Excel integration features

To open the formulation search, follow these steps:

1. Select the Search icon , enter Formulation search, and then choose the related link.
   The Formulation Search page opens.
   The page displays search parameter fields at the top and results area below.
   The formula search provides multiple filter options to narrow your search scope.

2. On the Filters group, enter the following fields as needed:

   Field	Description
   Formulation No. Filter	Specifies a formulation number to limit the search to a single formulation. Select from existing formulations using the lookup.
   Version No. Filter	Specifies a version number to limit the search to a specific formulation version.
   Filter by Status	Turn on this toggle to enable status-based filtering.
   Status Filter	Specifies the formulation status to filter by. Available when Filter by Status toggle is turned on. The available options are: New, Certified, Under Development, Closed.

To configure search criteria, follow this step:

1. On the Search Criteria group, configure the following options:

   Field	Description
   Ingredient Search	Specifies ingredients using item number or item description. Partial description matching is supported. Separate multiple ingredients with commas.
   Ingredient Criteria	Specifies matching logic. The available options: Include at least one (OR logic), Must include all (AND logic).
   Attribute Search	Specifies attributes using attribute name from the Formulation Attribute Aggregation Setup page. Partial name matching is supported. Separate multiple attributes with commas.
   Attribute Criteria	Specifies matching logic. The available options: Include at least one (OR logic), Must include all (AND logic).

Search input examples:

Ingredient search examples:

• Single ingredient: SUGAR-001
• Multiple ingredients (OR): SUGAR-001, VANILLA, Citric Acid
• Multiple ingredients (AND): SUGAR-001, VANILLA with Must include all selected

Attribute search eamples:

• Single attribute: Protein content
• Multiple attributes (OR): Protein content, fat content, fiber
• Multiple attributes (AND): Protein content, calories with Must Include All checbox selected.

To clear search parameters, follow these steps:

1. Select Clear on the action bar.
2. The system clears all filters, search criteria, and results.
3. All search parameters return to their default values.

Search results fields:

The Results section displays the following information:

Field	Description
Formulation No.	Specifies the formulation number. Select to drill down and open the Formulation Card page.
Version No.	Specifies the formulation version number. Blank for formulation headers.
Description	Specifies the formulation or version description.
Status	Indicates the current formulation status.
Ingredient Match Count	Specifies how many of the selected ingredients were found in the formulation.
Matches All Ingredients	Specifies whether the formulation contains all specified ingredients (when using AND logic).
Attribute Match Count	Specifies how many of the selected attributes were found in the formulation properties/results.
Matches All Attributes	Specifies whether the formulation has all specified attributes (when using AND logic).

If you don't have permission to view a formulation, the system displays a warning message.