To make it easy to find information on summary forms and library look up lists, CitiDirect provides the Search Definition dialog box. Use this dialog box to enter search criteria to find specific records, filter data to limit the number of records displayed, and to sort summary lists so that they appear in an order that suits your needs.
To access the Search Definition dialog box, do one of the following:
On library look up lists and some summary forms, click Search. A Search command button is usually available on the View Tab.
On most summary forms, click Other Options, and then select Search from the menu
On a summary form, position the mouse pointer on any line, click the right mouse button (right-click), and then select Search from the right-click menu.
What would you like to do?
Note:
An Advanced Search button appears if more search criteria are available than are currently listed on this form. To expand this form to see any additional fields, click Advanced Search.
The Search Definition Dialog box contains only those fields that are appropriate to the data being filtered.