How Can I Find Information in My Application?

When your Quick Base application contains more than a handful of records, you need some help locating specific items that you want to view. Quick Base offers a Global app search feature that you can use to search your entire application or a specific table for a word or phrase. If a word or phrase isn't enough, and you want to specify more detailed parameters for a search, check out the advanced search option.

To quickly search the contents of your application:
  1. Click Search on the Global bar.

  2. Click the Search <app name> tab.

  3. Decide whether to perform an exact search. Exact searches look for <Some field> is equal to My_search_term. This type of search is generally faster than the default type of search (<Some field> contains My_search_term).

    To perform an exact search, select Match search term exactly on the search dropdown.

  4. Enter the information that you want to search for, then click Search.

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

    Quick Base returns results in the column and row order format specified by the default report settings for each table. If you don't like the layout, you can change the reporting defaults for the table.

    The sidebar on the left side of the page shows the number of search results returned from each table (see image). As you scroll through the results, more tables are searched and more results are loaded.

    Tables in the sidebar can display one of three results:

    • A number – The table has already been searched and the number reflects how many records were returned.

    • Nothing – The table has not yet been searched. To search this table, click the table name in the sidebar, or scroll to the table's section on the results page

    • Two dashes – You have closed this table's section in a previous app search, and it will not automatically be searched. To search this table, click the table name in the sidebar, or scroll to the table's section on the results page and open the section, or click search on the table section header.

    To search the data in a specific 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 for users in your role.

    2. Enter the information that you want to search for, then click Search. Quick Base shows you a report with set of records containing the term you entered. To speed things up, Quick Base only searches the fields that are actually used in the report. 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 search the data in a report:
    1. Add a quicksearch widget to a report.

    2. Enter your search terms in the Search box.

    Quicksearch searches only the fields displayed in your report, and does not search all the fields in the underlying table. If you actually do want Quick Base to search in every field in your table, just click the Search button on the Global bar. Global app search searches all the tables and fields in your app, and the table search looks in every field in your table.

Search tips:

  • If you enter multiple words, Quick Base displays a list of the records that include all of the words you entered.

    For example, if you search for the phrase, sidewalks of new york, Quick Base displays a list of records that contain all the words: sidewalks, of, new, and york. These words won't necessarily appear together. Quick Base returns any record in which it finds all the words.

  • To search for records that match any of the words you enter, separate your entries with the word OR. (You must capitalize OR.)

    For example, type Betty OR Bernard to find all records that contain either the name Betty or the name Bernard.

  • To search for multiple words as a phrase, put quotation marks around them.

    For instance, if you type in "The Big Clock" then Quick Base returns only records containing that entire phrase, as it appears between the quotation marks.

Related Topics:

 

Go back

Did this help you? Give us a rating:

           

© 1999-2019  QuickBase, Inc.  All rights reserved.  Legal Notices.