Advanced Search Queries

Advanced Search Queries allow for searching by one or more conditions. Going to any Item List from the Navigation Bar will give access to that option.

Any saved Advanced Search Query can be selected from the "Select a filter" dropdown.

After a query has been selected, clicking Make Default will set that query as the default for that user and will automatically be selected the next time that Item List is opened.

Additionally, selecting Advanced Search and selecting the query from the Existing Queries dropdown will bring up the conditions the query is currently using.

Creating a New Advanced Search Query

To create a new Advanced Search Query, select Advanced Search to open the query editor.

The query builder should be read like a sentence: List the records where…. ALL/ANY of these conditions are true: <Conditions>

The ALL/ANY drop-down menu can be treated as an AND/OR statement. When ALL is selected, all subsequent conditions must be true for a record to be returned in the search results. When ANY is selected, any subsequent conditions may be true for a record to be returned in the search results.

The first drop-down in the conditions is a field selector. Any field available on the current item may be selected. Linked fields are also available to be chosen, such as Matter.Client, and if the desired field isn't available in the list, it can be added by using the Data Views settings in the Admin Tool. Instructions on using the Data Views settings can be found here.

The second drop-down is the operator (contains, equals, does not equal, etc.). Depending on the field type chosen, the operators update dynamically to provide the most relevant options. Finally, the third box represents the value that the field is being compared to. This is also dynamic depending on the field and operator chosen.

If more than one condition is needed, another can be added using the "Add a new condition" text.

Conditions can also be grouped to create more powerful queries. Selecting the icon will create a group containing the selected condition.

By default, the base search function only includes Active records. To include Inactive records in the search, create a new query and make sure the Inactive or Both option is selected next to "Include records where Active Status is".

Saving the Query

Once the query is configured, save it by selecting Save, give the query a name, and set it to "is Public" or "is Private".

Setting the query to "Is Public" means anyone can view the query. Setting the query to "Is Private" means that only the creator can view, select, or edit the query.

Editing and Deleting an Existing Query

First, select Advanced Search, then select the desired query from the Existing Queries dropdown.

To delete a query, select Options, then select Delete.

To edit a query, make changes to the conditions, select Save or Options, and click Save. Selecting Options will allow you to change the query's name and its privacy settings.

If there are any questions or issues, please contact Centerbase Support.