Difference between revisions of "Advanced Search"

Revision as of 13:03, 12 October 2017

Advanced Search Overview

SmartSimple contains search functionality for records at all levels.

On any given search panel, click on the option "Advanced Search" to access the Advanced Search panel.

To toggle back to the quick search panel, click on the the X at the top right of the Advanced Search panel.

Select Type and Status

When using Advanced Search in UTAs you can filter by the statuses and type of the object you wish to display.

When using Advanced Search for Users you can filter by the statuses and roles of the user you wish to display.

When using Advanced Search for Organizations you can filter by the statuses and categories of the organization you wish to display.

If all case the Types, Roles, Categories and Statuses search options exist as drop-downs at the top of the Advanced Search option and have the following options:

• All: will return all objects regardless of the Type, Role, Category or Status they have
• No option: will only return those objects without an assigned Type, Role, Category or Status
• Individual options: will only return those objects with the specific selected Type, Role, Category or Status

Search options

When using Advanced Search there are 5 fields that allow you to run a search.

1. Operators: drop-down displaying the Boolean operators used to narrow focus of the search.

• AND indicates that results must contain all words or phrases being searched.
• NOT indicates that results should not contain the words or phrases being searched.
• OR indicates that results may contain any of the words or phrases being searched.

2. Field Type: drop-down displaying the types of fields that can be searched against. This includes options such as:

• Common Fields - those fields common to all records of a particular entity type
• Type specific fields - those fields that are specific to a UTA Type, User Role or Organization Category
• Fields from other objects - UTA searches allows searching of fields that are from associated users and organizations or from parent records; User searches allows searching of fields that are from parent organizations

3. Fields: drop-down displaying the fields that can be searched against. Fields listed here are based on he selected Field Type as well as some filter options.

4. Comparison operators: drop-down displaying comparison operators used to match field with search criteria.

5. Search criteria: field to enter the value to be searched for.

Fields from other objects

The Advanced Search feature for UTAs not only includes the ability to search for fields found in the UTA itself, but also those fields that are from associated users and organizations.

The options were added to the Field Type field. The following associated objects are available:

• The organization connected to the record.
• The branch connected to the record.
• The external person connected to the record.
• The internal person connected to the record.

Illustrated is the Field Type dropdown option in the Advanced Search with some associated objects displayed (above).'

The Advanced Search feature for UTAs also includes the ability to search for fields found in the parent record. So if searching for a Level 2 record then you will have option against Level 1 fields.

The Advanced Search feature for Users also includes the ability to search for fields found in the parent Organization.

Dynamic List View Filtering

The ability to filter searches based on UTA role. The following search options exist in UTA searches:

• My Level 1 - Owner
• My Level 1 - Person
• My Level 1 - Assigned in Role
• My Level 1 - Assigned in Companies
• My Level 1 - Assigned in Companies with Role
• Contacts Assigned in Role
• Companies Assigned in Role
• My Level 2 / Level 3 - Owner
• My Level 2 / Level 3 - Assigned in Role

Illustrated is the field dropdown option in the Advanced Search with the new Level 1 filters included (above).

Multiple search criteria

Advanced Search enables quick and easy input of multiple search criteria including AND, OR and NOT operators.

Multiple criteria can be specified for searches, by clicking on the Add Criteria button at the bottom of the Advanced Search section.

If searching for internal contacts in a list that includes:

• Adam Smith
• Bob Smith
• Cathy Jones, and
• David Williams

...the below set of search criteria will return a list of Adam Smith and Cathy Jones, but not Bob Smith.

Once selected, a set of criteria can be saved in the system as a filter, that can be re-applied later using the "Saved Filter" drop-down.

Click on the X for any row to remove that criteria from the search options.

Searching Dates

When using the Advanced Search to search a date field (both Standard or Custom fields) then the user is presented with a different series of search options to match against:

• On - returns records that have a date value in the selected field that matches exactly the date entered in the Search Term field.
• On or Before - returns records that have a date value in the selected field that either exactly matches or falls before the date entered in the Search Term field.
• On or After - returns records that have a date value in the selected field that either exactly matches or falls after the date entered in the Search Term field.
• Is empty - returns records that have no value in the selected field.
• Last Year - returns records that have a date value in the selected field of the previous year from the current year.
• This Year - returns records that have a date value in the selected field of the current year.

Saved Searches

Your last five searches will automatically be saved under the "Last Searches" heading, when you open the dropdown under the "Apply Filter" setting:

See Also

• Basic Search