Searching for Records

Coghead provides multiple methods of searching a Collection's record lists for specific records.

Text Search

You can search for the records in a Collection or specific field that contain a certain keywords by using text searching. Text search is not case sensitive and uses the Apache Lucene syntax. Text Search is best used to search entire records or specific fields in a record for specific criteria.

Using Text Search you can:

  • Search if specific keywords appear anywhere in a record.
  • Search for keywords in a specific field.
  • Set up expressions that will search entire records or specific fields in a record.

Advanced Search

Advanced searching allows users to search for records that meet specific criteria. (For example: You can search for all projects with a specific status or search for all tasks assigned to a specific person). Users can make use of Regular Expressions and the Expression builder to create complicated Advanced Search conditions.

Using Advanced Search you can:

  • Search for all fields with specific values in a field.
  • Search based on the linked relationship between Collections.
  • Create conditions between fields (ex: The current date is past the due date and status is not 'Closed').
  • Create search conditions using the standard properties of a record such as CreatedBy, CreationDate, ModifiedBy, and ModificationDate.

Using Views

Views are created by an Application's author and allow users to easily change the fields displayed in the record list. Views can also contain search criteria specified by the author. This search criteria acts just like an advanced search that has been saved and can be used by selecting the view from the View drop down menu.

Views allow users to:

  • View different Collection fields in the record list based upon the authors specifications.
  • Easily access commonly used search criteria, similar to an advanced search, which has been created and saved in the view by the Application's author without having to create a new search.