{"id":45677,"date":"2020-03-04T13:13:15","date_gmt":"2020-03-04T05:13:15","guid":{"rendered":"https:\/\/oihelp.corporate.ifs.com\/help\/?page_id=45677"},"modified":"2025-07-08T13:21:18","modified_gmt":"2025-07-08T05:21:18","slug":"searching-entries","status":"publish","type":"page","link":"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/searching-entries\/","title":{"rendered":"Searching Entries"},"content":{"rendered":"\n<p class=\"intro-text\">You can search the entire Explorer system for any entries made in Shift Log and Case Management. The Entries Search allows you to search the text fields in entries, and allows you to further filter your results.<\/p>\n<p class=\"note\">Note: To search for pages, trends, and tags, use the Search function on the Home tab of the ribbon.<\/p>\n<p class=\"intro-text\">To start searching:<\/p>\n<ul class=\"intro-text\">\n<li>Type what you are searching for into the search box in the header, and then press Enter.<br \/>\n<a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/03\/search-box-rung.png\" rel=\"lightbox-0\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45680\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/03\/search-box-rung.png\" alt=\"\" width=\"406\" height=\"33\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/03\/search-box-rung.png 406w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/03\/search-box-rung-150x12.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/03\/search-box-rung-48x4.png 48w\" sizes=\"auto, (max-width: 406px) 100vw, 406px\" \/><\/a><br \/>\nOR<\/li>\n<li>Click the Search <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/03\/search-icon.png\" rel=\"lightbox-1\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45682\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/03\/search-icon.png\" alt=\"\" width=\"12\" height=\"11\" \/><\/a> \u00a0icon (in the search box, or in the shortcut toolbar on the left) to open a blank search page.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/03\/search-empty1.png\" rel=\"lightbox-2\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45684\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/03\/search-empty1.png\" alt=\"\" width=\"1349\" height=\"703\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/03\/search-empty1.png 1349w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/03\/search-empty1-768x400.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/03\/search-empty1-150x78.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/03\/search-empty1-600x313.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/03\/search-empty1-1080x563.png 1080w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/03\/search-empty1-1280x667.png 1280w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/03\/search-empty1-48x25.png 48w\" sizes=\"auto, (max-width: 1349px) 100vw, 1349px\" \/><\/a><\/p>\n<hr \/>\n<h2 class=\"page-subheading\">Overview of the Search Page<\/h2>\n<p class=\"intro-text\">The Search page consists of 2 parts: search criteria on the left and results on the right.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/03\/search-overview.png\" rel=\"lightbox-3\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45685\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/03\/search-overview.png\" alt=\"\" width=\"1323\" height=\"540\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/03\/search-overview.png 1323w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/03\/search-overview-768x313.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/03\/search-overview-150x61.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/03\/search-overview-600x245.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/03\/search-overview-1080x441.png 1080w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/03\/search-overview-1280x522.png 1280w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/03\/search-overview-48x20.png 48w\" sizes=\"auto, (max-width: 1323px) 100vw, 1323px\" \/><\/a><\/p>\n<hr \/>\n<h2 class=\"page-subheading\">Search Criteria<\/h2>\n<p class=\"intro-text\">When searching for an entry, you can use the following criteria.<\/p>\n<p class=\"intro-text\">When you have finished entering (or modifying) criteria, click the <strong>Search<\/strong> button at the bottom of the page.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/03\/search-criteria.png\" rel=\"lightbox-4\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45687\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/03\/search-criteria.png\" alt=\"\" width=\"633\" height=\"492\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/03\/search-criteria.png 633w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/03\/search-criteria-150x117.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/03\/search-criteria-600x466.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/03\/search-criteria-48x37.png 48w\" sizes=\"auto, (max-width: 633px) 100vw, 633px\" \/><\/a><\/p>\n<table style=\"border-collapse: collapse; width: 100%;\">\n<tbody class=\"intro-text\">\n<tr style=\"border: 1px solid #cccccc;\">\n<td width=\"170px\"><strong>What to search for<\/strong><\/td>\n<td>Type the text that you are searching for here. This will search across all fields that have the \"Text\" type. Usually, this will be things like <em>Title<\/em> and <em>Description<\/em>. <\/p>\n<p>It will not search for items in drop-down lists, entities, or users. For those, you would need to use a filter.<\/td>\n<\/tr>\n<tr style=\"border: 1px solid #cccccc;\">\n<td><strong>Search Range<\/strong><\/td>\n<td>Some predefined search ranges have been added for ease of use. Note that what is included in the search range varies depending on the type of entry.<\/p>\n<p><strong>Case\/General Entry<\/strong>: For Cases and General entries, the results will check the <strong>Status<\/strong> field and will include the entry if the status is not <em>Closed<\/em> for part or all of the search range (i.e. the entry is open).<br \/>\n<strong>Log Entry<\/strong>: All Log entries have an <strong>Event Time<\/strong>. The search results for Log entries will check if the Event Time occurs within the specified search range.<\/td>\n<\/tr>\n<tr style=\"border: 1px solid #cccccc;\">\n<td><strong>Entry Type<\/strong><\/td>\n<td>You can restrict the search results to show only Cases, General Entries, or Log Entries.\u00a0<\/td>\n<\/tr>\n<tr style=\"border: 1px solid #cccccc;\">\n<td><strong>Sort Results By<\/strong><\/td>\n<td>You can sort the results by Relevance (this is the default), or by one of the fields (e.g. Created By).\u00a0<\/p>\n<p><strong>Relevance<\/strong>: Explorer applies its own logic to determine the most important entry, and will show them in order of decreasing relevance.<br \/>\n<strong>Fields<\/strong>: If you sort by one of the fields, it will sort from low to high (e.g. A-Z) or oldest first (if choosing a date\/time).<\/td>\n<\/tr>\n<tr style=\"border: 1px solid #cccccc;\">\n<td><strong>Filter Results By<\/strong><\/td>\n<td>You can further restrict the search results by applying one or more filters. This works in the same way as filtering logs, except that you cannot save search filters here.<br \/>\nRead more: <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/shift-log\/getting-started\/search-and-filter\/\">Filtering Logs<\/a><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>&nbsp;<\/p>\n<hr \/>\n<h2 class=\"page-subheading\">Search Results<\/h2>\n<p class=\"intro-text\">Search results are presented in two views: <em>list<\/em> view (this is the default) and <em>grid<\/em> view.