Greentree standard search fields can be identified visually by a magnifying glass graphic located on the side of the search field:
Click the magnifying glass to display a list of items that can be selected for entry into the field (F9 will also display the list). Arrow keys and page up/down can be used to scroll within the list, and Enter or clicking the mouse will select the item to return it to the field. These field types are primarily used for returning masterfles to a form, e.g. customers, accounts, items, etc.
Date-specific search fields (where a date is required to be populated into a form field) can be identified by the presence of a calendar icon in the field:
Click the calendar icon to display a calendar enabling you to select a date instead of having to enter one manually (F9 will also display the calendar).
The calendar appears as follows:
The double arrows allow you to move backwards and forwards through the years, and the single arrows allow you to move backwards and forwards through months within the selected year. The current day will be highlighted when the drop-down first appears for a blank field. Double click or press Enter on the selected date to return it to the field.
**Note - you will not be able to view the calendar for date fields that are read-only.
The search fields outlined above differ from standard selection fields, which are identified with a down arrow icon the following way:
A field of this nature indicates that you can select field contact from a pre-defined drop-down list.
Generic Masterfile Advanced Search Feature
An advanced search feature is available with maintenance programs for the following modules:
- General Ledger
- Accounts Receivable
- Accounts Payable
- Inventory
- Job Cost
- Fixed Assets
The feature provides detailed search options enabling masterfile records to be found easily based on user-defined criteria. To use the feature, click on binocular icon positioned on the masterfile toolbar, i.e. 
You may also press the F4 function key (Greentree standard function key mapping) to activate an Advanced Search. When the advanced search is activated, the form will populate with search criteria relevant to the masterfile.
The Inventory Advanced Search form is displayed below as an example:
1. Search Criteria Groupbox
This section of the form layout presents the properties of the "object" (in the example above, this is an inventory form) you are able to search for. The most likely search filters are displayed on the form as a default, for example “code” or “location”. You may click on the More or Less buttons to add / remove your own specific search criteria if desired. This will give you access to additional criteria associated with the masterfile, not sown on the form as a default.
2. Selecting Tree Branches
You may select a masterfile tree for inclusion in the advanced search criteria. This is a three step process.
(a) Click the More button and select the relevant tree from the drop-down list of properties. For example:
When a tree has been selected, a Select tree branches button will display on the search form.
(b) Select the criteria that are appropriate for the query. There are two available options:
- Is in one or more branches
- Is not in one or more branches
(c) Click the Select tree branches button to select the tree branch or branches that you want to apply. A form displaying the tree structure and branches for the selected tree will display. For example:
Place a tick in the box next to the branch or branches you want to select, and press OK.
3. Selecting User Defined Fields
You may search using user-defined fields, if they have been set up for the masterfiles you are searching for. When you press the More button, user-defined fields will display in the bottom of the drop-down list. The search criteria that can be applied to user-defined fields will depend on the nature of the field.
4. Apply the Search Criteria
Click the Search Now button to apply the search criteria. Results will appear in the Search results table at the base of the search form. If you want to select a masterfile to return to the original form from which the search was activated, double-click on the relevant line in the search results table. If the option to Close search form on selection is ticked, the advanced search form will automatically close when you do this. If the option is false, the advanced search form will remain displayed so that you can re-select another masterfile to supersede the current selection if required.
Searching within a Clever Table
Right click on the dark grey header row and select Set Selection Criteria.
Use the drop down lists outline the criteria with which you would like to filter the information within the clever table. Click on the More button to add up to seven additional filters and ensure you have chosen correctly between the Match any of the following or Match all of the following radio buttons.
Press the Select button on the right hand side to perform the search.
To remove the filter(s), right-click on the dark grey header row and select Clear Selection Criteria.
Advanced Search & Query Features
The following features allow you to find data based on specific user-defined requirements, and provide great flexibility in terms of enabling access to a number of class properties, such as data collections, attributes, references, etc. to use as search query filters. These tools will be used primarily by users with a more technical understanding of Greentree.
They include:
Greentree Explorer - To use the feature, click on the torch icon positioned on the masterfile toolbar.
Greentree Inspection Tool - To use the feature, click on the green squares icon positioned on the masterfile toolbar.
Jade Query - This feature is accessed via the System/Utilities menu.
