Working with Advanced Search Filter Options

Advanced search provides additional operators for filtering the records.

Operators for the String values - For example, First Name

  • equals: results are an exact match of the search value
  • not: results exclude the exact match of the search value
  • exists: results have a value in that field
  • full text: results contain any of the search terms (for example: term1 term2) somewhere in the field.
    Note: A term must exist in the field and multiple terms can be separated by spaces or special characters.
  • has all: results for multiple values from the same attribute based on AND operation
  • missing value: results have no value for that field
  • starts with: results start with the search value
  • count equals: the number of nested attribute identifiers equals the search value. See the example given below.
  • count not equal: the number of nested attribute identifiers that is not equal to the search value
  • count less: the number of nested attribute identifiers that is less than the search value
  • count less or equal: the number of nested attribute identifiers that is less than or equal to the search value
  • count greater: the number of nested attribute identifiers that is greater than the search value
  • count greater or equal: the number of nested attribute identifiers that is greater than or equal to the search value
  • count in range: the number of nested attribute identifiers that is greater than the minimum and less than the maximum search value
  • in file: file-based search: results have any one of the search values taken from a file.
    When doing a file-based search, there is a limit on the number of values that can be returned from one file. The current limit is 5,000. If you do a search that would return more than 5,000 values, an error message is displayed.
    Note: Limitation for supported file size is 5000 values. Before selecting a file, make sure that the number of rows in the file does not exceed 5000.
  • not in file: results exclude any one of the search values taken from a file
  • contains: results include all records that have the specified search value

The count comparisons are relevant only if there are nested attributes. The count is the number of those nested attributes within that entity that meet the search criterion.

Example using the equals operator:

  • HCP has nested attributes identifiers, and a search returns 5 HCP. Out of these 5 HCP, only one has two identifiers.
  • If the search is select count = 2, then the search will return one record.

Operators for the Date values

  • On - results match the specified date
  • Before - results contain all records prior to the specified date
  • After - results contain all records after the specified date
  • Within - results include records within the specified date range

Operators for the Integer/Numeric values

  • Less than - results include records with values lesser than the specified value
  • Less than or equal - results include records with values lesser than or matching the specified value
  • Greater than - results include records with values greater than the specified value
  • Greater than or equal - results include records with values greater than or matching the specified value
  • in - results include all the specified search values
  • not in - results exclude the specified search values
Note: You can search your entities based on their Start Date and/or End Date (Activeness). Additionally, even the potential matches can be searched upon by using several operators, including by specifying the range.