Locating a Record

Often you will want to locate a particular record or group of records. There are several ways to do this:

  • Sort the list into some order so that the records you require are together. Use the scroll bar to move through the list.
  • Use the search box in the list window to do a text search to locate the record(s) that you require.
  • Use the Find by Field command to locate the record(s) that you require based on a nominated value in a specified field, or the Find by Formula for records based on some complex search criteria.

Typing into a List

  • Sort the list by an appropriate column heading and type in the first few characters of the value you are after (only works for text columns, not date or numeric). The list will be positioned at a record whose field matches the characters that you have typed in.

Finding Records using the Search Box

The search box in the toolbar allows a quick full-text search of the records in the view1. The search looks for any words or numbers that match or begin with the text that you enter. Any records that do have a match are displayed, forming the found set.

To use the search box:

  1. Click in the search box, or press Ctrl-F/⌘-F 2(or choose Select>Find)

The search box will be activated, with the cursor flashing.

  1. Key in the text you wish to search for

MoneyWorks will start searching as soon as you finish typing. Results are displayed progressively. There is no need to wait for the search to finish (it may take several seconds on a very large file). The search will automatically stop as soon as you change the view or sort the results.

When searching a large file, or searching over a network, a progress bar will be displayed under the search box.

Only the records in the list that have words matching the text you entered into the search box will be displayed. Note that you will need to resort the list after the search is complete.

  1. To clear the search, either click on the clear icon in the search box, click on the sidebar tab, or press Ctrl-J/⌘-J

Note that using the search box in the transaction list will also search the item code and detail description. Consider the following example, where we have typed 100 into the search box:

  • The first transaction in the list (to Century Supplies) is displayed because the customer code for Century starts with 100;
  • The two highlighted transactions to SUMMER are displayed as their order number starts with 100;
  • The red transaction at the bottom of the list is displayed because at least one of the detail lines has a word starting with 100;
  • The other transactions are displayed because their gross (treated as an unformatted number) starts with 100. Entering 1 or 10 or 100 or 1009 or 1009. or 1009.1 or 1009.12 will find the transactions with a gross displayed as 1,009.12

1  The records that it searches are all those determined by the current tab view and filter (i.e. a Find All for the view and filter is done first).

2  In MoneyWorks 6 and earlier, these shortcuts would open the Find by Field search window.