How To Create an Advanced Search

Overview

There are several ways to search for information within TraCS.

There are over 50 pre-built analysis reports that are available to all users.

You may perform basic searches by using the Form, Case, and Custom tabs.   With these searches, you are restricted to the fields that are available on those tabs.

You may perform more complex searches by creating an Advanced Search or Ad Hoc Query.   These searches can query virtually any field on a form.

The process of creating the queries is the same.   Both types of queries may be shared with other users.   The type of query you create depends on how you or your client wishes to view the results and what you want to do with them.   The differences between the two are outlined here.

Advanced Searches

Advanced Search results show in the Forms Manager.
Because the results show in the Forms Manager, an advanced search may be created more quickly than an ad hoc query.
You do not need to add fields to your query that already exist in the forms manager, such as Case Number or User ID.
You may open forms and look at them right away.
You may copy and paste your results into Excel, CSV, Word, or Notepad (Ctrl-A, Ctrl-C, Ctrl-V).   Excel is best.
You may create an email notification based on your criteria.

You cannot print or email your results.
You cannot customize the way the results look in the Forms Manager.
You cannot export your results.   You may only copy and paste to another application, such as Excel.
Query sharing may only be done via the Configuration Manager.

How to Create an Advanced Search Query

Go to the Advanced tab and select Advanced Searches.
Press New
On the Advanced Form Search screen that appears, give your query a name.
Add criteria one at a time by making a selection from the Form, Group, Field, Action, and Value lists, and then pressing Add.
When you are finished adding criteria, press Finish to save your query.