You can search records in a view using the Search option displayed below the view header in Live mode as shown in the screen-shot below. The Search option is supported in List view and Grid view. Range search is supported for Date and Numeric fields.
Click on the Search link which is displayed below the view header in Live mode. This will display the comparison operators supported for each field type and the text-box to specify the criteria value.
Specify the search criteria by selecting the required operator and specify the value. For instance, if you want to search records for Sales form based on a particular profit value, select the operator "Greater Than" for the profit field.
Only those records in the database that satisfy the search criteria will be listed.
(*) denotes string field is supported (#) denotes number field is supported ($) denotes date field is supported
Criteria | Returns | Example |
Is (*, # and $) |
Records with values that have an exact match with the specified keyword | Returns "Creator" if the keyword is specified as "Creator" |
Is not (*, # and $) |
Records with values which do not match at all with the specified keyword | Returns all records except "Creator" if the keyword is specified as "Creator" |
Is empty (*, # and $) |
Records with empty or blank values | Returns all records where there is no value in the field |
Is not empty (*, # and $) |
Records with non-empty or non-blank values | Returns all records where there is any value present in the field |
Starts with (*) |
Records with values starting with the specified keyword | Returns all the values starting with "Cre", for example - "Creator" if "Cre" is specified as the keyword |
Ends with (*) |
Records with values ending with the specified keyword | Returns all the values ending with "Tor", for example - "Creator" if "Tor" is specified as the keyword |
Like (*) |
Records with comparatively precise values | Returns all the values starting with "Zoho" like "Zoho CRM", "Zoho Creator" etc if the specified keyword is Zoho*. Similarly, *Zoho will return all the values ending with "Zoho" |
Contains (*) |
Records with values containing the specified keyword | Returns all the values containing the keyword. For example, it will return a value like "Creator" if "Cr" or "Ea" or "To" etc are specified as the keyword |
Not Contains (*) |
Records with values that do not contain the specified keyword | Returns all the values which do not contain the keyword. For example, it will return values like "Mail", "Writer" etc for keywords like "Cr" or "Ea" or "To" etc. |
Less than (#) |
Records with values lesser than the specified keyword | Returns records with values "1", "2" and "3" if the specified keyword is "4" |
Greater than (#) |
Records with values greater than the specified keyword |
Returns records with values "5", "6", "7" and so on if the specified keyword is "4" |
Less than or equal to (#) |
Records with values less than or equal to the specified keyword |
Returns records with values "1", "2", "3" and "4" if the specified keyword is "4" |
Greater than or equal to (#) |
Records with values greater than or equal to the specified keyword |
Returns records with values "4", "5", "6", "7" and so on if the specified keyword is "4" |
Between (# and $) |
Records with values between the specified From and To keywords |
Returns records with values "2", "3" and "4" if the specified From and To keywords are "1" and "5" respectively Returns records with date values "2-APR-2014" and "3-APR-2014" if the specified From and To keywords are "1-APR-2014" and "4-APR-2014" respectively |
Before ($) |
Records with date values that fall before the specified date |
Returns records with date values "2-APR-2014", "1-APR-2014" and so on if the specified keyword is "3-APR-2014" |
After ($) |
Records with date values that fall after the specified date |
Returns records with date values "2-APR-2014", "3-APR-2014" and so on if the specified keyword is "1-APR-2014" |
Day ($) |
Records with date values according to the specified keyword in terms of days |
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Week ($) |
Records with date values according to the specified keyword in terms of weeks |
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Month ($) |
Records with date values according to the specified keyword in terms of months |
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Year ($) |
Records with date values according to the specified keyword in terms of years |
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Functionality based URLs to set criteria for a view | Global Search