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Search

You can search for categories, standard responses, field codes, and screening rules, either by name or by specifying various parameters and properties. Some searches also allow the use of regular expressions.

Tip
Need help with regular expressions? Many possible parameters are documented on the Regular Expressions page in this guide.

Categories

You can search for categories in the Standard Responses or Screening Rules tabs.

Click the search bar and enter a search term to search the list of categories.

ES ESM853 SearchCategory.png

Standard responses

In the Standard Responses tab, select a category and click ES ESM853 SearchIcon.png to search for one or more standard responses.

Tip
Are you unable to click ES ESM853 SearchIcon.png to search? Remember that you must first select a category in which to search.

A dialog box appears so you can enter parameters for the search. You can define various parameters for the search by selecting a tab above the search field. In the graphic below, no tabs have a search parameter, as shown by the 0 beside each tab name.

ES ESM853 SearchSR1.png

After you define a search parameter in a tab, the value changes to show the number of active search parameters in the tab. For example, in the graphic below, the Text tab has a value of 1, meaning it has one search parameter, but all other tabs have a value of 0, meaning these tabs do not have search parameters.

ES ESM853 SearchSR2.png

After you define one or more search parameters, click Find to begin the search. The Results section appears at the bottom of your screen.

ES ESM853 SearchSR3.png

Field codes

In the Field Codes tab, click ES ESM853 SearchIconFC.png to start a search. Enter a search term in the provided field. You can also specify whether you want to look for the search term in field code names, descriptions, or text. You can also use regular expressions.

ES ESM853 SearchFC.png

You can also search when inserting a field code into a standard response.

ES ESM853 SearchFC2.png

Custom variables

You can search for custom variables when you are viewing the Custom Variables list.

ES ESM853 SearchCV.png

Screening rules

In the Screening Rules tab, select a category and click ES ESM853 SearchIcon.png to search for one or more screening rules.

Tip
Are you unable to click ES ESM853 SearchIcon.png to search? If you are in the Tree view, you must first select a category in which to search.

A dialog box appears so you can enter a search term. You can select or de-select check boxes to specify whether you want to search in the name or pattern of screening rules. You can also use regular expressions.

After you define one or more search parameters, click Find to begin the search. The Results section appears at the bottom of your screen.

ES ESM853 SearchScR1.png

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This page was last modified on October 12, 2018, at 14:48.