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Using the Advanced Search

Last Updated: Oct 25, 2018 04:47PM PDT

While Tailwind provides a number of methods to slice and dice the many list views that appear throughout the application – whether it's filtering on a Status, changing the Active Columns, or using the Quick Search bar – sometimes you need more. If you need to filter on multiple terms, search a date range, or use more complicated operators, Tailwind provides an Advanced Search option to help you see exactly the data you want.

(NOTE: We are currently in the process of rolling out this new, updated Advanced Search to all our lists. At the moment, only the Orders list has the updated functionality.)

 

Accessing Advanced Search

To access the search, simply click on the 'Advanced Search' button directly above the List view. This will open a panel above the list with some additional options.

 

Building a Search - Basics

An Advanced Search is built one search term at a time. To begin building your search, select the Field Name you want to search by, the Operator you want to use, and the Value you want to search for. Then click the at the end of the line to add it to the search.

For example, if you wanted to filter the Orders list to only show Orders related to a specific Customer, you would select 'Customer' as the Field Name, 'Equals' as the Operator, and then type in the customer's name as the Value (or select it from the drop-down.)

When you click the , your parameter will appear below, in the Current Search Items. You can continue to add parameters using the same method as above. The icon at the end of each line will remove it from the Current Search.

Once you have at least one item in the Current Search, clicking on the 'Search' button will run the search and filter the list accordingly. Clicking 'Clear All' will remove all the terms from the Current Search.

 

Building a Search - Operators

When you select the Field Name, an Operator will be selected by default, and most of the time you do not need to worry about changing it. However, if you are building a slightly more complicated search, different Operators can help you find the information you are looking for more easily. Each has its own specific logic.

  • Equals: Will only return data that matches the Value exactly.
  • Does Not Equal: Will exclude any data that matches the Value exactly.
  • Contains: Will return any data that contains the Value.
  • Does Not Contain: Will exclude any data that contains the Value.
  • Starts With: Will return any data that begins with the Value.
  • Greater/Less Than: Will return any data above or below the Value.
  • Between: Will return any data between the two specified Values.
 

Equals is generally used when you want to find exactly one thing, and you know what it is. Selecting Equals for a Field that is based on existing data in your system (e.g. Customers) will turn the Value field into a drop-down, so you can select from the existing options.

Contains and Starts With can be useful if you have multiple Customers, Vendors, or similar that are related by name, like several different branches of the same company.

Greater/Less Than are often used when filtering on dollar or weight amounts, but can also be used to set a start or end date for a search. Between is used mostly for specifying a date range, e.g. the month of August, or the previous year.

 

Building a Search - Enabling/Disabling Individual Parameters

All parameters in the Current Search can be temporarily turned on or off by using the toggle to the left of the terms. When you run a Search, only the terms that are toggled ON will be used. This can be useful when using a Saved Search, where a single Search can be set up to serve a number of different purposes, depending on which terms are enabled or disabled.

 

Saved Searches

If there is a set of search parameters that you find yourself using over and over, or a filtered view that might be useful to other people at your company, you can save that search so that you can easily come back to it later. To do so, start by building your search. Then, once you have the search in place, click on the 'Save Current Search' button (at the top of the Advanced Search area) and provide a name for the search.

From then on, when you open Advanced Search, you can select your search from the Saved Searches drop-down – doing so will immediately load the search terms and filter the list view automatically. Once the search has been loaded, you are free to modify the Current Search Items: you can change values, or even toggle lines on and off. These changes will not be saved by default – if you want to permanently change the saved search, you will need to repeat the save process. Using the same name will overwrite the old version of the search.

Saved searches are available across the application, for all Tailwind users in your system – this can be handy if you have multiple people working similar roles in the software who might want to use the same searches, or for quickly getting new hires up to speed.

To remove a Saved Search from the list, simply select the Search and then click the 'Delete Search' button. To clear an active Saved Search, you can click the 'Clear' button at the top of the Advanced Search, or the 'Clear All' button in the Current Search area.

 

Advanced Search and Exporting a List

Once you have applied an Advanced Search filter, it is possible to then Export the resulting data-set – allowing you to store the filtered data, or move it into another application for further analysis. To do so, start by running the search; then, once the list is showing the data you want to export, click on the 'Export' button at the bottom right of the list.

This can be a useful tool for supplementing Tailwind's existing reporting tools. We recommend naming your exported files carefully, to ensure that you do not mistake them for a complete export of the list.

 

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