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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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