Find and Advanced Find

Find and Advanced Find

Overview

Find searches the selected view and any filter tray permutations of that view, and shows you the number of results (occurrences matching the search you issued). If you have the model browser selected, it searches the model browser. If you have a view selected, it searches the view. You can easily locate to the results, make changes if you want to, provided you have adequate permissions, and resume your search.

Advanced Find searches the entire model and returns a comprehensive results "tree" showing the components containing the result (such as canvases, matrices, model browser, scripts). You can view the results tree in different ways, and you can expand or collapse the results tree. You can go to any result by double-clicking on it in the results tree, you can edit a valid result, provided you have adequate permissions, you can temporarily hide results from the results tree to reduce clutter, and you can resume your search.

You can optionally Replace any valid Advanced Find result.

Tips:

What a user is able to Find can depend upon their role and its permissions.  Users will be able to find results provided their role has adequate permission.  For example: if a user lacks permission to open a component, even if the component contains matches to the user's search, the user will not see any results returned.

Find includes only the formatted value in search results.  If a value is formatted in a cell, or if a value is rounded in a cell, you have to search on the formatted value.

Although you can find calculated results, you cannot edit or replace them because they are calculated. Nor can you edit or replace results that are generated items, or results you lack permissions to change.

Find

The find feature lets you quickly find search characters in a selected view or in the model browser.  You can use find with the mouse or keyboard. Find can be a quick way to find and make changes, such as if you wanted to change a spelling of something, or if you wanted to replace a long name with an abbreviation. The find facilitates this by searching and finding the components and the specific occurrences of the search character(s).

From Find, you can switch to the Advanced Find by clicking the Advanced link.

What Find Searches

Find looks for search text in the following areas of the selected view provided they exist:

  • names

  • item descriptors

  • comments/notes

  • formulae

  • cell values

  • other text in canvases

  • hyperlinks, widget labels

  • scripts, including script names, script text and expert mode script text

  • view and folder names

Attributes of Find

Find has the following attributes (subject to adequate permissions). Generally, find locates and displays the current result by selecting it, scrolling it into view and updating filter tray selection as detailed below:

  • searches only the currently selected view or model browser

  • locates through the search results repeatedly if you choose, from the first result to the last, back to the first result, and so on

  • allows you to edit a search result(s), and continue with your search using CTRL-F (CMD-F on Mac). With cells and items, you can also use Esc during a search to go into edit mode in the cell or item, make your edit, and continue with your search using CTRL-F (CMD-F on Mac)

  • allows you to reissue the search on a different view:  switch to the new view, click in the Basic Find query box (using CTRL-F or mouse click) and click Enter or CTRL-F to start searching in the new view

  • lets you edit a category by double-clicking in it to invoke edit mode

  • does not support "whole word" search (i.e., if you enter ABC as the search string, and a cell contains ABC-D, Basic find will present ABC-D as a valid search result)

  • searches collapsed material

  • searches case-sensitively only if the first search character is capitalized

  • if you search on an item in a filter tray drop-down, the filter tray adjusts to show that item in the filter tray and the corresponding filtered view of the matrix is displayed

Tip: Select a view to ensure it is accessible to find: do this by clicking on its tab to give the view the focus of the search.  If there are multiple views, the tab you clicked will have the focus, and it will be the view that is searched. If you open a view from the model browser and you do not select the view itself (i.e. you leave your pointer in the model browser), the search will execute in the model browser.
If your search returns no results (0/0), check to see that the view you want to search is selected.

Opening Find

Open Find either using CTRL-F (CMD-F on Mac) or by using the menu option Edit > Find

The Find search box opens at the bottom left, showing placeholder text that says Search in selected view.

To the right of the search box are Up and Down buttons to help you navigate the search results, and an "X" to clear the search box.

Click to select the view you want to search.

Enter the search material in the search box and press Enter or CTRL-F (CMD-F on Mac) to execute the search.

The number of results displays next to the Up and Down buttons: for example, you might see 1/3, meaning you're viewing the first of a total of 3 results.  If you have located to the 3d search result and there are a total of 24 search results, you will see 3/24 next to the buttons.  

If there are no search results, the Up and Down arrows are not enabled, and the number of search results is 0/0.

Using Find Results

Locate through the search results using one or more of:

CTRL-F (CMD-F on Mac) Note that you can also press the CTRL key and press the F key repeatedly to move through the results (CMD-F on Mac)

Down and up arrows

Down and up arrow keys (currently only on Windows)

Enter key

 

The search results are highlighted as you move through them.

If the search string is calculated and populated by a formula, the formula is also highlighted.

The search string remains highlighted in the Find search box, so you can easily replace it with other search text.

To close the Find, press the ESC key within the search box, or click the X to the far right, next to the "Advanced" link. To clear search characters from the find box, click the X inside the search box.

Advanced Find/Replace