How To Use the Search Tabs - Revision history

Admin: /* Setting a Favorite Search to Run at Login */

2025-09-02T15:36:43Z

Setting a Favorite Search to Run at Login

← Older revision		Revision as of 11:36, 2 September 2025
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	Go to the Tools tab at the top of the Forms manager and then User Preferences.   Click on Perform Auto Search After Login and a checkmark will appear.		Go to the Tools tab at the top of the Forms manager and then User Preferences.   Click on Perform Auto Search After Login and a checkmark will appear.

	You may only choose one Favorite at a time to run at login.		You may only choose one Favorite at a time to run at login.

			[[File:AutoSearchLogin.png]]

	====Search Examples====		====Search Examples====

Admin: /* Advanced Searches & Ad Hoc Queries */

2025-02-21T20:51:30Z

Advanced Searches & Ad Hoc Queries

← Older revision		Revision as of 16:51, 21 February 2025
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	<u>Advanced Search</u>		<u>Advanced Search</u>

	Advanced Search results show in the Forms Manager. <br> Because the results show in the Forms Manager, an advanced search may be created more quickly than an ad hoc query. <br> You do not need to add fields to your query that already exist in the forms manager, such as Case Number or User ID. <br> You may open forms and look at them right away. <br> You may copy and paste your results into Excel, CSV, Word, or Notepad (Ctrl-A, Ctrl-C, Ctrl-V).   Excel is best. <br> You may create ~~a scheduled~~ [https://www.tracsflorida.org/wiki/index.php?title=How_To_Create_an_Advanced_Search_Email_Notification email notification] based on your criteria.		Advanced Search results show in the Forms Manager. <br> Because the results show in the Forms Manager, an advanced search may be created more quickly than an ad hoc query. <br> You do not need to add fields to your query that already exist in the forms manager, such as Case Number or User ID. <br> You may open forms and look at them right away. <br> You may copy and paste your results into Excel, CSV, Word, or Notepad (Ctrl-A, Ctrl-C, Ctrl-V).   Excel is best. <br> You may create an [https://www.tracsflorida.org/wiki/index.php?title=How_To_Create_an_Advanced_Search_Email_Notification email notification] based on your criteria.

	You cannot print or email your results. <br> You cannot customize the way the results look in the Forms Manager.<br>You cannot export your results.   You may only copy and paste to another application, such as Excel. <br> Query [https://www.tracsflorida.org/wiki/index.php?title=How_To_Share_Queries sharing] may only be done via the Configuration Manager.		You cannot print or email your results. <br> You cannot customize the way the results look in the Forms Manager.<br>You cannot export your results.   You may only copy and paste to another application, such as Excel. <br> Query [https://www.tracsflorida.org/wiki/index.php?title=How_To_Share_Queries sharing] may only be done via the Configuration Manager.

Admin: /* Advanced Searches & Ad Hoc Queries */

2025-02-20T19:04:46Z

Advanced Searches & Ad Hoc Queries

← Older revision		Revision as of 15:04, 20 February 2025
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	You cannot open forms directly from the search results. <br> You cannot set up a scheduled email notification.		You cannot open forms directly from the search results. <br> You cannot set up a scheduled email notification.

			There are approximately 28 prebuilt ad hoc queries available for use.   A list of the queries and information on how to import them to your machine are on [https://www.tracsflorida.org/wiki/index.php?title=Ad_Hoc_Queries this page].

	===Analysis Reports===		===Analysis Reports===

Admin: /* Advanced Searches & Ad Hoc Queries */

2025-02-20T18:59:56Z

Advanced Searches & Ad Hoc Queries

← Older revision		Revision as of 14:59, 20 February 2025
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	The process of creating the queries is the same.   Both types of queries may be [https://www.tracsflorida.org/wiki/index.php?title=How_To_Share_Queries shared with other users].		The process of creating the queries is the same.   Both types of queries may be [https://www.tracsflorida.org/wiki/index.php?title=How_To_Share_Queries shared with other users].

	Which should you use?   That depends on how you or your end client ~~want~~ to view ~~your~~ results and what you want to do with them.		Which should you use?   That depends on how you or your end client wish to view the results and what you want to do with them.

	If you would like your results to show in the Forms Manager where you can open and view the forms, use an Advanced Search.		If you would like your results to show in the Forms Manager where you can open and view the forms, use an Advanced Search.

