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Searching notes field in Locations - TRIM 7.2.1.3519

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Joanna Thompson
Regular Collector

Searching notes field in Locations - TRIM 7.2.1.3519

Is there a way I can run a string-based search on the notes field for locations?  I'm sure it's something really simple, but for the life of me, I can't figure out how to do this.

Thanks in advance!

Joanna Thompson
Senior Records Management Application Analyst
Government Records Service, Corporate Information and Records Management Operations
Ministry of Finance, Government of British Columbia
6 REPLIES
EWillsey
Honored Contributor

Re: Searching notes field in Locations - TRIM 7.2.1.3519

Unfortunately no
RodgerDodger
Frequent Visitor

Re: Searching notes field in Locations - TRIM 7.2.1.3519

If you must search by notes field, you can always use print merge, import your data into an Access database table, and then search for the contents in the notes field.

 

RD

Joanna Thompson
Regular Collector

Re: Searching notes field in Locations - TRIM 7.2.1.3519

I could, but it shouldn't have to be that way, especially when my client needs an answer RIGHT NOW.  

 

If I can search on something relatively complex like find all persons that are using the same address as their default organizational association, then I should be able to run a Note Word search of the notes field of that same location. 

 

I'm thankful for the ability to run string searches, but I always seem to run across situations like this one where the data is tantalizingly out of reach from within TRIM. 

 

Oh well, thanks for responding!

Joanna Thompson
Senior Records Management Application Analyst
Government Records Service, Corporate Information and Records Management Operations
Ministry of Finance, Government of British Columbia
EWillsey
Honored Contributor

Re: Searching notes field in Locations - TRIM 7.2.1.3519

I have an excel script that can do this for you, if you're interested.

emTRIM
Member

Re: Searching notes field in Locations - TRIM 7.2.1.3519

Maybe this should be put through as an enhancement request?
RodgerDodger
Frequent Visitor

Re: Searching notes field in Locations - TRIM 7.2.1.3519

On a similar topic, we have submitted in the past an enhancement request to HP to make locations act similarly to records : prevent some users from seeing some locations and make record-like searching available.    This request was not accepted.

 

We were told that if some locations needed to be unseen and more advanced searching was necessary then we should consider making these locations actual records.

 

Food for thought.

 

RD

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