Search for Keywords

The Search for keywords option lets you more easily and quickly to find records comprising values you need. The Search field is displayed in each table.

Please note, that the Search for Keywords field works only for columns with active Allow find option. Moreover, this option is available only in the physical text columns like Text, Text-Multi-line, Phone, Email, Autonumber, Barcode and URL. The other columns like Number, Lookup, Summary, Formula do not include the Allow find option, therefore you cannot use the Search for Keywords field for these columns.


Keywords

All entered keywords are interpreted as a text, so only records comprising text values or file attachment names can be searched. So if you enter the name like Donald, records including text values like “Donald Clark”, “Donald Smith”, “donald@email.com” or the file attachment named “Donald Clark Contract 1” will be found.

Please note that the system does not display lookup columns values as search results.

In case you search the numeric data like price “$12” or percentage “12”, the numeric column data will be ignored and will not be displayed as search results.

Please note that you can’t search records using only one character like “A” or “1” as a keyword. You can use minimum two or more characters.

Text query language supports the following constructs:

Query Example

Description

feature

Searches for inflectional forms of the word feature.

feature failure
feature AND failure

Searches for inflectional forms of the words feature and failure. Keyword AND is optional.

feature OR failure

Searches for inflectional forms of the words feature or failure. You can use either pipe symbol or OR keyword.

"feature failure"

Searches for an exact phrase.

feature -failure

Searches for issues containing word feature but NOT the word failure

+feature

Exact word: searches for word feature without generating inflectional forms.

feat*

Prefix search: searches for words that starts with feat

<feature failure>

Searches for the word failure in close proximity to the word feature.

Notes:


Search results displaying

When keywords are entered, TeamDesk searches equivalents in a database. If corresponding values are found in searchable columns, TeamDesk displays records with highlighted values.

Firstly, the values found in the current table records are displayed:

In case you need to continue searching, you should click on the Continue searching? button and records found in the next table will be listed. If you need more results, you can click on the Continue searching? button again.

Eventually, all records keeping found values will be displayed as the list of tables and records.

Please note, that only columns with the active Allow find option are searchable. To define what columns will be displayed as search results, set the Search Options of a table.

All found equivalents are marked by yellow color. If a file attachment name comprises a keyword you search, such file attachment is displayed in a separate File Attachments table at the end of the Search Results list.

If some values should be ignored when you enable the Search option, you can exclude columns comprising such values from the scope of the search. To exclude a column, just uncheck the Allow find option on the column form:

Click the Setup link in the top right corner of the window.

Select a table you need

From the setup menu select Columns > Customize existing columns

Click the Edit button near a column you don’t want to be displayed as search results

Uncheck the Allow find option on the column form.


Access restrictions

TeamDesk enables you to differentiate access rights to various objects in the system, such as Tables, Columns, etc. So if the access for a user to a table or a column is restricted, records of such table or values of such column can’t be displayed to this user as search results.

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