Admin: /* Advanced Searches & Ad Hoc Queries */

2025-02-20T18:58:16Z

Advanced Searches & Ad Hoc Queries

← Older revision		Revision as of 14:58, 20 February 2025
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	Advanced Search results show in the Forms Manager. <br> Because the results show in the Forms Manager, an advanced search may be created more quickly than an ad hoc query. <br> You do not need to add fields to your query that already exist in the forms manager, such as Case Number or User ID. <br> You may open forms and look at them right away. <br> You may copy and paste your results into Excel, CSV, Word, or Notepad (Ctrl-A, Ctrl-C, Ctrl-V).   Excel is best. <br> You may create a scheduled [https://www.tracsflorida.org/wiki/index.php?title=How_To_Create_an_Advanced_Search_Email_Notification email notification] based on your criteria.		Advanced Search results show in the Forms Manager. <br> Because the results show in the Forms Manager, an advanced search may be created more quickly than an ad hoc query. <br> You do not need to add fields to your query that already exist in the forms manager, such as Case Number or User ID. <br> You may open forms and look at them right away. <br> You may copy and paste your results into Excel, CSV, Word, or Notepad (Ctrl-A, Ctrl-C, Ctrl-V).   Excel is best. <br> You may create a scheduled [https://www.tracsflorida.org/wiki/index.php?title=How_To_Create_an_Advanced_Search_Email_Notification email notification] based on your criteria.

	You cannot print or email your results. <br> You cannot customize the way the results look in the Forms Manager.<br>You cannot export your results.   You may only copy and paste. <br> Query [https://www.tracsflorida.org/wiki/index.php?title=How_To_Share_Queries sharing] may only be done via the Configuration Manager.		You cannot print or email your results. <br> You cannot customize the way the results look in the Forms Manager.<br>You cannot export your results.   You may only copy and paste to another application, such as Excel. <br> Query [https://www.tracsflorida.org/wiki/index.php?title=How_To_Share_Queries sharing] may only be done via the Configuration Manager.

	<u>Ad Hoc Query</u>		<u>Ad Hoc Query</u>

Admin: /* Advanced Searches & Ad Hoc Queries */

2025-02-20T18:53:20Z

Advanced Searches & Ad Hoc Queries

← Older revision		Revision as of 14:53, 20 February 2025
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	Which should you use?   That depends on how you or your end client want to view your results and what you want to do with them.		Which should you use?   That depends on how you or your end client want to view your results and what you want to do with them.

	If you ~~want~~ results to show in the Forms Manager where you can open and view the forms, use an Advanced Search. ~~ ~~ If you ~~want~~ results in a list format that can be emailed or printed, go with an Ad Hoc Query.		If you would like your results to show in the Forms Manager where you can open and view the forms, use an Advanced Search.

			If you would like your results in a list format that can be emailed or printed, go with an Ad Hoc Query.

	<u>Advanced Search</u>		<u>Advanced Search</u>

Admin: /* Creating a Favorite Search */

2024-12-05T15:31:38Z

Creating a Favorite Search

← Older revision		Revision as of 11:31, 5 December 2024
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	====Creating a Favorite Search====		====Creating a Favorite Search====

	Add your search criteria to the Form, Case, and/or Custom tabs. <br> Press Search.   This will verify that your search is ~~workingand~~ returning the desired results. <br> On the Form tab, under Favorites, Press Save. <br> You will be taken to the Favorites tab. <br> Give your search a logical name, like "My Open & Rejected Forms."		Add your search criteria to the Form, Case, and/or Custom tabs. <br> Press Search.   This will verify that your search is working and returning the desired results. <br> On the Form tab, under Favorites, Press Save. <br> You will be taken to the Favorites tab. <br> Give your search a logical name, like "My Open & Rejected Forms."

	====Running, Renaming, & Deleting Searches====		====Running, Renaming, & Deleting Searches====

Admin: /* Advanced Searches & Ad Hoc Queries */

2024-10-09T18:00:50Z

Advanced Searches & Ad Hoc Queries

← Older revision		Revision as of 14:00, 9 October 2024
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	Advanced Search results show in the Forms Manager. <br> Because the results show in the Forms Manager, an advanced search may be created more quickly than an ad hoc query. <br> You do not need to add fields to your query that already exist in the forms manager, such as Case Number or User ID. <br> You may open forms and look at them right away. <br> You may copy and paste your results into Excel, CSV, Word, or Notepad (Ctrl-A, Ctrl-C, Ctrl-V).   Excel is best. <br> You may create a scheduled [https://www.tracsflorida.org/wiki/index.php?title=How_To_Create_an_Advanced_Search_Email_Notification email notification] based on your criteria.		Advanced Search results show in the Forms Manager. <br> Because the results show in the Forms Manager, an advanced search may be created more quickly than an ad hoc query. <br> You do not need to add fields to your query that already exist in the forms manager, such as Case Number or User ID. <br> You may open forms and look at them right away. <br> You may copy and paste your results into Excel, CSV, Word, or Notepad (Ctrl-A, Ctrl-C, Ctrl-V).   Excel is best. <br> You may create a scheduled [https://www.tracsflorida.org/wiki/index.php?title=How_To_Create_an_Advanced_Search_Email_Notification email notification] based on your criteria.

	You cannot print or email your results. <br> You cannot customize the way the results look in the Forms Manager.<br>You cannot export your results.   You may only copy and paste.		You cannot print or email your results. <br> You cannot customize the way the results look in the Forms Manager.<br>You cannot export your results.   You may only copy and paste. <br> Query [https://www.tracsflorida.org/wiki/index.php?title=How_To_Share_Queries sharing] may only be done via the Configuration Manager.

