How to set up Advanced Search

Overview

This article explains the process to set up an Advanced Search, which can be used to search for particular assets with more complex logic. The logical operators that can be applied to the advanced search are "AND", "OR", "XOR".

 


Solution

  1. On TSWeb, under the Search field, click on More Searches and select Advanced Search…

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  2. Enter the information for your first filter.
    1. Select the field you are interested to add as criteria on the Field drop-down (In this example, we use the Group field).
    2. Select the operator from the Operator drop-down (In this example, we use the Is operator).
    3. Enter the filter value from the Value field. (In this example, we use the Group 1 value).

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      Note: In case you are interested in adding additional filters for your search, click on the “Add Criteria” button. Select the field, operator, and value as you did in the previous step. (We use Field: Manager, Operator: Is, Value: Manager).

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      You can repeat this step as many times as needed depending on what you are trying to achieve.

  3. Complete the options for the next search criteria
    1. For both criteria to be met, click the And radio button, otherwise, click the Or radio button for only one-or-the-other criteria to be met.

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    2. If you would like to add parentheses, to use nested logic, click and drag in the left margin.

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    3. To reorder the search criteria, click and drag the right-side handles (This action will remove any parentheses you have added).

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    4. To remove a search criteria, click the X button, right next to it.

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      Keep in mind that the way logical operators work is that AND operators will always be processed before OR or XOR operators, this means, if you have a format such as "A AND (B OR C)", the search will only do A AND B then OR C, to get the desired result you will need to do two searches or distribute the AND to be A AND B OR A AND C.

      Here are a few examples:

       
      Search logic
      Creates the following Search(es)
      (A AND B) OR C
      Search 1: A and B or C
      (This is possible in a single search because ANDs are always processed before ORs.)
      A AND (B OR C)
      Search 1: B or C
      Search 2: A and Search 1
      (If B and C are the same type of filter, you can combine them into a single has any filter.)
      (A OR B) AND (C OR D)
      Search 1: A or B
      Search 2: C or D
      Search 3: Search 1 and Search 2
      (A AND B OR (C AND D)) XOR ((E OR F) AND G)
      Search 1: A and B or C and D
      Search 2: E or F
      Search 3: Search 1 or Search 2 and G
  4. Click on the Search button.

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  5. After clicking on the Search button, the results will meet your criteria.
    Note: You can still modify this advanced search by repeating these steps.

After you are satisfied with the results, you have the option to save your search to use in the future. by following these steps:

  1. Click on the Edit button.
  2. Enter a name for your search on the Save Current Search As field.
  3. Click on the Save button.

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Note: If you do not see the Edit button it is probably because you are not an administrator and this option is not available for non-administrator users by default. You can enable this option for non-administrators by following the steps in the Enabling Users to Create Private Advanced Searches article.

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