2.6 Advanced search in home view
Advanced Search in the New Home View (4.10 BETA)
The new Home View dashboard introduces Advanced Search, allowing you to filter documents and tasks with precision using custom queries.
This guide will help you understand how to build and use advanced search queries effectively.
Note:
Search and Advanced Search in the Knowledge Base are two different things. This article focuses on Advanced Search as it works in the new Home View introduced in version 4.10.
If you’re looking for info on the regular Search, check out the separate article for that. 9.3 Find Data In The Data Views Screen
What is Advanced Search?
Advanced Search lets you combine different fields, values, operators, and logic to find exactly what you’re looking for.
Use it when simple keyword searches aren’t enough—for example, when you need to find all tasks created by a specific person, in a specific location, or with a certain status.
Basic Syntax
Advanced Search uses this structure:
You can combine multiple conditions using AND, OR, and parentheses () for grouping.
Searchable Fields
You can combine multiple conditions using AND, OR, and parentheses () for grouping.
Note:
All text values must be wrapped in quotes (" "), except for pure numbers.
You can search by many fields, including:
| Field | Description | Example |
|---|---|---|
name, description |
Text in the document or task title/description | name = "Inspection Report" |
type, state |
Task/document type or current state (quoted text only) | type = "task" |
creator |
Who created the item | creator = "user@example.com" |
version |
Document or task version | version = 3 |
archived, voided |
Boolean values (true/false) |
archived = true |
contextId, dataId, taskId |
Unique identifiers | contextId = "abc-123-xyz" |
dateCreated, dateModified |
Date filters | dateCreated >= "2024-01-01" |
nameForForm, idForRootContext |
Context-related names/IDs | nameForForm = "Fire Report" |
location |
A document’s place in the hierarchy | location = "North/Zone A" |
search |
Full-text fuzzy search across all fields | search = "electrical inspection" |
value.X |
Searches specific metadata or answer values (replace X with the key name) |
value.district = "adjumani" |
Field:
type
Valid values are:
"task""activity""answer""entry""context"
Make sure to use quotes when specifying the type.
Operators
Use these to compare values:
=(equals)!=(not equal)<,>,<=,>=(numeric or date comparisons)IN(check if a value is in a list)
Logic Operators
AND– All conditions must be trueOR– At least one condition must be true()– Use parentheses to group conditions and control logic
Examples
1. Simple search:
type = “task” AND state = “new”
2. Search by metadata:
value.district = “adjumani”
3. Find by creator and context:
creator = “user.demo@email.com” AND contextId = “02cae49e-8958-4aba-a84e-08d8f11b7252”
4. Complex query with OR logic:
(type = “task” OR state = “new” ) AND (creator = “user1” OR creator = “user2”)
5. Fuzzy text search across all fields:
search = “zegeba”
💡 Tips
- Use value.someField to search inside metadata or form answers.
- Always wrap text values in quotes, like “some text” or “status”.
- Pure numbers can be written without quotes (e.g., value.count = 5).
- Use the Home View’s search bar to enter your advanced query.
FAQ
Q: Do I need to match exact text in searches?
A: No. Use the search field for fuzzy full-text matching across all fields. For exact matches, use the specific field like name = “Exact Title”.
Q: How do I search for metadata or form answers?
A: Use value.someField = “yourValue”. Replace someField with the actual metadata key or answer name.
Q: Can I search by date?
A: Yes! Use fields like dateCreated or dateModified with comparison operators: dateCreated >= “2024-01-01”
Q: How do I filter by multiple values?
A: Use IN with square brackets: value.status IN [“open”, “pending”]
Q: What if I get no results?
A: Double-check your field names, values, and quotes. If needed, simplify your query and build it up step-by-step.
Q: Can I combine multiple filters?
A: Absolutely. Use AND, OR, and () to build complex logic: (type = “task” OR type = “form”) AND creator = “john.doe@company.com”
