Running an Ad Hoc Search

Objective

After completing this lesson, you will be able to search for specific requests using the ad hoc search functions

What Are Ad-Hoc Queries?

Ad-hoc queries allow you to search for requests that meet specific criteria. They're great when you need a quick list of specific requests. You're able to build queries that search based on approximately 30 different data points on a request.

Examples of ad-hoc queries include:

  • All requests by a specific user.
  • All requests in a specific status.
  • All requests over or under specific monetary thresholds.

Note

Ad-hoc queries can't be saved for reuse.

Creating an Ad-Hoc Query

In this example, you need to generate a list of all requests submitted by Rick Steel that are over USD 1,000. You will build an ad-hoc query to generate your data.

Steps

  1. Select to search by the user's last name.

    Screenshot showing the selection of the Employee Last Name field.

    Select Employee Last Name in the first Find every request where dropdown.

  2. Enter the search criteria.

    Screenshot showing entry of steel in the search field.

    Type steel in the first field.

  3. Select to search by the total.

    Screenshot showing the selection of the Total Approved Amount field.

    Select Total Approved Amount in the second Find every request where dropdown.

  4. Select the operator.

    Screenshot showing the selection of the Greater Than operator.

    Select Greater Than in the second operator dropdown.

  5. Enter the search criteria.

    Screenshot showing entry of 1000 in the search field.

    Type 1000 in the second field.

  6. Run the query.

    Screenshot showing the selection of the Go button.

    Select the Go button.

    Note

    Depending on your screen resolution, you may need to use the scroll bars to the right of the query area to see the Go button.

Result

Screenshot showing the query results.

The query results are displayed.

Creating an Ad-Hoc Query

Now that you've seen the steps on creating an ad-hoc query, watch the following video for a demonstration.

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