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Search Filters

11 Dec 2017Last updated
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Search Filters Defined

 

A Search Filter is an entity that allows users to define search criteria for Dataset Views and then use these predefined criteria in corresponding Advanced Searches, where users can run any combination of previously created and editable Search Filters. Users can also choose to display Search Filters in Navigation for easy access.


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You can view all the available Search Filters (provided you have the required permissions) at Administration > User Interface > Search Filters. You can create Search Filters from two places:

  • from the Search Filters grid in Administration (for any Dataset View) and
  • from the corresponding Advanced Search panel in applications (Dataset View specific Search Filters).

 

Creating a Search Filter from Advanced Search

To create a Search Filter from Advanced Search:

  • Go to the corresponding page (Dataset View) and click ADVANCED in its top right-hand corner.
  • In the Advanced Search panel that appears on the right, add as many conditions to the new Search Filter as you need and click Save. To add a condition, click +Conditions and select a condition from the drop-down of available options. Set up the selected condition in the box that appears. Add and set up as many conditions as you need. TIP: Conditions available for selection come from the corresponding Data Query. Only columns with the Search Display Type option set to "Yes" and the Expression option are available for selection here, in the Conditions drop-down. You can also add AND/OR groups of conditions. When done adding conditions and/or groups of conditions, click Save. Learn more about Conditions in Search Filters.
  • On the Build Search Query page that appears, add a Title, Description, and Position for the Search Filter. You may also select the checkboxes here - "Consider Parent Filters", "Show query in navigation", and "Set as default filter for navigation item" - which are pretty much self-explanatory. Click Done to save the changes and close the Edit Query view. The new Search Filter will be added to the list of Search Filters in the Advanced Search panel on the right and to the Navigation panel on the left (if you selected the Show query in navigation checkbox in the Edit Query view).


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You can run the Search Filter from both the Navigation Panel (by simply clicking its name in Navigation) or from the Advanced Search panel (by clicking the RUN QUERY button next to it).

 

Creating a Search Filter from Administration

To create a Search Filter from the Search Filters grid:

  • Go to Administration > User Interface > Search Filters and click the FAB button in the bottom right-hand corner of the grid.
  • In the New Data Query Filter dialog that appears:
    • Select the Dataset View for which you would like to create a Search Filter. Deselect the Show in Navigation checkbox if you would like the Search Filter to be hidden from the Navigation Panel; you will be able to run the Search Filter only from the Advanced Search panel for the selected Dataset View. Deselect the Consider Parent Filters checkbox if you prefer the parent filters not to be considered in the Search Filter. Select the Use as Quick Filter checkbox to create a Quick Filter.
    • In the Filters panel, click ADD ITEM.
    • In the Properties of the Selected Filter panel, specify the Name, Description, and Position for the Search Filter. Add as many conditions to the new Search Filter as you need and click Save. To add a condition, click +Conditions and select a condition from the drop-down of available options. Set up the selected condition in the box that appears. Add and set up as many conditions as you need. TIP: Conditions available for selection come from the corresponding Data Query. Only columns with the Search Display Type option set to "Yes" and the Expression option are available for selection here, in the Conditions drop-down. You can also add AND/OR groups of conditions. When done adding conditions and/or groups of conditions, click Save. Learn more about Conditions in Search Filters.
      You can add (ADD ITEM) and set up as many Search Filters (as per above instructions) as you need.
    • Click DONE to save the changes and close the dialog. The new Search Filter will be added to the list of Search Filters in the Advanced Search panel of the corresponding Dataset View, as well as to the Navigation panel (if you selected the Show query in navigation checkbox in the Search Filter creation dialog).

 

You can run the Search Filter from both the Navigation Panel (by simply clicking its name in Navigation) or from the Advanced Search panel (by clicking the RUN QUERY button next to it).

How to add an Existing Search Filter to Navigation?

To add a Search Filter to Navigation:

  • Locate an existing Search Filter and open it for edit. TIP: You can locate a previously created Search Filter at Administration > User Interface > Search Filters or in the corresponding Advanced Search panel.
  • In the Search Filter Edit dialog, select the Show in Navigation checkbox and Save the Search Filter.


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How to Use a Search Filter from Navigation?

To use a Search Filter, open the corresponding Navigation Item to display all the available Search Filters. Click the Search Filter you would like to run and view the results. The filter is applied automatically.


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How to Use a Search Filter in Advanced Search?

To use Search Filters in Advanced Search:

  • Open the corresponding Dataset View and Click ADVANCED in the top right-hand corner of the page. The Advanced Search panel that appears on the right of the screen lists all the previously created Search Filters.
  • Click the Run Query button for the Search Filter you would like to run. The results will immediately appear in the grid.
  • To run a combination of Search Filters from the Advanced Search panel: click the Attach (arrow) buttons for the Search Filters you would like to run together and then click the Run Search button.

 

Conditions in Search Filters

Expression Conditions

Advanced Users have the option to create a Search Filter based on the Expression condition, where they can provide any ASQL based query.


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Attribute-based Conditions

Depending on the type of attribute the user selects in condition picker, different options are available:

  • Date time attribute supports operators:
    • Between
    • Floating Date
    • Not Set (dates which are not defined will be matched)
    • Is Set (Dates which are defined will be matched)
  • Pickup attribute supports operators:
    • IN
    • Not IN

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  • Text attribute supports operators
    • Contains
    • Equals
    • Starts With
    • Ends With
    • Not Set (texts which are not defined or empty will be matched)
    • Is Set (texts which are defined and not empty will be matched)
  • Relation 
  • Boolean
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