Search
Manual Search
While on-line, users can search and view existing records from the web application using Roam.
Manual Search
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For the task of ...
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I need to ...
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Having access to Search
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To be able to search, the Roam device needs to be on-line.
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Filtering the Search
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You can filter the search according to your needs. Here is how it works for:
- Text Fields:
the search will find all records where the field contains the text you entered. - Date Fields:
each date field on the Search page will have a FROM, and a TO field. This allows user to exactly define a date range, entering either both fields, only one of these fields, or none. - Lookup Fields:
Users can select multiple entries, and the system will retrieve records matching all the selections.
If no Search criteria is defined, the system will return all records.
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Starting the Search
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To commence the search, tap the Search button.
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Search Results
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The search will return the results in the form if tiles. Just scroll until you find the required record, and tap to open it:
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Use of QR-Code
By tapping on the QR icon on the top-right corner, users can scan a QR code to
- CREATE a new record, including the ability to default fields values via the QR code.
This will work on- and off-line. - FIND and open an existing record.
This will only work while on-line.
For Admins, the format of the URL upon which the QR code is built is described here.
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