This document provides an overview of how to search for records in RxExpress. The search works by filtering content based on entered criteria.
Access the filters by clicking the Filter button in the top-left corner of the screen, under the RxExpress logo.
Once you've clicked the Filter button, a new Filters panel will show on the left side of the screen. From here, there are two ways to search.
The fastest way to search is by using the generic VFD Search filter. This searches all VFDs for terms, regardless of what field the search term appears in.
First, select the VFD Search option from the Select Workflow drop-down menu.
Then, simply enter your search term in the search box. The VFDs in the Workspace will be filtered down to show only records that contain your search criteria. The search term will be highlighted in green.
The second type of search allows you to quickly narrow your results by searching for values based on the contents of a specific field. This is useful if the Quick Search is providing too many results.
First, select the type of record you want to search for. This is done using the Select Workflow drop-down menu.
|For the purposes of this article, we will select the Veterinary Feed Directive option. The process works the same way for any of the other record types, but there will be different filter options to choose from.|
Next, select the data you want to search by from the Select Filter drop-down menu.
When you add a filter, you will see a search box appear below the filter selection, and that information will be added to the cards shown in the Workspace.
You can add multiple filters by selecting more filters from the Select Filter drop-down menu.
Enter your search criteria in the search field. As you enter text, the records in the Workspace will filter to show only cards that match your search terms. The search terms will be highlighted in green.
To clear a filter, click the X button to the right of the search field.
To exit the search and return to the standard, unfiltered Workspace, click the X button at the top of the Filters section.