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© 2022 Adatasol Inc. |
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Every file has a Find feature built into it. This allows you to search for records with a common element and can be broadly or narrowly defined as needed, e.g., find all wood moulding, or find all wood moulding that is two inches wide with the word oak in the Description field.
Click Find.
The Enter Search Criteria screen appears.
Choose a field to search and type in your search.
Click the Perform Find button.
If only one item met the search criteria then it will appear in Form View. If more than one item meets the criteria then the List View will appear.
While in the find mode, you can narrow down your search criteria by selecting additional items, e.g., find all customers who are both photographers and want your newsletter. However, sometimes you want to find all customers who are photographers and all customers who prefer newsletters.
Go to Contacts file > Find.
Click the checkbox of the first keyword, photographer and then click the checkbox of the second keyword, newsletter.
Click the Perform Find button.
If only one item met the search criteria then it will appear in Form View. If more than one item meets the criteria then the List View will appear.
Go to Contacts file > Find.
Click the checkbox of the first keyword, e.g. photographer.
Choose from the upper menu bar Requests > Add New Request.
Click the checkbox of the second keyword, e.g. newsletter.
Click the Perform Find button.
A list view of all contacts who meet one or the other or both criteria appears on the screen.
There are several ways of performing a find using a date field. You can find all records for a single day, or all records in a given period, or all records up to a certain date, or all records after a certain date.
To find all records on a single day, do the following:
Click on the Find button.
Click in the date field (e.g. invoice date, work order date, work order due date, etc.) and type the date, MM/DD/YYYY .
Note: Try to avoid using only two digits for the year when doing a find.
Click the Perform Find button.
To find all records in a given period, do the following:
Click on the Find button.
Click in the date field (e.g. work order date, work order due date, etc.) and type a date range.
MM/DD/YYYY…MM/DD/YYYY
Note: a date range is created by placing three periods between the first and last date in the range, e.g. 1/1/2020…3/1/2020 would find all records for the first quarter of 2020.
Click the Perform Find button.
To find all records up to a certain date, do the following:
Click Find.
Click in the date field (e.g. work order date, work order due date, etc.) and type three periods and then the date …MM/DD/YYYY
Click the Perform Find button.
To find all records after a certain date, do the following:
Click Find.
Click in the date field (e.g. work order date, work order due date, etc.) and type the date and then three periods MM/DD/YYYY…
Click the Perform Find button.
Want to know how many orders you took on Monday for a given time period? Or, how many people make payments on Monday? It’s easy! In FrameReady you can do more than just search by day or date range, you can search by the day of the week.
Click the Find Work Order button on the Main Menu.
The Enter Search Criteria screen appears.
In the Date field, enter your date range, e.g. 1/1/20... for all orders entered after Jan. 1, 2020.
But here is the trick! Enter the three letters of the day of the week in front of that date range Eg. Mon 1/1/12...
Then click on the Perform Find button.
One of three things will happen:
A list of all of the orders taken on that day will appear on the screen in List View,
One work order will appear in Form View,
Or there may be no records found which means no orders were taken on that day of the week during the specified time period.
You can use this same format on the Invoice screen to see how many payments are made on that day of the week.
In the Invoice file, click on Find.
Enter the date range in the Date field
Enter the day of the week in the Payment Lines Date field in the lower left corner of the screen.
Click the Perform Find button.
The screen will change to show all of the invoices created in your date range (Eg. after Jan. 1st, 2012) and had a payment made on the day of the week you specified. (Eg. Monday)
When performing a find with number values, you can use the greater than sign (>) or the less than sign (<) (E.g. To find all values less than $500, enter: <500 or to find all values greater than $500, enter:>500).
FileMaker Pro contains a symbol tool palette which can be used when performing a search or Find.
Click on View > Status Toolbar.
A flip book appears in a grey bar on the top of the screen.
Use the screen sizing tool in the right hand bottom corner to reveal Insert – Operators.
The directory of symbols appears.
Make sure your cursor is in the field to which you wish add the symbol. Click on Operators.
Here is a chart to explain the symbols and show how they can be used in FrameReady.
If you want to do a search for one particular item, for example, one piece of matboard (e.g. B48), but you always get all the other matboard that starts with the same number (E.g. B4830, B4831, etc.) do the following:
Go to the Price Codes file > Find.
Type in a = (equal sign) and then the item you want to find, e.g. B48.
Click Perform Find.
The Form View for B48 appears rather than a list view of all matboard that start with B48.
Another example: To find a fractional amount, enter an equal sign and place quotes around the number. E.g. To find all values equal to 1 5/8, enter: = “1 5/8″.
You can omit records while performing a find. In other words, you can find information in your database that does not equal your specified criteria. For example, you can find all invoices except those created in the past 30 days.
To find records that don’t match criteria:
In Find mode, type criteria for the records to omit.
For example, to find all sales records except those for the city of London, type London in the City field.
Click Omit in the layout bar.
Click Perform Find.
To find some records while omitting others:
In Find mode, type the criteria for the records to find.
