Configure Advanced Searches
Data Manager is included in all Service Collection Premium and Enterprise plans.
All users with a Data Manager role, will be able to perform these actions. However, only a Data Manager admin or Data Manager editor will be able to save or edit an advanced search.
Advanced searches let you build complex queries across Data Manager objects and save them for reuse in charts, dashboards, and exports. A saved search is also used to import your data into a Schema.
View Advanced searches
From the sidebar, select Assets.
Select Data Manager in the sidebar.
Select Object classes in the sidebar.
Select the name of the object class you wish to view.
In the Saved searches tab, choose:
Public or
Private.
Create an Advanced search
From the sidebar, select Assets.
Select Data Manager in the sidebar.
Select Object classes in the sidebar.
Select the name of the object class you wish to view.
Select the Advanced search button.
Configure your search:
Add or edit Groups. Group 1 exists by default.
Within each group, define one or more Conditions.
When your query is configured, select Search to run it.
If you want to save all Data Manager objects within an object class, remove Group 1 before saving the Advanced search.
Save an Advanced search
From the sidebar, select Assets.
Select Data Manager in the sidebar.
Select Object classes in the sidebar.
Select the name of the object class you wish to view.
Select the Advanced search button.
Configure groups and conditions as required.
Select Save this search.
In Save search:
Enter a Name.
If you want to save this as a Private search turn on the checkbox for Make search private.
Select Save.
Edit a saved search
From the sidebar, select Assets.
Select Data Manager in the sidebar.
Select Object classes in the sidebar.
Select the name of the object class you wish to view.
Click the Saved searches tab.
Click on the name of the saved search you wish to edit, this will open the saved search.
Click the Edit icon :edit: to modify the saved search.
Modify the groups and conditions as needed.
Select Search and confirm the results are as expected.
Click Update search.
Delete an Advanced search
From the sidebar, select Assets.
Select Data Manager in the sidebar.
Select Object classes in the sidebar.
Select the name of the object class you wish to view.
Click the Saved searches tab.
Click on the delete icon :action-delete: under Actions for the saved search you wish to delete.
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