Saving a find request

You can see your last several finds in a Recent Finds list. When you have a complex find request that you want to use on a regular basis, you can name it and save it for later use.

To save a find request:

  1. Create a find request or choose a recent find.

    See Making a find request.

  2. After you have selected the find request you want to save, choose Records menu > Save Current Find, or do one of the following:
    • Windows: Click the down arrow next to Find and choose Save Current Find.
    • macOS: Click and hold Find and choose Save Current Find.
  3. Enter a name for the saved find.
  4. Do one of the following:
    • If you do not want to change any of the search criteria, click Save. The saved find request is now available from the Saved Finds button in the status toolbar.
    • If you want to change the search criteria, continue with the next section.

To change search criteria in a find request:

  1. Follow steps 1 - 3 in the section above.
  2. In the Specify Options for the Saved Find dialog box, click Advanced.
  3. To change search criteria and save a new find request, click New. To change search criteria, select a find request and click Edit.
  4. In the Edit Find Request dialog box, choose either Find Records or Omit Records.

    Finding records adds them to your found set. Omitting records excludes them. An individual request can find or omit records; use multiple requests if you need to find and omit records.

  5. Specify search criteria.

    6. To specify a

    Do this

    Field

    Under Find records when or Omit records when, click a field name.

    To select a field from a related table, click the name of the current table at the top of the list and select the related table you want. Select a related field from this new list.

    Find operator

    For Criteria, type your search criteria for the selected field or click Insert Operator to further refine your search criteria. See Finding records.

    You can also include variables in the search criteria.

    Particular cell of a repeating field

    For Repetition, type the repetition number. See Defining repeating fields.
  6. Click Add.
  7. Repeat the steps above for other search criteria you want to use.
    • To change existing criteria, select the line containing the field and criteria from the top of the dialog box, and make your changes to the field or criteria. Click Change to store your changes.
    • To delete existing criteria, select the line containing the field and criteria from the top of the dialog box and click Remove.
  8. Click OK to return to the Specify Options for the Saved Find dialog box.
  9. Click Save.

    The saved find request is now available: click the down arrow next to Find, or choose Records menu > Saved Finds.

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