Search example

In Microsoft Outlook, you receive an e-mail that references item FA-10000. You recognize that this is a SyteLine item, but you are not sure what that item is and you need to find a description of it. Select the text FA-10000 in the e-mail. Right-click and select Look up, or Alt-click on the text.

If appropriate search rules have been defined in SyteLine - in this case, for a search on the items table - then the Office application’s Research task pane displays the results of the SyteLine database search for references to FA-10000. The results include a result title (in this case the item description text for FA-10000), a result description (the item’s overview text), and a link to a SyteLine form.

If you click the link, the SyteLine Items form, filtered for FA-10000, displays in a Web browser. You can use the form to find out more information about the item.

You can also right-click in an Office document, e-mail or spreadsheet and select Look up with nothing selected. Then you enter search text directly in the Research pane.