Tree Search

The tree search functionality enables the user to search for specific records within the tree based on specified criteria.

The tree search function is available on the asset type, asset, site and permission trees. The tree search panel is opened by clicking on the Search button on the toolbar.

The Tree Search panel consists of two main sections: search filtering and search results.

Search filtering

The search criteria is specified in the search filtering section:

• Search input: Used to enter a search value, for example FOL200.
• Search Type: Specifies the type of search. Possible values are:
  • Exact Search
  • Partial Search.
• Field: Specifies the field to search on. A search is conducted of the code, description and/or serial number fields based on the value specified in the search input field and the Search Type specified.
  Possible values are:
  • Code
  • Description
  • Serial Number
• Entity: Specifies the entity to be returned in the results. If Assets is ticked, the search will return asset records. If Asset Components is ticked, the search will return component records. If Tasks is ticked, the search will return task records. Possible values are:
  • Assets
  • Asset Components
  • Tasks.
• Show Inactive Records: Toggle on to include inactive records in the search result.
• Max Records: Specifies the maximum number of records to return based on the search criteria.

Search results

The search result is grouped by entity type.