Last Revised: Written by Veloxity CRM Time Estimate: About 3 minutes to read. Version 2.0
Contents
Jump to the following sections to learn more about Defining the Search Term:
What is the Search Term?
Definition
A search term is a word, or a combination of words and characters, entered into a search engine to specify a particular thing to be searched.
How can I use a Search Term?
Creating and running a Search Term allows you to quickly find data in your system.
Where can I find the Search Term?
Navigating the Search Term
You are looking at a screenshot of Search Term Configuration in Data Designer:
Figure 1. Search Term Configuration in Data Designer.
How can I use the Search Term?
Define the Search Term
Define the Search Term by completing the following four elements:
- The Data Type to be searched.
- The Data Field on that data type to be searched (select from a pick list).
- The Comparison Operation used when searching for those values (select from a pick list).
- The Values to be searched for that data field.
Let's look at an example. How would we create a search term allowing us to see all of the Accounts with a California billing address?
Figure 2. Creating a Search Term for Accounts with a Billing State of California.
To see all of the Accounts with a California billing address, create the following search term:
- The Data Type to be searched.
- The Data Field on that data type to be searched (select from a pick list).
- The Comparison Operation used when searching for those values (select from a pick list).
- The Values to be searched for that data field.
When finished specifying search terms and selecting fields to show in search results, click Run Search.
- The results are displayed in a data table.
- You can sort and filter the table by clicking on the column headers.
- You can also export the results directly to CSV format.
How can I use the additional search configuration tools?
Figure 3. Search Term Configuration on Data Designer.
To add additional terms to a query, click Add Term. Multiple terms may be entered in this way.
- The new term will be added to the currently selected term, or group of terms, in the displayed query.
- By default, these multiple clauses are logically “and”-ed together. This may be changed by clicking the logical operator and selecting the OR comparison instead.
- A term or terms can be negated (i.e. to apply a NOT operation). Click Advanced Mode, select the term(s), then click Negate Term.
- A term can be removed. Click Advanced Mode, select the term, then click Delete Term.
Some additional usage notes:
- For text and numeric fields, multiple values can be pasted from a list created elsewhere, such as in MS Excel.
- To include all data records of a type such as all Contacts, there is an option to choose all by clicking ALL on the data field selection list. In this case, do not specify a value for the comparison operator.
- By default, comparisons are case insensitive. To make them case sensitive, select the term and click Match Case. This will apply case sensitivity to just this term of the query but not others unless likewise specified.
- Unlike quick search, wild-carding is not implicit for search values. Add either a percent sign (%) or asterisk (*) to have the search wild-carded.
How can I customize the fields to show in the search results?
After creating the search, the data fields to be displayed in the search results can be selected.
Click Choose Columns from the Search Configuration Tools to display the search data types and related data fields.
By default, the base data type will have all its fields included in Fields to Show in Search Results. Other data types will not have any fields included in the result set.
You are looking at a screenshot of Select Fields to Show for Search:
Figure 4. Selecting Fields to Show in Search Results.
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