Using Multi-Select Lookups

Multi-Select Lookups are used in various CCH Axcess modules to search for and select one or more records, such as clients or staff, and can be used to add selected records to or replace existing records in the area you are working.

Quick Selection Criteria

The Quick Selection Criteria section displays options to set criteria that will filter records. Filter criteria are the lines of instruction that control what is included and excluded from the search results.

Select a field name, operator, and value. When multiple lines are used, they are connected by And or Or, depending on the relationship between the lines. See the next section for more information about selecting an operator.

The following commands are available in this section of the window:

Component	Description
Clear All	Clears all lines of criteria.
Run	Processes the selected Quick Selection Criteria and displays the results in the Criteria Results grid.

Additional Criteria

You can enter criteria lines to add results to those already displayed or, in some modules, to replace those currently displayed. In some modules, the items displayed in the Criteria Results grid cannot be replaced. In that situation, you can enter criteria lines to add results to those displayed.

Explain the commands available in this section.

Command	Action
Add to or Replace criteria results list	Adds the results of additional criteria to the information displayed in the Criteria Results grid. Replaces the information displayed in the Criteria Results grid with the results of additional criteria. Note: Some modules do not offer the option to replace and automatically add to the criteria results.
Move Up	Moves a selected line up one line.
Move Down	Moves a selected line down one line.
Insert Line	Inserts a blank line below the selected line.
Delete Line	Deletes one or more selected lines. To select multiple lines, press and hold Ctrl while selecting the lines. Note: Blank lines are not allowed in your criteria. If there are blank lines, use Move Up to remove blank lines before clicking Run.
Clear All	Removes all lines of additional criteria.
Run	Processes your additional criteria and refreshes the information displayed in the Criteria Results grid.

Explain how to enter criteria lines.

1. Click in the ( column to enter an opening parenthesis, if needed. Click repeatedly to add up to three opening parentheses.
2. Click in the Field Name column to select a field name to evaluate.
3. Click in the Operator column to select an operator from the list.
4. Click in the Value column to enter the value used by the operator in relation to the field.
5. Click in the ) column to enter up to three closing parentheses, if needed.
6. If there are additional criteria lines, click in the And/Or column to select And or Or, depending on the relationship between the lines. And requires that both conditions are met. Or requires that either condition be met.
7. Repeat these steps for any additional criteria lines.

Show me the operators that can be used and what they do.

Operator	Description
=	Equals
<>	Does not equal
>	Is greater than
>=	Is greater than or equal to
<	Is less than
<=	Is less than or equal to
Is blank	Does not contain any information
Is not blank	Contains any information
Is	Exactly matches the value
Contains	The value exists in the field
Doesn't contain	The value does not exist in the field
Like	Allows wildcards in the value. % matches 0 or any number of characters. _ matches exactly one character Example: Name Like _ _GA% Produces: All names where GA is in the third and fourth positions of the name, regardless of the length of the name.
Starts with	The first numbers or characters in the field match the value
Ends with	The last numbers or characters in the field match the value
Doesn't start with	The first numbers or characters in the field do not match the value
Doesn't end with	The last numbers or characters in the field do not match the value

Criteria Results

The Criteria Results section displays the results of the criteria specified in the Quick Selection Criteria and Additional Criteria sections. The check box in the header row selects or clears all displayed items. Use the check boxes to the left of each row to individually select or clear items in the grid.

After you have made your selections, do any of the following:

• Click Add Results to add the selected items in the Criteria Results grid to the items in the module or function you were using when you accessed the Multi-Select window.
• Click Replace All to replace items in the module or function you were using with the selected items in the Criteria Results grid.
• Click Cancel to discard any records in the Criteria Results grid.