Flex4: Searching for an Event Folder

• Overview
• Searching from the Resource Browser
• Searching from the Projects Menu
• Adding and Editing Columns on the Event Folders Search Page

Overview

There are two ways to search for Event Folders in your Flex system that don't involve needing to locate them on your Calendar. You can use the Search tab in the Resource Browser (the left-hand section of Flex), or you can view and search for Event Folders from the Projects menu.

Searching from the Resource Browser

1. Click the Search tab in the Resource Browser.
2. Choose "Search Event Folders" from the drop-down filter.
3. Enter your search into the search bar.

There are two search options (click Search Options at the bottom of the search screen): Include Deleted and Include Closed. Choosing "Yes" for the Include Deleted option will include deleted Event Folders in your search (results will appear in red), and choosing "Yes" for the Include Closed option will include closed Event Folders in your search (results will appear in green).

Double-click any result to open the Event Folder.

Searching from the Projects Menu

1. Click Event Folders on the Projects menu.
2. Enter your search into the search bar.

This search screen includes the following features:

• A "search all" button (next to the search bar).
• An "Enter New Event Folder" button.
• A filter (located above the column headers) that allows you to type in filters or choose filters from drop-down menus.
• Preference settings (the purple cog-wheels icon) that allows you to choose which columns are visible, how many results per page, etc.
• Print / Export capabilities (PDF, Word, and Excel formats).

You can click the cog-wheel on any line to see workflow options for that Event Folder. Additionally, you can select multiple Event Folders (using the check box next to the name), and perform bulk actions by clicking the cog-wheel in the upper-right corner of the screen.

The cog-wheel in the upper-right corner of the screen also allows you to view deleted Event Folders and closed Event Folders. See the Creating an Event Folder page to learn how to undelete an Event Folder from this screen.

Adding and Editing Columns on the Event Folders Search Page

You can add or remove columns (globally) on the Event Folders page (on the Projects menu).

1. On the Projects menu, click Project Elements.
2. Double-click Event Folders.
3. Click the Search Options tab.

From the Search Options tab, you can add or remove the columns that appear on the Event Folders page. Notice how the names in the Caption column match the column names on the Event Folders page. 

To remove a column, click the X in the row of the column you want to remove, then click UPDATE.

To add a column, enter the caption name in the data entry box right above the Caption column (this will be the name of the column on the Event Folders page), then enter an expression in the data entry box right above the Expression column. The expression is a code that Flex uses to pull data from the Event Folders that are being displayed on the Event Folders page. Click the small icon next to the data entry box to launch a list of expression suggestions. If you enter a valid expression, the field will turn green. 

If the expression is invalid, the field will turn red and you will not be able to add it.

After adding the Caption and Expression, click the plus icon to add it to the list. Keep in mind that you can only have 12 columns on the Event Folders page. You can rearrange the order by clicking the far-left part of the row (8 small circles) and dragging and dropping in the order you want.