How do I use Search filters?

Search filters allow you to refine and customize your search, in order to streamline the number of
records displayed within the search grid. This allows you to quickly access the most relevant
records.

Quick steps
Review a module’s Search screen filters
1. Go to your chosen module’s Search screen.
2. Click on the filter strip drop-down menu and scroll through the sub menus to review the
available filter options.

Filter strip options vary between modules.

Note: Some modules have a single exclusive ‘blue’ filter that when used will override all other
filter criteria.

3. Select a Search filter.

4. Click on the Plus button to add another filter.
5. For each filter you add, complete the adjacent search data (when available) to refine your

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 search. These options may include the Operator*, free text fields, sub filters, tick boxes, date
fields etc.
* See the Appendix for more information
6. Click on the Find button and review your search results in the grid.

Tip: to remove a filter, click on the adjacent Minus button.

Click on the Reset button to undo the filter layout and start again.

Color Categories: Selecting the same color category for each of the filters will change the
results to ‘and / or’. In the below example, companies with names starting with either A or X
will populate:

Appendix A
Filter Operator Description

Exact Only enter the exact word or phrase. All other text formats will
be ignored if they do not exactly match the text entered.

Note: this is the most efficient text search parameter.

Starts with Enter the first few letters of a word, or first word of a phrase.

Contains Expansive search that looks for all fields/terminology that

includes the entered text.

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 Filter Operator Description

Not equal Use when searching exclusively to the entered text. It should
be noted that if you include 'OR' parameters, the Not Equal
filter will override this, and will still exclude the result.

Not starting Searches by excluding the text entered for the start of a
word/field.

Not contain Searches for a field or data that doesn't include the stated
text.

Is blank Use when you need to find a record that has a blank value in
the parameter/field.

Is not blank Use when you are searching for a completed field or value that
has not been left blank.

All match Use to find records that match the specified task description,
(available in Task or Related or are missing a task. If you need to find only tasks with the
Transport Booking Search specified description, instead use the ‘Any Match’ operator.
grids)

Want to learn more?

• 1COR210 – How do I manage Search grids?
• 1COR312 – How do I use Outer Group Search filter categories?
• 1COR035 – How do I create and manage grid Color Schemes?
• 1COR346 – How do I save and manage Search filters

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 Support: press the F1 key from anywhere within CargoWise to raise an eRequest.

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