Difficulty: starter
Content
Learning Objectives
After reading this article, you’ll be able to:
Use standard/ advanced search and propertly use all filter operators
Make effective use of the
Running a standard search, generally only open objects (this can be changed in your personal settings) are searched. When using advanced search, usually all objects are included (unless configured otherwise).
How to search on a search(view) page?
type a keyword and;
click on ‘Search’ or press <enter>;
you can also specify/ change the standard search to:
include closed objects (only open = no);
change the find method;
change the search method.
Advanced search
Advanced search is used to filter on specific fields. You can open the advanced search option by clicking on the dropdown arrow to the right of the standard keyword search box.
An advanced filter page could for example look like this.
Search operators
Depending of the field type, certain operators will be available.
Method/ operator | Description |
|---|---|
= | equal to |
= (exact) | equal to, excluding child objects 1 |
<> | unequal to |
< | smaller than |
<= | smaller or equal to |
> | larger than |
>= | larger or equal to |
Contains | searched field contains a specific word |
Not contains | searched field not contains a specific word |
Starts | text in searched field starts with… |
Ends | tesearched field ends with… |
Matches | exact match |
Empty | the searched field should be empty (used for both text and date fields) |
Not empty | the searched field should NOT be empty (used for both text and date fields) |
1. Using this operator is only relevant for fields/ objects that have a hierarchy. For example: problem types have a hierarchical structure. When using the operator ‘=’ the results for the sub problem types are also includes. When using the operator '=(exact)' only the results of the selected parent problem type are includes in the search result.
Search results
After executing a search, you end up on a result page. The handy tips & tricks below apply for all result pages: e.g. standard search, advances search, report results, includes, and dashboards.
Hyperlinks
A hyperlink allows you to open an object. Hyperlinks can easily be recognised as they will often have a deviating color. Also, when hovering over it, it will get underlined.
Filter box
In some cases a filter box is availble on the top right of the result page (see blue box in the screenshot). This can be used to quickly search the results.
Sorting and switching colums
You can press a column header to resort the results from A-Z or 1-9. Pressing it a second time will reverse the order.
By dragging- and dropping a column you can change the display order of the results.
Changed made will NOT be remember the next time you navigate to the page.
Summary
Exercise
- Use the advanced search to find your own contact.
- Drag- and drop the columns to change the display order of the colums.
Next article
Link to next article (if any) > ask Gilles
Search