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.
Begin by completing a basic search. Active search parameters will be displayed below the search text field.
In the above picture: We are searching for Stakeholders that have been included in the "Business Owner" Stakeholder Group.
Comparing the pictures: Note that the active search parameters have not changed.
To add any additional search parameters, enter details in the search box (1) and click the magnifying glass with the + icon (2).
In this case, we are trying to refine the search to only include Stakeholder Records with a Postcode of 4005.
In the above picture: We are searching for any Stakeholders that are Both Business Owners And (2) have 4005 as their postcode.
In the above picture: We are searching for any Stakeholders that are Either Business Owners Or have 4005 as their postcode.
Clicking the And/Or button changes the nature of the search (2).
In the above picture: We are searching for any Stakeholders that are Business Owners And have 4005 as their postcode And have Newsletter as a distribution list And whose role is not a potato And has an email that ends with gmail.com.
Our Multi-Conditional Data Search allows you to layer on conditions until you find a very specific subset of data.
To remove a single search parameter, click the small cross (1) at the right of the relevant search condition.
To clear all your search parameters, click the Clear All button (2).
Changing the Entity drop-down (3) 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 have "Avengers" in their Organisation field will be displayed.
In the above example: Stakeholders which are related to the Prince Rodney Station Project will be displayed.
In the above example: Properties which are related to Events that occurred between the 1st of March to 31st of March 2020 will be displayed.
Adding multiple searches on the same related field
We can also combine this with that we learnt above about the And/Or button.
For example, we might want to find Events which are linked to Stakeholders in a few specific Organisations.
In the above example: Events that are related to Stakeholders with their Organisation as Either Avengers Or Justice League will be displayed.
Want to find out about the basics of Searching? Check out this article.