For example, to find vendors in the state of New York, except those in the city of Albany, start by typing New York in the State field.
Click New Request in the status toolbar.
Type criteria for the records to exclude, and click Omit.
To exclude Albany, you would type Albany in the City field and click Omit.
Click Perform Find.
You can have omit criteria in more than one request.
FileMaker Pro works through the requests in the order you create them. For example, in a Clients database with clients in the US and France:
If the first request finds all clients in Paris and the second request omits all clients in the US, the found set contains all clients in Paris, France but none in Paris, Texas or anywhere else in the US.
If the order of the requests is reversed (the first request omits all clients in the US and the second request finds all clients in Paris), the found set includes all clients in Paris, France and in Paris, Texas, but no records for clients elsewhere in the US.
When you perform a find, FrameReady searches through all the records, comparing the search criteria you specify with the data. Records with data matching the criteria become the Found Set which is the subset of records being browsed. Records that don’t match are omitted.
Note: You do not need to choose Show All Records before performing finds. FileMaker Pro always searches all records in the tables you specify unless you have narrowed the existing found set.
The light green area of the pie chart in the status toolbar indicates the portion of the total records displayed. You can click the pie chart to toggle between your found set and the omitted records in the database. When all the records are displayed, the pie chart is a solid color.
You can work with just the records in the found set. For example, you can view, edit, calculate summaries for, sort, print, delete, export, or replace data in these records.
To cancel a find operation before it is finished and leave the previous found set unchanged Press Esc (Windows) or Command-period (Mac).
To show all records in Browse mode, click Show All, or choose Records menu > Show All Records. In Find mode, choose Requests menu >Show All Records.
You can find ranges of information, such as all records that contain a field value that is greater or less than a number, or between two particular dates. A range is different based on the data type:
Numbers: least to greatest
Dates, times, and timestamps: earliest to latest
Text: first to last word, based on the index order of words (not the sort order). A word can be a single character; for example, a find on a field for m would="" return="" every="" record="" that="" contains="" a="" word="" less="" than="" m="" in="" the="" field’s="" index="" order.
To find ranges of information:
1. Start a find request.
2. Refer to the following table for examples of different ways to search for a range of information.
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To find values that are |
Use this operator |
Examples |
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Less than a specified value |
< |
<40 |
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Less than or equal to a specified value |
<= or ≤ |
<=95129 |
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Greater than a specified value |
> |
>95129 |
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Greater than or equal to a specified value |
>= or ≥ |
>=100 |
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Within the range you specify |
.. or … |
12:30…17:30 |
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Within the sub-range you specify |
{..} or {…} |
7/{1…15}/2010 |
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Based only on certain date or time components such as month, year, or minutes (see more examples below) |
* or type nothing for each component you don’t want to specify |
3/*/2010 |
3. When you’ve entered the find criteria that you want, click Perform Find in the status toolbar, or choose Requests > Perform Find.
When searching for ranges of information in date, time, and time stamp fields, you don’t have to specify all date or time components. For example, you can type 5/2012 instead of 5/1/2012…5/31/2012 to find all dates in May 2012.
You can combine operators to simplify range searches. For example, type */{10..15}/2010 to search for all dates in 2010, but only for days from the 10th through the 15th.
Refer to the following tables for examples of different ways to search for dates, times, and timestamps.
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To find dates |
Type this in the field |
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In June 2010 |
6/2010 |
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From July 2009 through October 2010 |
7/2009…10/2010 |
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That occur on a Friday |
=Friday |
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From the 10th through the 16th of October or November 2010 |
{10..11}/{10..16}/2010 |
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That occur on March 1st between 1868 and 1912 in the Japanese Emperor Year era of Meiji |
m*/3/1 |
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That occur on December 31st between 1930 and 1940 in the Japanese Emperor Year era of Showa |
S{5..15}+12+31 |
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To find times |
Type this in the field |
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In the 3 o’clock hour, not including 4:00 PM |
3 PM |
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Between 8:00 AM and 8:59:59 PM |
8 AM…8 PM |
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In the morning |
AM |
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Any of the times 4:30, 5:30, and 6:30 PM |
{4..6}:30 PM |
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To find timestamps |
Type this in the field |
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In the 3 o’clock hour today |
// 3 PM |
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In the 7 o’clock hour in May 2007 |
5/2007 7 PM |
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That occur on a Monday in 2010 |
=Mon 2010 |
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From the 10th through the 16th of November 2010 and from 3:00 PM to less than 6:00 PM |
11/{10..16}/2010 {3..5} PM |
It is important to not have duplicate moulding, product or client numbers in your system. If you have two items with the same number, FrameReady will find and enter the first matching number and it may not be the one you are looking for.
Do the following to find all duplicates:
Choose Price Codes file > Find.
Click in the field where you suspect that you may have some duplicate records.
Type an ! (exclamation mark).
Click Perform Find.
FrameReady searches through the database and find all records that appear more than once. Use the Sort button to group the records together.
Delete the duplicate records.
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© 2022 Adatasol Inc. |
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