<\/p>\n<h3>List View <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/03\/list-view-icon.png\" rel=\"lightbox-5\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45703\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/03\/list-view-icon.png\" alt=\"\" width=\"26\" height=\"21\" \/><\/a><\/h3>\n<p class=\"intro-text\">List View shows the search results in a list, with the Title, Description, ID, and entry type icon.<\/p>\n<p class=\"intro-text\">You can open the entry in the Explore panel by clicking the title or the type icon.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/03\/results-list1.png\" rel=\"lightbox-6\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45711\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/03\/results-list1.png\" alt=\"\" width=\"679\" height=\"308\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/03\/results-list1.png 679w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/03\/results-list1-150x68.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/03\/results-list1-600x272.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/03\/results-list1-48x22.png 48w\" sizes=\"auto, (max-width: 679px) 100vw, 679px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p class=\"intro-text\">Note that if the entry does not have a Title field, then the form type will be shown instead.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/03\/entry-panel.png\" rel=\"lightbox-7\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45712\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/03\/entry-panel.png\" alt=\"\" width=\"679\" height=\"827\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/03\/entry-panel.png 679w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/03\/entry-panel-123x150.png 123w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/03\/entry-panel-600x731.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/03\/entry-panel-39x48.png 39w\" sizes=\"auto, (max-width: 679px) 100vw, 679px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<h3>Grid View <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/03\/grid-view-icon.png\" rel=\"lightbox-8\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45704\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/03\/grid-view-icon.png\" alt=\"\" width=\"24\" height=\"21\" \/><\/a><\/h3>\n<p class=\"intro-text\">Grid view shows the search results in a table format, with the following columns: Form, Type, Status, Created By, Created Date, and Description.\u00a0<\/p>\n<p class=\"intro-text\">You can open the entry in the Explore panel by clicking the row.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/03\/results-grid.png\" rel=\"lightbox-9\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45702\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/03\/results-grid.png\" alt=\"\" width=\"682\" height=\"261\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/03\/results-grid.png 682w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/03\/results-grid-150x57.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/03\/results-grid-600x230.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/03\/results-grid-48x18.png 48w\" sizes=\"auto, (max-width: 682px) 100vw, 682px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<hr \/>\n<h2 class=\"page-subheading\">Exporting Search Results<\/h2>\n<p class=\"intro-text\">Click the <strong>Export Results<\/strong> button at the top of the results section, to download a .csv file, which you can save to your computer.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/03\/export-button.png\" rel=\"lightbox-10\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45707\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/03\/export-button.png\" alt=\"\" width=\"215\" height=\"52\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/03\/export-button.png 215w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/03\/export-button-150x36.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/03\/export-button-48x12.png 48w\" sizes=\"auto, (max-width: 215px) 100vw, 215px\" \/><\/a><\/p>\n<p class=\"intro-text\">Note that multi-line text fields will contain HTML markup tags.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/03\/export-results.png\" rel=\"lightbox-11\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45705\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/03\/export-results.png\" alt=\"\" width=\"846\" height=\"122\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/03\/export-results.png 846w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/03\/export-results-768x111.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/03\/export-results-150x22.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/03\/export-results-600x87.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/03\/export-results-48x7.png 48w\" sizes=\"auto, (max-width: 846px) 100vw, 846px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<hr \/>\n<h2 class=\"page-subheading\">Clearing Search Results<\/h2>\n<p class=\"intro-text\">To reset the search page, click the\u00a0<strong>Clear Filter<\/strong> button at the bottom of the page.<\/p>\n<p class=\"intro-text\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/03\/clear-search.png\" rel=\"lightbox-12\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-45708\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/03\/clear-search.png\" alt=\"\" width=\"188\" height=\"58\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/03\/clear-search.png 188w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/03\/clear-search-150x46.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2020\/03\/clear-search-48x15.png 48w\" sizes=\"auto, (max-width: 188px) 100vw, 188px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>You can search the entire Explorer system for any entries made in Shift Log and Case Management. The Entries Search allows you to search the text fields in entries, and allows you to further filter your results. Note: To search for pages, trends, and tags, use the Search function on\u2026<\/p>\n<p class=\"continue-reading-button\"> <a class=\"continue-reading-link\" href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-entries\/searching-entries\/\">Read more<i class=\"crycon-right-dir\"><\/i><\/a><\/p>\n","protected":false},"author":1,"featured_media":67356,"parent":64014,"menu_order":35,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":"","_members_access_role":[],"_members_access_error":""},"categories":[11],"tags":[863,852,516,848],"class_list":["post-45677","page","type-page","status-publish","has-post-thumbnail","hentry","category-tutorial","tag-entries","tag-filter","tag-search","tag-shift-log","Version-4-0","Product-shiftlog"],"_links":{"self":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/45677","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/comments?post=45677"}],"version-history":[{"count":22,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/45677\/revisions"}],"predecessor-version":[{"id":67925,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/45677\/revisions\/67925"}],"up":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/64014"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/media\/67356"}],"wp:attachment":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/media?parent=45677"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/categories?post=45677"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/tags?post=45677"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}