Running Searches with Directional Search (Classic)

Important: This topic is for the Classic Search experience. To view the content for the Next Generation Search experience see Search.

For information on Classic experiences, see Archer Classic Experiences.

When you run a directional search, the results of your search are filtered by the selected direction through internal references.

Run a Directional Search

  1. Go to the Search Records page.

    1. From the menu, click the solution.
    2. From the Applications list, click the application or questionnaire.
    3. Click the Search button.
  2. (Optional) In the Keyword Search section, enter the keyword or phrase.
  3. In the Fields to Display section, select the fields you want to appear in the search results.
    1. Select the Directional Search checkbox.
    2. From the Available list, select the fields to include in your search results.

      Note: If the application that you are searching is related to other applications, you can include fields from the related applications.

    3. (Optional) Do 1 or more of the following:
      • To remove fields from your search results, click Close to the right of the field in the Selected list.
      • To reorder the fields in the Selected list, select the field and use the up and down arrows to move it up or down in the list.

      Note: If you select to view fields from related applications or data levels, or fields from within a history log or sub-form field, you can reorder how these fields are displayed in their respective grouping. However, you cannot mix fields contained in these items with fields from your primary application. All contained sub-form fields must be displayed together.

  4. In the Directional Search section, select the direction you want to filter the relationship:
    • Downward. This filters the Record Reference Path through any cross-references and child record(s).
    • Upward. This filters the Record Reference Path through the parent record, including any related record(s).
  5. (Optional) In the Filters section, filter the returned records in the search results.
    1. In the Field to Evaluate field, select the field to evaluate for one or more specific values.
    2. In the Operator column, select the filter operator.
    3. In the Value(s) column, click the ellipses and select the values for the condition.

      Note: Values lists with 2000 items or more must be manually expanded by clicking the + icon.

    4. (Optional) To create additional conditions, click Add New and repeat steps a - c.
    5. (Optional) If you create more than on condition, apply logic to your search criteria in the Advanced Operator Logic section.
  6. (Optional) In the Sorting section, sort records in the search.
    1. In the Field column, select the field that is the primary sort for the search results.
    2. (Optional) Click Add New to add additional fields for sorting.
    3. In the Order column, select to sort records in ascending or descending order.

      Note: When items in a value list are custom ordered, the order is used for the ascending or descending in the sort order, not an alphabetic sort. Null (blank) values are listed first in ascending sorts. Prefixes and suffixes are not evaluated when determining a sort order.

    4. In the Grouping column, select whether to enable grouping for the search results displayed in the column-hierarchical format.

      If you select to enable grouping, you can expand and collapse sections of the search results based on the values in the sorting field.

    5. (Optional) In the second row of the Field column, select a field by which results are sorted after the initial sort.
    6. (Optional) Select the order and grouping preferences for this field.

      7. If you select to enable grouping, you can expand and collapse sections of the data point search results based on the values in the sorting field. This option is available for only the Column-Hierarchical display format.

      If you select to enable grouping, you can expand and collapse sections of the data point search results based on the values in the sorting field. This option is available for only the Column-Hierarchical display format.

  7. (Optional) In the Display Options section, configure the display options for your search results.
    1. From the Display Format list, select 1 of the available display format options.
    2. From the Results Per Page list, select the number of records you want displayed on each page.
    3. In the Headings field, select the content to display as the header.
    4. From the Record Count list, set the limit of records to display in the search results.
    5. (Optional) Choose 1 or more of the following display options:
      • Expand All Results
      • Fix Headers
      • Enable Inline Edit

        • Note: Display options vary based on the selected Display Format.

  8. Click Search.