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How To: Search For Work (Customers)

Ryan Mitrevski
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Before You Begin:

All Operational Search screens in ConSol (i.e., screens related to Project Views, Orders, and Invoices) have filters to help you narrow your search results. With the introduction of Operators, you now have more flexibility to refine your searches even further.

NOTE: Only work that is relevant to your role(s) and work group(s) is visible.

 

Filters:

On all Operational Search screens, filter criteria are split into sections.

  • The top section allows you to search using specific IDs. These are exclusive searches, meaning that when you enter a Project View ID, Order ID, Invoice Number, or Supplier Reference, all other filter criteria are ignored. Only records matching the specified ID(s) will be returned. You can enter multiple IDs in each field by separating them with ^^. (Commas or spaces can be used as separators for order ID searches)
    • NOTE: If you enter values in multiple Exclusive Search fields, the search will return only records that match all of the specified criteria.
  • The middle section presents the fields that are most frequently used in searches, and some default criteria have been applied to reduce the risk of users running an unlimited search that could retrieve tens of thousands of rows. 
  • The advanced search section on Project Views and Orders needs to be expanded to access some additional filter criteria.

 

How to Search Using Exclusive Filters

How to Search for Project View:

  1. Navigate to the Project View drop-down.
  2. Click Find Project View
  3. Enter your Project View ID or Order ID in the appropriate field. If you don’t have a specific value, use the additional filters below to narrow your search results.
  4. Click on Search

How to Search For Orders:

  1. Navigate to the Orders drop-down
  2. Click Find Order
  3. Enter your order ID in the appropriate field. If you don’t have a specific value, use the additional filters below to narrow your search results.
  4. Click on Search

How to Search For Invoices:

  1. Navigate to the Invoices drop-down
  2. Click Find Invoices
  3. Enter your Invoice Number or Order ID in the appropriate field. If you don’t have a specific value, use the additional filters below to narrow your search results.
  4. Click on Search

 

How to Use Secondary Filters

If you don't have a specific Order ID, Project View ID or Invoice Number to search by, you can use the secondary filter options to search by specific criteria. Across the different search screens, you will come across the following:

  1. Operators (read more HERE)
    • An operator is a search tool that defines how a value should match or compare with the information in a field, helping you refine and narrow your search results.
  2. Dropdown Lists
    • Allows you to select a single value from a predefined list of up to 30 items.
  3. Magnifying Glass Icons
    • For larger lists, or when there are multiple columns of data that need to be displayed, clicking the magnifying glass will open a pop-up. This helps you quickly find a specific value. Once you select an item, it will be entered into the filter field.
  4. Text Search Fields
    • In text fields, you can use operators to search for parts of a word, and the system will find matching entries.
  5. Date Picker
    • For date-related fields, you can use the date picker to select a specific date or use operators to dial in your results.
  6. Custom Search Attributes
    • Customer System Administrators can create custom fields on Orders or Project View ID. Use the Search Attribute fields to perform searches based on these fields.
    • This can be done by:
      1. Select the custom field you want to filter by from the dropdown list.
      2. Choose the required value associated with that field.

 

Note: By default, the start date is set to 5 years prior to the current date.