Search and Search Results for Qualifiers

You can use the Search section of the page to narrow down the search results. Then, you can use the Results section of the page to create, edit, or delete qualifiers.

To get started, select a type of Qualifier from the drop-down list at the top of the page. Once you select the type of Qualifier to search for, you see the search bar and below it all records are listed.

Searching

To filter the search results, enter filters or words, partial word, numbers, etc. to search by and click Enter or anywhere outside the search bar to filter the search results. Each time you click Enter, the filter word or words that you type appear in the search bar and the results below are limited based on the filters entered. You can enter multiple filters and you see all search terms listed in the search bar. Click the x next to a search term to remove it.

Let's look at some example filters:

  • A contains search is applied when you enter a single filter value.

    For example, if you enter the filter ship the search returns only rows that contain the text ship.
  • If you enter multiple search criteria, each criteria limits the search further. When you add another filter, the filter is expanded by searching for both the initial filer AND the new one.

    For example, if you add two filters ship and 111, the results display all records that contain both ship (or its combinations) and 111 (or its combinations) across all searchable fields.
  • If you enter multiple words as a filter by separating the word by a space within the same filter, an OR search is performed. Multiple spaces treated as single space. Any leading and trailing spaces are ignored.  

    Searching by purchase order returns all rows that contain either purchase (or its combinations) or order (or its combinations) across all searchable attributes.
  • If filter is enclosed within double quotes, "filter filters", the search is conducted for a entire value within the quotes (search is still case insensitive). For example, if you enter a filter of "purchase order" the search returns all rows with purchase order (or its combination) as a substring in one or the searchable attributes.
  • If there are columns that have true/false as the possible values, you can enter true in the search field and only records with a value of true are returned.

Note: Search pages are configured to display up to 1,000 records as the result of any search. This limit can be changed by your System Administrator.

Viewing Search Results

The results section of the page populates automatically based on what is in the search bar. You can use Results pages to perform the following tasks:

  • Review the list of resulting records
  • Edit a record
  • Delete a record
  • Add a new record

The number counter lists the number of records that resulted from your search. The default record limit for display is 1,000.

Working with Qualifiers

Adding a New Qualifier

To add a new qualifier,

  1. Click Add icon . You are taken to the results section where you can add the new record inline.
  2. Add the required information for the qualifier.
  3. Click Save and close icon(Save and Close) to save your changes.

    OR

    Click the Cancel icon to cancel your changes.

Editing a Qualifier

There are two ways to edit an existing qualifier, 

  1. Click the Edit icon (Edit) icon. Then, you can edit the details of the qualifier inline.

    OR

    Double-click in the row that you want to edit. Then, you can edit the details of the qualifier inline.
  2. Make applicable edits and click Save and close icon(Save and Close) to save your changes.

    If you do not click Save and close icon(Save and Close), your changes will not be saved.
  3. Click the Cancel icon to cancel your changes.

Deleting a Qualifier

To delete a qualifier,

  1. Click the Edit icon (Edit) icon.

    OR

    Double-click in the row that you want to edit.
  2. Click Delete (a trash can icon) to delete the record.

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