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Matrix42 Self-Service Help Center

Search in UUX

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Overview

This page describes the provided by default search options of the Matrix42 platform and outlines their configuration.

Global Search

The Global Search is placed in the easy-to-reach header part of the website, next to the application's icon:

Classic look 

gl_search_icon.png

New look

clipboard_ea156c47e6edf9ad8a5144bb5bd67f980.png

 The New look design allows for the integration of the Hamlet AI Search Engine to enable AI-powered search.

clipboard_ee4a797a7b32d0672a9a0a97cdba9564c.png

The Global Search is an application-specific keyword search performed among all the objects from all the selected areas. If none of the areas is selected, the search is conducted in all existing contexts.

Depending on the Application configuration, Global Search can be replaced with the Unified Search Experience. 

Global Search performs search in all area of the application, thus it's available from the homepage of the application:

Classic look

global_search_new_ui1.png

New look

clipboard_e9cb3b8ea129c593fa6cb8c773f6892d0.png

New Look with Hamlet AI

clipboard_e6cceae7c72fadd5093740cb1867b37d9.png

The Search area is pre-selected if the search is run on a corresponding page, for instance, when the search bar is opened on Incidents → My → Open this area is selected as a filter by default:

global_search_filter1.png

To run the Global Search, clear the search filters and enter at least 3 characters in the search field:

Classic look

global_search_results1.png

New look

clipboard_e036435ad743dccad9183e243b9e40618.png

If available, the search results are grouped by the areas that have relevant results. 

The search is case insensitive.

To run filtered search, enter the keywords, choose the necessary search areas and click Search:

Classic look - 

global_search_select_filters1.png

New look - 

clipboard_ed38c811336551a1ad5e951b4034d8730.png

Selected areas are shown in the search filters and results show only those areas that have relevant results:

Classic look - 

global_search_filters_result1.png

New Look -

clipboard_e60ab3445f487e40ba51c02cc8afd6273.png

Global Search Settings

Each of the global search areas is a navigation item that is present in the current application and appropriately configured. To change the search areas to the Global Search edit the Present in Global Search Context List property of the corresponding Navigation Item.

Search Text

The Search Text field is available in the Dataset View and Grids. This field and is located at the top of the grid:

search_text.png

This field searches for results in all columns of the grid that are included in the keyword search. 

Search Text Settings

To change the settings edit the Use in keyword search property of the Data Query that is used by your Dataset View or Grid:

search_text_settings.png

If, however, the Use in keyword search checkbox is cleared for all the Columns that are part of the Data Query, the keyword search is conducted in all Columns of the Data Query that have a string data type. 
The columns that are used in keyword search are marked with the lookup.png lookup icon. Open the grid → click Screen Shot 2021-02-18 at 4.43.39 PM.png settings icon → see Columns section:

used_in_search_colunms.png

Column Search

The Column Search is available in the Dataset View and Grids. 

  1. Filter: to filter the grid by column, type a keyword into the column-specific search field to view only matching results in the grid. The filtered column is added to the Filtered by area on top of the grid and the grid includes only those results that match all criteria enumerated in the Filtered by area of the grid.
  2. Sorting: click a field name in the grid to filter it by column:
    • a-z: an upward-facing arrow will appear next to the column name; click the field name again to reverse the sorting filter;
    • z-a: downward-facing arrow; click the field name again to remove the alphabetic sorting filter and see the default view of the results in the grid.

search_column.png 

The sorting option in the column depends on the Data Query settings. For more details, see Data Query: Search & Sorting section.

Column search depends on the column data type and each column includes relevant filtering criteria, for instance, the time period for dates, checkbox list for a pickup, true/false for boolean, etc. Click the lookup icon under the column name to see a list of available options. 

Text filtering criteria

The column with the text search additionally has various filtering criteria:

  • Contains
  • Not contains
  • Equals
  • Not equals
  • Starts With 
  • Ends With
  • Is set: the field is not empty;
  • Not set: the field is empty;
  • Contains All Words: enumerate the search keywords or phrases using spaces. Any punctuation marks like a comma, semi-colon, etc. between the words are ignored. The search is case insensitive. The results include all entries that have each of the entered keywords in the column, despite their order in the search query:
    search all words.png
  • Contains Any Word: similar to the previous criteria, enumerate the search keywords or phrases using spaces. Any punctuation marks like a comma, semi-colon, etc. between the words are ignored. The search is case insensitive. The results include all entries that have at least one of the entered keywords in the column, despite their order in the search query.
  • Does Not Contain Any Word: enumerate the search keywords or phrases using spaces. Any punctuation marks like a comma, semi-colon, etc. between the words are ignored. The search is case insensitive. The results exclude all entries that have at least one of the entered keywords, despite their order in the search query.

Text search is limited to maximum 50 words per text filtering criteria. To change the restriction, adjust the following value in the config.json file:

"maxWordsPerCondition": 50,

For DWP v.11.0.1 and higher, the number of search words can be changed by the Administrator in the Administration application → Settings → Frontend Settings → Max Words Per Condition property.

Clear Filters

ClearFilters.jpg

  1. To clear ALL the applied filters, click CLEAR FILTERS above the grid.
  2. To clear any of the filters, click x next to this filter. 
  3. To clear the filtering search field, click x to the right of it. 

Symbols in Keyword Search for Partial Matches

Use the % symbol to replace zero, one, or multiple characters in the keyword search and search for partial matches:

%search.jpg

The _ underscore symbol represents one, single character in the search.

This symbol can be used in the Global Search, Search Text field, and Column Search options.

Advanced Search

Advanced Search is available in the header of the Dataset View:

search_advanced_search.png

For more information about Advanced Search configuration and usage see Search Filters page.

Query Filter

If configured, Query Filter is available in the header of the Dataset View:

search_search_filters.png

For more information about Query Filter configuration and usage see Search Filters page.

Grouping

Grouping is available only for columns of the Dataset View.

Click the clipboard_e199857b97d27db0acc6dcc3e639341e1.png icon in the heading row of the grid to group rows that have the same values into summary rows:

group_by.png

Paging

Paging or pagination number is assigned automatically based on the number of Items per page.

Click View options at the top of the grid to configure paging and other options:

  • Items per page: the property defines how many rows are displayed on one page of the grid. Available options:  
    • 10
    • 20
    • 50 (default)
    • 100
    • 200
      For DWP v.11.0.1 and higher, available and default options can be changed by the Administrator in the Administration application → Settings → Frontend Settings section, see Data Source Page Size for default number of items per page and Data Source Page Sizes property for a list of available options.
  • Row Style: allows changing the spacing between rows within the page to view your data with the amount of spacing you prefer. Available options:
    • High
    • Normal (default)
    • Low
  • Zebra Stripes: is enabled by default and is also known as candy striping or half-shadow is the application of faint shading to alternate lines or rows in the grid. 
  • Columns: defines which columns are displayed in the grid by default.

paging.png