Using The Ideas Index Window
The Ideas Index Window displays a list of all the Idea records a project owns.
You open
this
window by clicking on the Ideas Index hyperlink found at the top of every window in the software.
Each Idea record is represented by a "record entry" in the center of the window.
Searching The Index Window For Records
The primary function of this window is to make it easy for you to find a particular Idea record or set of
records quickly and easily. The best way to do this is by using the Search Panel that's below the list of
records. You enter keywords that you expect to be found somewhere in the record(s) you're searching for, and
then click on the Search hyperlink to perform the search.
The search in this image wants to find all Idea records created in January of any year.
The search will scan 247 Idea records, looking for the search words 'January' wherever they're found
in matching
records.
After the Search hyperlink is clicked, the window displays only those records that contain the search
words anywhere inside the record's fields.
In this example, only 10 of the 247 records searched were a match.
Each record entry highlights,
in light purple, where the search words were found inside the record.
It's easy to filter the set of matching records, by simply erasing the previous search words, and
replacing
them with new ones.
For example,
to see which of the matching records were created in the AM part of the day, run another search
using the
search word "AM".
After the Search hyperlink is clicked, there is now just 5 of the previous 10 records that are a
match.
Selecting A Record So You Can Perform Database Functions On It
After you've found a record you're looking for, you need to single click on it, to select it, before
you can run any of the window's database functions (such as displaying all of its linked Note
records) on that record.
If you just want to open that record in its "Editing Window" so you can make changes to its
fields, then
just double click anywhere on its record entry.
Asking A Selected Record To Display A List Of Its "Child Records" Or Linked
Computer Files:
One thing you'll often want to do with a record is display a list of its child records.
For example the selected record in this image is linked to 67 Note records.
If we wanted to display a window that shows each of those notes, and lets us search their contents,
then all you'd need to do is click on the Display Notes hyperlink, on the left hand side of the
window.
After the Display Notes hyperlink is clicked the Ideas Index Window closes and a new window, the
Idea's Notes Index Window opens and displays each of the selected idea record's notes.
The Idea's Notes Index Window lets you use search those notes in the same way you searched for Idea
records in the Ideas Index Window.