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

Actual Expenses

Date column

Billing

Number column

Clients - Items List

Name column

Currencies

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

Rates

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.