Advanced Search and Filtering Techniques in ESM
Advanced strategies for maximizing your use of advanced search and filtering features
Advanced Search and Filtering Techniques in ESM
Advanced strategies for maximizing your use of advanced search and filtering features
Searching
Email Address Searching
For email searches, you should use the complete email address (for example, firstname.lastname@company.com), as partial searches are not supported.
URL Searching
Search for web addresses without including "http://" or "https://".
Date and Time Field Searching
Enter the full date or date and time for these searches.
Multiple Template Searches
Modify a list view to include multiple templates via the Settings filter. Use Conditions to narrow results. Shared fields across templates are in bold and show which templates they belong to when hovered over with the cursor.
Conditions
Using Conditions to Filter Searches
Click the Conditions button to specify search details like:
- Field selection
- Condition type (
like, not like, equal to, etc.) - Search key entry
- Adding more conditions if needed
- Updating the view to see results
Conditions are saved with the view and must match a selected template under Settings.
Open Conditions
Create open conditions for static or referenced fields using "equal to" with "All" as the search key.
This allows a dropdown menu to appear with all available values.
Combining Conditions
Use "AND" and "OR" to combine conditions for more specific searches. If using both, add new conditions to manage complex searches.
Using Date Macros
Date macros are useful for time-relative searches, like "now", "start_month", "end_year", etc. You can adjust these with an added integer (e.g., "now+2w" for two weeks from now).
| Macro | Meaning |
|---|---|
now |
Current day (dd.MM.YYYY) or moment (dd.MM.yyyy hh:mm). |
start_day |
Beginning of the current day. |
start_week |
First day of the current week. |
start_month |
First day of the current month. |
start_quarter |
First day of the current quarter. |
start_half |
First day of the current half-year. |
start_year |
First day of the current year. |
end_day |
The end of the current day. |
end_week |
Last day of the current week. |
end_month |
Last day of the current month. |
end_quarter |
Last day of the current quarter. |
end_half |
Last day of the current half-year. |
end_year |
Last day of the current year. |
Additionally, when using the macros, you can include an integer at the end of the string as follows: ±nx, where the symbol x may be any of the characters listed in a table below:
| Character x | Meaning |
|---|---|
y |
Year |
M |
Month |
d |
Day |
h |
Hour |
m |
Minute |
s |
Second |
w |
Week |
User Macros in Searches
User macros help in creating views that list data related to the logged-in user. These macros consider user ID or data card information and are case insensitive. Always use the like, not like condition setting.
| Macro | Meaning |
|---|---|
#userId# |
User ID |
#userName# |
Name of user’s data card (user ID if name is missing), |
#user# |
User’s data card, |
#user:code:code# |
Field in user’s data card, |
Comparing Fields on a Data Card
You can compare two fields directly on a data card to filter your search results.
Comparing Fields to Referrers
Use this to compare a field's value to the number of referred data cards related to it.
Referrer Count Searches
To find data cards with a specific number of referrals, use the Number of referrers option and set your desired threshold.
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