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How to use Planner CS
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Search Planner CS Support Help and Support.

This article applies to:

  • Product: Planner CS

Use the Find Field feature

Use the following steps to search for a word or phrase that appears in data-entry or calculated field names or in the help for those fields.
note
To conduct a default search of data-entry field names, enter a word or phrase in the
Find
 field on the toolbar and press
ENTER
.
  1. Open a plan.
  2. Select the
    Find Data Entry Field
     button on the toolbar, or choose
    Edit
    ,
    Find
    , then
    Field
    , in the main data-entry window. The
    Find Field
     window opens.
  3. In the
    Search Text
     field, enter a word or phrase related to the field you want to locate.
  4. In the Field Types group box, mark one or both of the following checkboxes.
    • Data Entry Fields: Planner CS searches the data-entry fields in the main data-entry window.
    • Other Fields: Planner CS searches the calculated fields and title fields in the main data-entry window.
  5. In the Matching Options group box, select one of the following options.
    • Field Names: Planner CS searches the field names in the main data-entry window.
    • Field Help: Planner CS searches the context-sensitive help associated with the field. (Context-sensitive help is accessible for certain fields by selecting the field and pressing F1.)
  6. Select the
    Find
     button. The results list appears in the
    Find Field
     window, indicating which fields contain the searched text (either in the field name or in the associated context-sensitive field help, depending on your search criteria). The context-sensitive help text for the fields in the results list appears at the bottom of the window.
  7. Select the row that contains the field for which you are searching and select the
    Go To
     button. Planner CS displays the field in which the text appears.

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