Actions Menu - Advanced Search

Overview

Updated 04/17/2023

Advanced Search allows users to select required and optional search parameters and build multiple groupings. In addition to certain parameters being selected as required or optional, users have the ability to sort parameters into groups and deem them required or optional. 

Table of Contents

Advanced Search Basic Video

Advanced Search Grouping Example Videos

Advanced Search Customer User Doc

Advanced Search Employee Available Message

Advanced Search Employee Interview Dates and User

Advanced Search Employee Interview Questions

Access Advanced Search

Advanced Search Window Layout

Configure an Advanced Search

Search Grouping Option Tab

Save & Share

Search Results

Use Search Option

Radius option available in Advanced Search > Temp Order

Advanced Search Basic Video

Advanced Search Grouping Example Videos

Advanced Search Customer User Doc

• Search Example:
  • Customers in a status of Active, Inactive or Credit check
  • With a document type of Contract entered into the system between 1/1/17 – 12/31/17
  • And a specific user listed as the Account Manager

Advanced Search Employee Available Message

• Search Example:
  • Employees in an active status
  • Not currently on an assignment
  • With a message of Available logged between 1/1/18 to 1/31/18

Advanced Search Employee Interview Dates and User

• Search Example:
  • Employees that were interviewed by a specific user
  • With Interview dates between 1/1/18 to 1/31/18

Advanced Search Employee Interview Questions

• Search Example:
  • Employees in a status of Active, Applicant or Online Applicant
  • From a specific Branch
  • With 2 Interview Questions & answers

Access Advanced Search

There are multiple ways to access the Advanced Search function in Avionté.

• Start Page > Actions Menu
  
  
• Start Page Shortcut (to set this option, right-click and select Advanced Search)
  
  
• F7 Hot Key

Advanced Search Window Layout

Configure an Advanced Search

Populate the following fields corresponded on the image:

1. Search Type: Main tree-item on which to search, e.g. Employee, Customer
   
   
2. Category: Sub-tree of search type
   
   
3. Fields: Data field in sub-tree
   
   
4. Operator: Search function
   
   
5. Enter Value: Select a value from the drop-down menu or enter a value
   
   
6. Click Add Search and add the line item to the search parameters

Repeat steps 2-6 to add additional search items.

Search type	Contains the parameters to create a customized search.
Select Category	Contains Table, which is a list of parameters that pertain to the selected Search Type.
Select Fields	Contains Description, which is a list of parameters that pertain to the selected Search Category.
Select Operator	Contains Name, which contains a list of boolean operators that pertain to the selected Select Operator.
Enter Value	Either a free-text field of a drop-down menu for a parameter based on the previous parameter selections.
Action	Contains the Add Search button, which creates a search item on the previously selected parameters and adds it to Search Item section.
Search Item	List of the created search items with their customized parameters.

Search Grouping Option Tab

To define further search parameters, additional grouping options can be set in the Search Grouping tab. 

For each search item:

1. In the Boolean column, select Required (AND) or Optional (OR).
   
   
2. Assign the items to groups.

• If groups created in the item list need further grouping, create the Parent Group and select Required or Optional.
• The Search Group Tree displays a representation of results.
  
  
• Click Run Search (Actions button) once all parameters and groups have been defined.

Save & Share

Save a frequently generated search and share it with other internal users.

1. Click Save Share in the Actions menu. The Select Users window will appear.
   
   
2. Enter Search Name.
   
   
3. Click Basic Search to enter a check mark in the box.
   
   
4. Select Users to whom the search setup will be shared. The search will be added to each user's search list and/or basic search list.
   
   
5. Click Finish.

Search Results

Once the search has been generated, the results window will return all applicable matches; filter, sort, and select columns using the same functionality found in the basic search results window.

Use Search Option

The Use Search Option enables a search based on the Search Options already set up under Employee, Customer, Order, etc. 

When the Use Search Option is checked in Advanced Search, the search will generate results based on the settings in the Search Option slide panel of the currently chosen Search Type. 

In the example below, the Search Type is "Employee."

If the Search Option Slide panel in the Employee category is set to "By Status" and "Branch," those search settings will be used by Advanced Search. 

Radius option available in Advanced Search for Temp Orders and DH Orders

We added the ability to select a radius in Advanced Search for Temp Orders and Direct Hire Orders so that it is easier to locate jobs for employees more precisely.

To use this:

1. Go to Advanced Search > set Search Type = Temp Order > set Table = Address > set Description = Zip Code > Enter a Value for the Zip Code > click Add Search.
2. Select Description = Radius.
3. Enter a Value for the Radius (example: 5).
4. Click Add Search.
5. Click Run Search.
6. Click Search Result. The results shown will match the Radius parameters; if a location is far enough away, it will not be included.

This search value also works when Search Type = DH Order.

Back to Top