value. Only click the X button if you want to remove the search filter.
    • Click the [Add Filter] button.
    • Continue this process for each search desired.

Sorting Records

Once a search has been performed, change the sort order of the records in the Results List by clicking on the column header.  An arrow indicates which column is currently used as the sort order.  Only one column can be used at a time. Clicking a column header once will sort the Results List in ascending order from A-Z.  Clicking the same column header a second time will sort the Results List in descending order from Z-A.

Page last revised 6/14/2022