Global search

• Use an asterisk (*) to represent zero to multiple characters.

  Examples:

  • val* brings up results that contain val with no characters or any characters afterward—for example, val, valley and Valerie.

    

  • *wick brings up results that contain the word wick, as well as words that end with wick—for example, wick, Southwick and Candlewick.

  • sm*th brings up results that contain words starting with sm and ending with th with no characters or any characters in between—for example, Smith, Smyth, and smooth.

  • sm*th* brings up the same results as sm*th, plus words that have additional characters at the end, such as smythe and smithey.

  Note: In previous versions of Civic Platform, global search used the percent symbol (%) as a wildcard. The asterisk (*) replaces this wildcard.

• Use a question mark (?) to represent a single character. For example: ?ary brings up Gary as well as Mary, but not Shary.

  

• Multiple words with spaces between them bring up search results that have one or more of the words, but not necessarily all. Hyphens are treated as spaces.

• To return an exact phrase in the search results, do one of the following:

  • After entering the search terms, select Show only exact matches below the search box.

  • Enclose the search terms in double or single quotation marks ( " or ' ).

  Examples:

  rose st returns results that have either rose or st in the results, not necessarily both.

  

  Selecting Show only exact matches or using quotation marks ("rose st") returns results with that exact phrase.

  

After performing a basic search, you can perform an advanced search on the Records tab (this option is not available on the other tabs).

To perform an advanced record search

1. Perform a basic global search, and then select the Records tab.

2. Select Search tools to display the Record search tools page.

   Below each field name on this page (such as Application name or Status), there are two fields:

   • The first field is a filter list with options such as Contains or Is not. Use these to refine your search.

     Options in the filter list

     The table below describes the options you may see in the filter list. The options available depend on the second field.

     Operator	Search result
     Contains	Include results where the field contains the search term(s) anywhere.
     Starts with	Include results where the field begins with the search term(s).
     Ends with	Include results where the field ends with the search term(s).
     IS	Include results where the field is equal to the search term(s).
     Is Not	Include results where the field is not equal to the search term(s).
     Is Any Of	Include results that match multiple search terms. These search terms may be selected from a calendar or list. They may also be typed in the field, separated by commas.
     Is Before	Numeric or date only. Include results that are before the date or number specified.
     Is After	Numeric or date only. Include results that are after the date or number specified.
     Is On or Before	Numeric or date only. Include results that are on or before the date or number specified.
     Is On or After	Numeric or date only. Include results that are on or after the date or number specified.
     Is Between	Include results that are between two values. Use commas to separate the two values.

   • The second field may be a text field where you can enter search term(s), or it may be a list. If the field is a list:

     • Selecting the field displays the list of options with a filter box at the top. If you know the option you want, you can type it in the filter box to find it quickly.

     • Depending on the option selected in the first field, you may be able to select multiple options in the second field.

       

3. On the Record search tools form, do the following for each record field you want to include in the search:

   1. From the first field (the filter list), make the desired selection.

   2. In the second field, type or select the desired search term(s).

      Note: You can enter search criteria in any combination of available fields.

      Example: Suppose you want to find records that were not created on a certain date. From the filter list under Created date, you would select Is not. In the second field under Created date, you would enter the date you want to exclude.

      

4. Select Update.

1. Perform an advanced search, and then select Search tools again.

2. Make the desired changes.

   Notes:

   • If you make changes and decide you want to revert to your previous search terms before doing the search, select Clear

   • To remove all search terms, Reset all filters.

3. Select Update.