Customizing searches allows Yapla users to perform accurate and fast searches. It is important to note that this configuration applies to all users of the account. It is not possible to have a customization per user.
Simple search, advanced search, and multiple search
There are three types of searches in the Members application: simple, advanced, and multiple searches.
The simple search allows you to search for a word among all the available fields.
The advanced search allows you to do more specific searches and to search for a particular field.
The multiple search allows you to search by adding more precise search criteria. For example, we could search to find all the first names that begin with the letter A.
Configure Advanced Search Settings
The advanced search settings allow you to define custom search criteria based on the available fields.
When you are on the "Members" application home page, you can click on the gear wheel and access the search settings.
To begin, you must choose the number of columns to display. This will determine the number of fields displayed in a row. Here is an example of a 3 column display:
Add fields to the search table
Next, it is possible to choose which fields will be displayed: "selected fields" you've chosen from the list of "available fields". To move a field from the "available fields" section to the "selected fields" section, drag and drop the field from one column to the other.
Reset the search
At the bottom of the screen menu, it is possible to reset the search criteria to predefined values. There are two types of resets: Advanced Search and Simple Search. The simple search uses only a few fields that are essential to your search, while the advanced search has a wider range of fields to further refine your search.
Note: Registration is automatic on this page.
You have the ability to customize the fields that are visible and their order in your search results table.
This customization allows you to quickly access the information you need without having to automatically open the member's file. Another advantage is that you can use this customization to create a customized data export containing only the data you need.
In the "Members" application in the "Members" submenu, click on the gear wheel to begin this customization.
On the Customize the search results page, 4 choices are presented in two sections:
Create sorting rules
Sort by: In this section select the fields on which the display order should be based. In the example above, the sorting will be based on member number, then on the first name and finally on the last name.
Order of appearance: two options are available. Sorting in ascending or descending order. In our example, member #15 will appear above member #147.
Configure the display of search results
In this section, you can drag and drop fields between the Available Fields and Selected Fields columns.
Selected fields: in this column, you will find all the fields visible in the search results table.
If you want to remove one of them, just move it to the right column.
To change the order, move the fields within this column. The top field will appear first, the bottom field will appear last.
Available fields: contains all the "member" fields, whether they are native to Yapla or created by your organization.
To add a field to your list of search results, drag and drop a field from this column to the Selected fields column.
Once you have made your changes, don't forget to click on the "Save" button at the bottom right.
Export your search
Once the search is done, you can export your search results. To do so, simply click on the "Export" button.
At this step, you have two choices:
- Export the columns displayed on the screen: by choosing this option, the export will only include the fields that appear in the search results, in the configured order.
- Export all member information: this is a global export of all data. All the fields native to Yapla and all the fields created by your organization will be present. It is not possible to modify this export.
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