Create an Advanced Search

Advanced searches can be created by users with the required access level using the TraCS Forms Manager.

Log in to the TraCS Forms Manager.

Add a New Advanced Search

Select the Advanced tab in the Search box.
Click the New button.

Select the Criteria for your Search

Criteria determine which forms will be included in the advanced search.
Each criterion is a condition that applies to a single form field. For example, you might enter a criterion that the value of a date field on a form must be within the last month.

Select the form name.
Select the group name.
Select the field name.
Select an Action for the field. Only valid conditions for the field type will be displayed. For example, you cannot use "greater than" with a text field.
Click the New button to enter or select the value for the condition.

In the example above, all ELCI forms that were issues would be returned.

Click the Add button to add the condition to your query.

NOTE: Additional criteria can be added to narrow the results. Be sure to select the correct radio button (AND/OR) when adding additional conditions to control how they will compound.

Click the Search button to run the search immediately or click the Finish button to save the search.

Run the Search

Advanced searches can be executed in three ways:

Click the Search button in the Advanced Search window after creating the search.
Select a saved search from the Search box and click the Search button.
Double-click a saved search from the Search box.

View the Results

After running the search the results are displayed in the Forms Grid as shown below.

TraCS Guides

Create an Advanced Search