Previously, we looked at how to conduct a Basic Search.
This article will build on that and show you how to really narrow your data down to increasingly specific subsets.
Multi-Conditional Data Search
The multi-conditional search feature allows you to build detailed search queries to further refine your data outputs.
The above .gif goes through a basic search, to find Stakeholders within the 'Residents' stakeholder group. It then layers on top of that search to find all Stakeholders who are in that group AND within the State of QLD.
Clicking on the Search (1) button will activate a new search, but clicking on the Refine (2) button will add a layer onto your search.
You can continue to refine your search until you get the results you're after. There is no limit to how many search layers you can have.
If you'd like to remove your search terms, you can do so in two ways:
1. You can click the x next to a particular search term to remove that specific one.
2. You can click 'Clear' which will remove all of your search terms so you can start fresh.
You can change the nature of your search by clicking the and button to change it to or.
In the above .gif, we've changed the search to show Stakeholders that are in the Resident Stakeholder group OR are in the State of QLD.
Changing the Entity drop-down will also clear all existing search parameters as you will be searching for an entirely different entity with different fields.
Finding Records related to Records of another type
The "Related to" search option allows you to search for records based on information in related records.
To find a list of Events that are related to a specific Stakeholder, first select Events as the primary search Entity, then change the field drop-down to "Related to" (2). This will reveal an extra drop-down (3) where you select the related Record type that you want to search against. Next, populate the search (4 and 5) for the related Entity and apply your search.
- The primary Entity information you want to find. In this case, Event Records.
- The field list you would normally use to narrow your Events down, but also where you can select "Related to".
- The related secondary Entity you would like to search against.
In this case, we want to narrow down our Event list based on related Stakeholder information.
- This is where you can select what aspect of the secondary Entity you want to search against. For example, I can find Events that are related to Stakeholders who belong to the "Business Owner" Stakeholder Group, Events related to Stakeholders that have the last name Tucker or Events with Stakeholders that belong to a certain Organisation.
- This is where you select the parameter you would like to search on. Example: Contains, Equal, Not Equal
A completed search using "Related to" would look something like this:
In the above example: Events which are related to Stakeholders that are in the 'Residents' Stakeholder Group will be displayed.
A popular request is to find Stakeholders that are linked to a specific Project. You would find that information in a search that looks like this:
In the above example: We are finding Stakeholders which are related to Projects which have 'Monorail' in their name.
Adding multiple searches on the same related field
Want to find out about the basics of Searching? Check out this article.