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control_marketing_and_adv_explorer_manual_ch_5_-_search_configuration_instruments [2019/01/30 09:22]
 control_marketing_and_adv_explorer_manual_ch_5_-_search_configuration_instruments [2019/01/30 09:22] (current)
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 +This instrument allows the user to select the type of search to be performed.  Valid choices are:
 +  * Customer
 +  * Contact
 +  * Order/Service Ticket
 +  * Estimate
 +  * Activity
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 +{{::http:www.ecyrious.comcontrolimagesmarketing_and_adv_explorer_instrumentsinstrument_-_search_type.jpg?nolink&|}}
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 +Almost every other instrument subscribes to the result type and adjusts based on its selection.  If it is not found,  customer will be the assumed result type by all instruments.
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 +==Search Categories Instruments==
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 +This instrument shows a tree of categories that can be searched on in Advanced Explorer.  It is the left panel in the advanced search builder frame.
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 +{{::http:www.ecyrious.comcontrolimagesmarketing_and_adv_explorer_instrumentsinstrument_-_search_categories.gif?nolink&|}}
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 +Expanding a node in the tree will show all subcategories.  When a category is selected, the Search Criteria Instrument will update with all of the criteria in that category.
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 +==Search Criteria Instrument==
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 +This instrument shows a list of search criteria.  It is the center panel in the advanced search builder frame.
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 +{{::http:www.ecyrious.comcontrolimagesmarketing_and_adv_explorer_instrumentsinstrument_-_search_criteria.gif?nolink&|}}
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 +The Search Criteria Instrument operates in two distinct modes: Static and Linked.  When in **Linked** mode, the instrument responds to changes in the Advanced Search Categories Instrument and the criteria displayed change whenever the category changes.  In **Static** mode, the instrument always keeps the same criteria displayed.  Running in static mode allows a user to create a panel for easily adding commonly used criteria (like Industries) without having to navigate through categories.
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 +==Search Tree Instrument==
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 +This instrument displays the full advanced search (as currently defined) that will be run.
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 +{{::http:www.ecyrious.comcontrolimagesmarketing_and_adv_explorer_instrumentsinstrument_-_search_tree.gif?nolink&|}}
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 +To execute the search, click on the "Execute" button or check the "Auto-Execute" checkbox.
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 +==Saved Searches Instrument==
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 +This instrument displays a list of saved searches.  It shows all shared (public) searches and non-shared (private) searchs for the logged in user.
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 +{{::http:www.ecyrious.comcontrolimagesmarketing_and_adv_explorer_instrumentsinstrument_-_saved_searches.gif?nolink&|}}
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 +The users selects the query by double-clicking on the saved search or clicking on the saved query and selecting "Load".
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