Use Advanced Search

Advanced search lets you home in on just those records you want to see. Use this feature to display only those items that meet a set of criteria you specify. For example, say you only wanted to view tasks that are assigned to you. Or maybe you'd like to see which clients live in Alaska. You can even combine criteria to, for instance, find tasks that are both assigned to you and overdue.

To use advanced search on a table:
  1. Open a table from the Table bar, then click Search on the Global bar.

    Note: If you don't see this button, your app admin has removed access to it.

  2. Click Advanced Search.

  3. Enter the filter criteria for your search to specify which records you want to see, then click Search. Quickbase shows you a report with set of records containing the term you entered. If you don't get the results you wanted, use the icon on the Page bar to modify the report. You can also save the report for future use.

To save your search results as a report:
  1. Click Save in the Page bar above the results page.

  2. Enter a name for the report.

    Optionally, enter a description for the report, then click Show description on report page if you want the description to appear on the report.

  3. Select the visibility of the report:

    • Personal – Only you can view this report.

    • Common – Others can view this report.  

  4. For common reports, select an option from the May be viewed by dropdown. If you chose Specific Roles, select the checkbox next to one or more of the roles in the list.

  5. Click OK to save the report.

To set your table home page to use advanced search:

If you'd like to provide advanced search capabilities to your end users, you can specify that the table home page they see will display the advanced search form.

  1. Open the table Home page settings. You can do this in one of the following ways:

    • If you have clicked the table to display the table Home page, click the Customize this Page link on the Page bar.

    • In the Table bar, click a table. Click Settings on the Page bar, then click Table home page in the User Interface section.

  2. Next to each role, choose Advanced Search form from the dropdown in the View column.

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