	<u>Ad Hoc Query</u>		<u>Ad Hoc Query</u>

	Ad Hoc query results show as a list in a report format. <br> You may group the results. <br> Because the results show in a report format, creating the query takes longer than an Advanced Search. <br> Each field that you want to see in your results must be added to the criteria. <br> The report may be exported to Excel or CSV file <br> The report may be printed or emailed. <br> You may customize the report by resizing, renaming, and reordering the columns, and adding a header, footer, and other information.		Ad Hoc query results show as a list in a report format. <br> You may group the results. <br> Because the results show in a report format, creating the query takes longer than an Advanced Search. <br> Each field that you want to see in your results must be added to the criteria. <br> The report may be exported to Excel or CSV file <br> The report may be printed or emailed. <br> You may customize the report by resizing, renaming, and reordering the columns, and adding a header, footer, and other information. <br> Query [https://www.tracsflorida.org/wiki/index.php?title=How_To_Share_Queries sharing] may be done via the Configuration Manager or by exporting and sending the file to others.

	You cannot open forms directly from the search results. <br> You cannot set up a scheduled email notification.		You cannot open forms directly from the search results. <br> You cannot set up a scheduled email notification.

Admin: /* Advanced Searches & Ad Hoc Queries */

2024-10-09T17:56:41Z

Advanced Searches & Ad Hoc Queries

← Older revision		Revision as of 13:56, 9 October 2024
Line 200:		Line 200:
	Advanced Search results show in the Forms Manager. <br> Because the results show in the Forms Manager, an advanced search may be created more quickly than an ad hoc query. <br> You do not need to add fields to your query that already exist in the forms manager, such as Case Number or User ID. <br> You may open forms and look at them right away. <br> You may copy and paste your results into Excel, CSV, Word, or Notepad (Ctrl-A, Ctrl-C, Ctrl-V).   Excel is best. <br> You may create a scheduled [https://www.tracsflorida.org/wiki/index.php?title=How_To_Create_an_Advanced_Search_Email_Notification email notification] based on your criteria.		Advanced Search results show in the Forms Manager. <br> Because the results show in the Forms Manager, an advanced search may be created more quickly than an ad hoc query. <br> You do not need to add fields to your query that already exist in the forms manager, such as Case Number or User ID. <br> You may open forms and look at them right away. <br> You may copy and paste your results into Excel, CSV, Word, or Notepad (Ctrl-A, Ctrl-C, Ctrl-V).   Excel is best. <br> You may create a scheduled [https://www.tracsflorida.org/wiki/index.php?title=How_To_Create_an_Advanced_Search_Email_Notification email notification] based on your criteria.

	You cannot print or email your results. <br> You cannot customize the way the results look in the Forms Manager.<br>You cannot export your results.   You may only copy and paste ~~to Excel, CSV, Word, or Notepad~~.		You cannot print or email your results. <br> You cannot customize the way the results look in the Forms Manager.<br>You cannot export your results.   You may only copy and paste.

	<u>Ad Hoc Query</u>		<u>Ad Hoc Query</u>

Admin: /* Advanced Searches & Ad Hoc Queries */

2024-10-09T17:00:42Z

Advanced Searches & Ad Hoc Queries

← Older revision		Revision as of 13:00, 9 October 2024
Line 198:		Line 198:
	<u>Advanced Search</u>		<u>Advanced Search</u>

	Advanced Search results show in the Forms Manager. <br> Because the results show in the Forms Manager, an advanced search may be created more quickly than an ad hoc query. <br> You do not need to add fields to your query that already exist in the forms manager, such as Case Number or User ID. <br> You may open forms and look at them right away. <br> You may copy and paste your results into Excel, CSV, Word, or Notepad (Ctrl-A, Ctrl-C, Ctrl-V). ~~<br>~~ Excel is best. <br> You may create a scheduled [https://www.tracsflorida.org/wiki/index.php?title=How_To_Create_an_Advanced_Search_Email_Notification email notification] based on your criteria.		Advanced Search results show in the Forms Manager. <br> Because the results show in the Forms Manager, an advanced search may be created more quickly than an ad hoc query. <br> You do not need to add fields to your query that already exist in the forms manager, such as Case Number or User ID. <br> You may open forms and look at them right away. <br> You may copy and paste your results into Excel, CSV, Word, or Notepad (Ctrl-A, Ctrl-C, Ctrl-V).   Excel is best. <br> You may create a scheduled [https://www.tracsflorida.org/wiki/index.php?title=How_To_Create_an_Advanced_Search_Email_Notification email notification] based on your criteria.

	You cannot print or email your results. <br> You cannot customize the way the results look in the Forms Manager.<br>You cannot export your results.   You may only copy and paste to Excel, CSV, Word, or Notepad.		You cannot print or email your results. <br> You cannot customize the way the results look in the Forms Manager.<br>You cannot export your results.   You may only copy and paste to Excel, CSV, Word, or Notepad.