Core Team Training Searching for

Records

Searching for Records

Overview
You can use the following methods to find records in Accela Automation:
 Search for records from the list portlets
 Search globally for records from the toolbar
 Filter a list of records in a portlet with a QuickQuery
 Return to a recently viewed record with the Navigation menu

Searching from the List Portlets

You can search for records from any of the list portlets that display records, as follows:
1. Navigate to a list portlet.

2. Click Search.

3. Type your search criteria into the form.

You can use the % wildcard symbol to specify your search.

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4. Click Submit.
You see the search results:

5. If you need to refine the search results, click Refine Search.

6. Add any additional search criteria to the form.

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Core Team Training Searching for
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7. Click Submit.
You see the results of your updated search:

Searching Globally
To search for records, addresses, parcels, and licensed professionals across modules:
1. From the toolbar, type one or more keywords into the Search window.

Your keywords must include a minimum of three characters of any type. The searches are not case
sensitive. You cannot search across agencies or use the % wildcard symbol to specify a global search.

2. Click .

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Core Team Training Searching for
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You see your search results in the Global Search portlet:

Using QuickQueries
To filter the records in a list portlet:
1. From a list portlet, open the My QuickQueries menu.

2. Choose a QuickQuery.
You see the records that match the QuickQuery.

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Course Guide | Accela, Inc.| © 2012
Core Team Training Searching for
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Using the Navigation Menu

To return to a recently viewed record:
1. From the toolbar, click Navigation.
2. Choose a record.

You see the record:

To clear all of the records listed on the Navigation menu, you can click clear history.

Related Documents:
You can find the following related documents on the Accela Community Web site:
 Searching From the Record List Portlet (Quick Tip)
 Refining Searches (Quick Tip)
 Creating and Managing My QuickQueries (Course Guide)
 Accela Automation 7.2 User Guide (Manual)

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Course Guide | Accela, Inc.| © 2012