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Searching by a specific field within a report

  • 1.  Searching by a specific field within a report

     
    Posted 03-14-2019 16:24
    Hello! Is there a way to do more specific searches within a report? For example, I have a table that tracks communication with teachers, and I'd like to search for all communication to or from John Smith. The field I want to search by is called "Teacher Name." It feels like I should be able to write in the search bar something like: "{Teacher Name}=John Smith". When I just search using "John Smith", I get the relevant records plus a bunch of other records where John Smith was referenced in the body of the email (which is another field) but weren't actually to or from him. 

    I know about filters, but in this instance, I have so many teachers that Quick Base won't let me filter by their names. Plus, there are only 5 filters allowed, and it would be nice to quickly search by specific criteria rather than editing the report to change the filter. 

    Thank you! 


  • 2.  RE: Searching by a specific field within a report

    Posted 03-14-2019 16:26
    Have you tried the magnifying glass icon at the top when you are on a table.  It allows for selecting fields to search.


  • 3.  RE: Searching by a specific field within a report

     
    Posted 03-14-2019 16:28
    When I click on the magnifying glass, nothing happens. But I'm the admin -- is there something I can enable? 


  • 4.  RE: Searching by a specific field within a report

    Posted 03-14-2019 18:53
    Maybe there is a pop up blocked catching that pop up search box.  Look for maybe a red icon near your URL address bar


  • 5.  RE: Searching by a specific field within a report

     
    Posted 03-14-2019 19:21
    Thank you for the suggestion! I use Chrome, and I don't see the "popup blocked" icon. I also just tried it with Firefox, and didn't see any sort of "popup blocked" message there. So I think it's an issue within Quick Base, not the browser. 


  • 6.  RE: Searching by a specific field within a report

    Posted 03-15-2019 02:40
    The top right of your screen should have the round +, then a a star, then  the Search magnifying glass, then the ? for help and then ! for Alerts and then your name.

    Which of those do you have?  If none, then you have turned on a setting in the App Settings for Branding  "Hide Quick Base standard menu options"

     


  • 7.  RE: Searching by a specific field within a report

     
    Posted 03-15-2019 13:20
    Thanks so much for helping me figure this out. I have all of those icons in the upper right. 

    Is it possible that someone a level above me has turned this off? I built the apps that my team is using, but I work at a graduate school, and I'm not the administrator of the account for the entire school. I could ask the account administrator to adjust something, but I'd want to make sure I know what I'm asking him to do. 

    Thanks again!


  • 8.  RE: Searching by a specific field within a report

    Posted 03-15-2019 13:35
    There is a setting on the User Interface Tab for Role Permissions 

    Hide UI for:  
    App & table settings  
    Users  
    Favorites & Recents  
    Search  
    Help  
    Test as another role or user

    Your Role must be disabled for Search


  • 9.  RE: Searching by a specific field within a report

     
    Posted 03-15-2019 13:58
    Disabled meaning unchecked, right? 

    I tried checking and unchecking it and unfortunately, neither one seemed to enable the magnifying glass within reports. 

    I've attached a screenshot in case it's helpful. Thank you!






  • 10.  RE: Searching by a specific field within a report

    Posted 03-15-2019 14:06
    Maybe we are just not understanding each other.

    Do you have the magnifying glass at the top beside the star?

    Did you try an advanced search to select a field to search on?


  • 11.  RE: Searching by a specific field within a report

     
    Posted 03-15-2019 14:15
    Yes, I think we're talking about two different magnifying glasses. 

    I originally thought you meant this one, which displays within a specific report: 




    But now I think you are talking about this one, in the upper right corner: 



    But if I click on the upper right corner, it takes me out of my report and searches my entire table for a specific field. 

    I'd like to search within my report. It feels like I should be able to do a more specific search within the search box in the first of my two screenshots. Going back to my original example, it feels like I should be able to search something like "{Teacher Name}=John Smith" ("Teacher Name" being the field name) rather than just "John Smith." Is there any way to do a more advanced search within a report?

    Thank you!


  • 12.  RE: Searching by a specific field within a report

    Posted 03-15-2019 15:33
    OK, at least we are now understanding each other.
    You would need to make a new report with an <ask the user> filter or make a Dashboard search element on the dashboard of the app to search based on a search limited to a specific report.  The report would just be limited to a few fields.


  • 13.  RE: Searching by a specific field within a report

     
    Posted 03-15-2019 16:20
    Okay. I didn't know about the <ask the user> filter, which isn't exactly what I was looking for, but I think it's close enough to serve my needs. Thank you very much for your time and for telling me about it!