Document number: 11297

 

To retrieve a record in Customer1, you must employ the use of the search box.

Retrieving a Record Using Search Criteria

Searching Using Wildcards

Searching without Search Criteria

 

---

Retrieving a Record Using Search Criteria

A search box appears when you select a component. Typically, there are multiple fields to help you search the system. The more fields you populate, the more specific your search results. The advanced search screen enables you to conduct a search based on any of the parameters specified on the screen.

The steps to use search criteria are:

1. Navigate to the desired menu item.
   
   
2. Click Use.
   
   
3. Populate the search criteria fields as desired.
   
   
4. Click the Lookup button
   
   
5. Examine the Search results. If there is a checkbox next to each Search Results, you need to click on the checkbox of your desired record and then click on the Search button. If there is no Checkbox, simply click on your choice to select it.

 

Click here to go back to the beginning of the document

---

Searching Using Wildcards

You can use the % wildcard on a field if you are not sure of an exact spelling or the value of a record you are looking for.

For example, if you are looking for the contact record for John Mooney, but you are not sure of the exact spelling, you could enter Mo% in the Last Name field to bring up all contacts with a last name beginning with the letters "mo".

 

Click here to go back to the beginning of the document

---

Searching without Search Criteria

There may be times when you are not sure what search criteria to use. If you do not enter search parameters in the search box, simply click the Search button to be presented with a comprehensive listing of all records in the table you are searching on.

Note: Depending on the size of the table, the response time may be quite long. It is recommended to enter search criteria on at least one field, if possible, to reduce the size and time of the search.

You can scroll through the search box to find the value you are interested in viewing. Select the record you want to view and you will be taken directly to that data.

 

Click here to go back to the beginning of the document

 

 

 

Created by the PeopleSoft Knowledge Management Team.
Copyright © 2001 All rights reserved.
Created: dkc 08/09/2001
Revised: dkc 09/18/2001