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In a very long Document such as SO or PO how to search for say an ITEM?

Former Member
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Hi Forum,

Sometimes documents such as quotations, Sales Orders, Purchase Orders could be very long over say over 300 items.

How can we search for something within that document while staying in the document - For example specific item in the document, or specific any field in the document.

I thought the column title should have had FILTER option at least. I don't seem to find one. Is there any other way of searching for something within a large document?

Thank you.

Accepted Solutions (0)

Answers (2)

Answers (2)

Former Member
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Hi Syed Aleem......

Query using Query generator is the Best Option to retreive the data Item wise.

But if you are askinfg for finding an Item in the document which is not yet added and on add mode then you can sort it and this function is enable.

Just double click on Column and it gets sorted.....

Regards,

Rahul

Former Member
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Hi,

There is no built-in function for this. You have few options:

1. By Drag & Relate. This may not work well.

2. By query report. Using query is the fastest and reliable way to reach your goal.

Thanks,

Gordon

Former Member
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Thanks for confirming it. I also suggested to client, to export to excel or other doc and search in it as another method.

It would be nice to have a simple find like function within a doc!