Search name/code
The Search Name/Code page finds every place in your installation’s set-up where a word, a code or a piece of text is used: in reports, event and data definitions, workflow actions, validations, forms, message templates, integrations and saved filters. Use it before you rename or remove a data field, an event or a code, to see what refers to it.
To open it, select Admin > SysAdmin Pages > Search Name/Code. Only system administrators can open it.
Search
Section titled “Search”- Type the text in the search box, up to 100 characters, for example a data field’s code or part of an expression.
- Press Enter.
TrakIT says Matches Found: with the number of matches, or No matches found. The text is
matched anywhere in the item, in upper or lower case alike. Characters such as %, _ and [ are
searched for as they are, not as wildcards.
Above the results, the page shows how many it found. Each row is one match:
| Column | Shows |
|---|---|
| Source | The kind of item the text was found in, for example Query Report or Data Action. See below. |
| Name | The item, or the workflow it belongs to. |
| Sub | More about where it is: for example the event or data field, the filter or column title, or the user. |
| Match | The text around the match, shortened to one line. |
The rows are sorted by Source, then Name. Select a row to open the page where the item is set up, in a new tab.
What the search looks in
Section titled “What the search looks in”| Source | Looks in | The row opens |
|---|---|---|
| Advanced Report Filter | The filters of advanced reports and of their subscriptions: the filter and its title. Name is the report, with the subscription for a subscription filter. A filter whose report was deleted shows (orphaned - report deleted). | The advanced report. |
| Advanced Report Column | The columns of advanced reports: the field expression, the title and the colour expression. | The advanced report. |
| Query Report, Query Report Parameter | The query, title, description, colours and column formats of query reports, and the names, values and item lists of their parameters. | The query report’s set-up. |
| Event Name/Code, Data Name/Code | The names and codes of the events and data fields of each workflow. Name is the workflow. | The event or data field. See Event and data definitions. |
| Event Validate Expression, Data Validate Expression | The validation expressions of events and data fields. | The event or data field. |
| Computed Field, Item List | The expression of computed data fields, and the item lists of list fields. | The data field. |
| Event Action, Data Action | The recipient lists of the actions of events and data fields. | The event or data field. |
| Event Action Condition, Data Action Condition | The conditions of those actions, and their remarks. | The event or data field. |
| Event Action Message, Data Action Message | The message, subject, document name pattern, title and API or FTP content of those actions. | The event or data field. |
| Validation/Actions | The SQL and title of validations and actions. | Validations & actions. |
| Workflow Component | The requirement codes of workflow components. Name is the workflow. | Compare workflows. |
| Corridor Finance | The default expressions of a workflow’s finance settings. | Compare workflows. |
| Form | The name, content, header, footer and filter of forms. Name is the kind of form, such as Invoice or WorkOrder. | The form. |
| Message Template | The text and name of message templates. | Master tables. |
| User WO Filter | The work order filter on a user’s record. Name is the user and Sub the user ID. | The user. |
| Saved User Filter | The filters and settings users have saved on lists. Name is the setting’s code and Sub the user ID. | The user. |
| Integration | The request body template, title and code of integrations. Their authentication settings are not searched. | The Integrations page. |
Some of the items found are kept by TrakIT Support, for example query reports, email forms, custom columns, SQL filters and scheduled SQL scripts. Their rows open pages that only TrakIT Support can use.
Who can use this page
Section titled “Who can use this page”Only system administrators can use this page. It checks that you are one, rather than a permission in your roles: other users who open it see Authorization Failed. The SysAdmin Pages menu is shown to system administrators only; see SysAdmin pages.
Each page that a row opens checks your permissions as usual.