.. image:: ../img/tile_user_management.png :align: right .. index:: !Searching Users .. _Searching Users: Search Data ================================================================================ :ref:`searchV2`: - :ref:`fulltext search` - :ref:`fulltext samples` - :ref:`field search` .. important:: The search in Feeder 2 is **case-insensitive** and supports a **full-text search**! -------------------------------------------------------------------------------- :ref:`searchV1`: - :ref:`regular search` - :ref:`search and filter` - :ref:`reference search` - :ref:`date search` .. important:: The search in Feeder 1 is **case-sensitive** and **column based!** -------------------------------------------------------------------------------- .. _searchV2: The Search in Feeder 2 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ With :ref:`v2.0`, a new search approach is available allowing a **case-insensitive** search. .. _fulltext search: Enabling the Full-Text Search ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ How to: - Please enable the :ref:`Full-Text Search ` flag in the attribute configuration - Please do so for all the fields in the :ref:`Global View of Fields` that you want to be available |imageV201| -------------------------------------------------------------------------------- .. _fulltext samples: Examples (Full-Text Search) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ In the following example, the following fields were flagged: Lastname, Firstname, Email - The search string can be entered in any capital or lower case spelling - The Feeder will search all 3 columns and return the results view - In this case, all e-mail addresses are returned with a domain name 'outlook.com' |imageV202| -------------------------------------------------------------------------------- In the second example, the following fields were flagged: Lastname, Firstname, Email, UserID - The Feeder will return all firstnames and lastnames that contain 'li' |imageV202b| -------------------------------------------------------------------------------- .. _field search: Searching in Particular Fields ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ With Feeder 2, the column-based approach of searching can no longer be applied. Now there is a new way how to search and find non-flagged fields. How to: - type the field name (system name or label) - add a colon **:** - type the value (not the label) - hit ``Enter`` or click on the magnifier icon |imageV203| -------------------------------------------------------------------------------- .. hint:: Add another column to your search using a **&** |imageV204| -------------------------------------------------------------------------------- .. hint:: When working in the record, the particular search of a manager can also be done |imageV205| -------------------------------------------------------------------------------- .. _searchV1: The Search in Feeder 1 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ This search approach is true for all Feeder instances up to :ref:`v1.13`. .. _regular search: Searching regular text fields ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |image0| |image1| -------------------------------------------------------------------------------- .. case search: Case-Sensitive Search ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |image2b| -------------------------------------------------------------------------------- .. _snippet search: Searching Snippets ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |image2| -------------------------------------------------------------------------------- .. _snippet export: Snippet Copy to Exports (regular expressions) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |image2a| -------------------------------------------------------------------------------- .. _column search: Column-Based Search ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |image3| -------------------------------------------------------------------------------- .. _search and filter: Combination of Filters and Search Arguments ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ .. important:: Be very careful when you use a filter and the search at the same time! (Filter Knowledge Recap) Filtering On the Standard View ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |image7| |image7b| -------------------------------------------------------------------------------- Filtering On A New/ Different/ Custom View ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |image8| |image8b| -------------------------------------------------------------------------------- Filtering with No Criteria but Custom View ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ For us to view the Manager and Hiredate fields. |image7c| |image7cc| -------------------------------------------------------------------------------- Combining a Filter/ Custom View with a Search Argument ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |image7d| -------------------------------------------------------------------------------- Accidently Searching On an Active Filter with Different View ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |image7e| -------------------------------------------------------------------------------- .. _reference search: Searching Reference fields (e.g. Manager) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ .. important:: It is important to search for the :ref:`value attribute ` that is set in the field configuration. It is the value that is stored in the database as compared to the **search attributes**. Therefore it is a best practice, to have it as a display attribute too! |image9| |image9b| |image9c| -------------------------------------------------------------------------------- .. _date search: Searching in Date Fields ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ .. important:: Unfortunately this is not possible. Please use the filter functionality. .. |imageV201| image:: ../img/user-mgmt/s2_flag.png .. |imageV202| image:: ../img/user-mgmt/s2_outlook.png .. |imageV202b| image:: ../img/user-mgmt/s2_li.png .. |imageV203| image:: ../img/user-mgmt/s2_city.png .. |imageV204| image:: ../img/user-mgmt/s2_city_plus.png .. |imageV205| image:: ../img/user-mgmt/s2_referencefield.png .. |image0| image:: ../img/user-mgmt/search0.png .. |image1| image:: ../img/user-mgmt/search1.png .. |image2| image:: ../img/user-mgmt/search2.png .. |image2a| image:: ../img/user-mgmt/search2a.png .. |image2b| image:: ../img/user-mgmt/search2b.png .. |image3| image:: ../img/user-mgmt/search3.png .. |image7| image:: ../img/user-mgmt/search7.png .. |image7b| image:: ../img/user-mgmt/search7b.png .. |image8| image:: ../img/user-mgmt/search8.png .. |image8b| image:: ../img/user-mgmt/search8b.png .. |image7c| image:: ../img/user-mgmt/search7c.png .. |image7cc| image:: ../img/user-mgmt/search7cc.png .. |image7d| image:: ../img/user-mgmt/search7d.png .. |image7e| image:: ../img/user-mgmt/search7e.png .. |image9| image:: ../img/user-mgmt/search9.png .. |image9b| image:: ../img/user-mgmt/search9b.png .. |image9c| image:: ../img/user-mgmt/search9c.png