Search

Custom Fields

Search by Custom Fields

  1. Go to: People >> Search (or any other menu option that uses the search feature) – Click here and scroll down for a video on all of step 1.
  2. In the “Module and Status Filters” section, select the desired statuses to include in the search. If you make multiple selections, you can include people that have:
    • Any of the selected modules and any of the selected statuses
    • All of the selected modules and any of the selected statuses
  3. In the “Communications Filters” section, optionally select the desired choice. Settings are broken down into three categories. You can make one selection from each category:
    • Email: Don’t Filter (default), Has Email, Has No Email
    • Mobile Email: Don’t Filter (default), Has Mobile Email, Has No Mobile Email
    • Text Messaging [this will only appear if Text Messaging has been enabled]: Don’t Filter (default), Has text messaging enabled, Does not have text messaging enabled
  4. In the “Group Filters” section, optionally select the desired choice: Don’t Filter (default), Individuals Only (profiles associated with one person only), Groups Only (profiles that have been defined as representing a group)
  5. Click the [Add Search Criteria] button. The available criteria corresponding to your module selections will appear first in the list, followed by other criteria. Instead of scrolling through the list, you can type a few letters of the criteria you want to use.
  6. Select Custom Fields from the drop-down list.

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[accordion title=”CLICK ANY HEADING BELOW TO OPEN (OR CLOSE IT) FOR MORE INSTRUCTIONS”]

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[accordion title=”Custom Fields – Yes/No Options”]

[alert type=”alert-info” block=”false” close=”false”]Visible only if Custom Fields with Yes/No options have been created[/alert]

  1. Category – Select the Custom Field Category where you expect to find the custom field you want to use
  2. Custom Field – Select the Custom Field you want to use
  3. Match Type – Choose what you would consider a match – Part 1 – E.G. Is equal to Yes, Is equal to No, Is empty, Is not empty
  4. Match Value – Choose what you would consider a match – Part 2 (Yes / No, if “is Equal to” is selected above)

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[accordion title=”Custom Fields – Dates”]

[alert type=”alert-info” block=”false” close=”false”]Visible only if date-based Custom Fields have been created[/alert]

  1. Category – Select the Custom Field Category where you expect to find the custom field you want to use
  2. Custom Field – Select the Custom Field you want to use
  3. Match Type – Choose what you would consider a match – Part 1 – E.G. a date between two dates, a date after a specific date, is an empty field, etc.
  4. Match Value – Choose what you would consider a match – Part 2 – Enter the full date you want to use in the search (or two dates if you are searching for profiles with a date between two dates). By clicking in the date field, you can select a date from the calendar that pops up.
  5. You can either search by entering exact dates or by using dynamic dates.

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[accordion title=”Custom Fields – Fields That Contain Numbers”]

[alert type=”alert-info” block=”false” close=”false”]Visible only if numeric Custom Fields have been created[/alert]

  1. Category – Select the Custom Field Category where you expect to find the custom field you want to use
  2. Custom Field – Select the Custom Field you want to use
  3. Match Type – Choose what you would consider a match – Part 1 – E.G. a number that is greater than some number, equal to some number, any number (not empty), etc.
  4. Match Value – Type in the number(s) you want to use as a comparison (unless you are choosing “Is Empty” or “Is not Empty” in step 3

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[accordion title=”Custom Fields – Fields That Contain Short Text or Long Text “]

[alert type=”alert-info” block=”false” close=”false”]Visible only if text-based Custom Fields have been created[/alert]

  1. Category – Select the Custom Field Category where you expect to find the custom field you want to use
  2. Custom Field – Select the Custom Field you want to use
  3. Match Type – Choose what you would consider a match – E.G. contains, is empty, is not empty etc.
  4. Match Value – Type in the number(s) you want to use as a comparison (unless you are choose “Is Empty” or “Is not Empty” in step 3

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[accordion title=”Custom Fields – Fields That Contain Drop-down Lists”]

[alert type=”alert-info” block=”false” close=”false”]Visible only if Custom Fields with drop-down lists have been created[/alert]

  1. Category – Select the Custom Field Category where you expect to find the custom field you want to use
  2. Custom Field – Select the Custom Field you want to use
  3. Match Type – Choose what you would consider a match – E.G. is the same as (Is Equal To), does not equal, is empty, is not empty.
  4. Match Value – Choose what you want to use in the comparison from the drop-down list (unless of course you selected ‘is empty’ or ‘is not empty’ in step 3)

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[accordion title=”Custom Fields – Fields That Contain Uploaded Files”]

[alert type=”alert-info” block=”false” close=”false”]Visible only if Custom Fields for file uploads have been created[/alert]

  1. Category – Select the Custom Field Category where you expect to find the custom field you want to use
  2. Custom Field – Select the Custom Field you want to use
  3. Match Type – Choose what you would consider a match. Either the profile has a file uploaded to this field or it hasn’t.

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[accordion title=”Custom Fields – Check Boxes”]

[alert type=”alert-info” block=”false” close=”false”]Visible only if Custom Fields with check boxes have been created[/alert]

  1. Category – Select the Custom Field Category where you expect to find the custom field you want to use
  2. Custom Field – Select the Custom Field you want to use
  3. Match Type – Choose what you would consider a match. There aren’t too many choices here. Either it’s checked or it’s not

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Other Tutorials Related to Searches

Basic Search
Contact Information
Qualifications
Interests
General Availability
Activities and Activity Categories
Schedule Dates
Hours Logged
Feedback Fields
Date of Birth
Date Joined
Login Date
Committee
Saving a Search

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