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Searching for Data within a Table

OVERVIEW

You can search for a particular data record within the Data Tables. CPQ Cloud provides the ability to select tables to search in, columns to search on, and values to search for.

Searches return the tables that contain the data record and display only the rows of matching records within those tables. Click on the results to be taken to the cell you need to edit.

ADMINISTRATION

ClosedSearching Within a Table

  1. ClosedNavigate to the Data Table Administration page.
    1. Click Admin to go to the Admin Home Page.

    2. Click Data Tables in the Developer Tools section.

      The Data Table Administration page appears.

  1. Click Search.

    The Search Tables dialog box appears.

  1. Select the radio button next to Search within table and use the Tables drop-down to choose the table you’d like to use for your data search .
    1. Once you have selected your table, the schema for that table appears, displaying column names and data types.
  2. Use the drop-downs under Operator to assign your search values and click Search.

    1. Based on the search results, you will be taken to the Data Table you selected. All rows that match your search values are returned.
  3. Click the red X to delete a row or click into any field to make changes.

  4. Click Save if any changes were made.
  5. Click Clear Search Results to remove the filtered search result and display the entire table.

ClosedSearching Across Tables

  1. ClosedNavigate to the Data Table Administration page.

    1. Click Admin to go to the Admin Home Page.

    2. Click Data Tables in the Developer Tools section.

      The Data Table Administration page appears.

  2. Click Search.

    The Search Tables dialog box appears.

  3. Select the radio button next to Search across tables.
  4. Select the checkboxes beneath the Tables drop-down to perform a search on multiple tables.

    If you do not select any tables, the search will include ALL tables.

  5. Enter a Value to search for and click Search.

    In the left-panel Folder List, the tables that have matching values will blink red.

    The number of matches found within a table appear to the right of the table name.

  1. Double-click the name of a table with matches.

      All rows that match your search values will be returned.

    Click the red X to delete the row or click into any field to make changes.

  2. Click Save.
  3. Repeat Steps 5-6 for each Data Table.
  4. Click Clear Search Results to remove the filtered search result and display the entire table.

NOTES

    The first column of a Data Table can be populated with an empty string. A row with data must follow.

RELATED TOPICS

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