Defining and Using Search Criteria

Search criteria are the building blocks of effective searching, and understanding how to use them is crucial for finding what you need quickly. This means considering the specific attributes, values, and relationships you want to search for.

A search criterion can be as simple as a single keyword, but it can also be a complex combination of multiple attributes. For example, a search for "blue shirts" might include criteria for color, style, and size.

Query Basics are the foundation of effective search criteria. A query is simply a question or request for information, and it's essential to understand how to craft a good one.

A well-structured query should be specific and concise, like the example of "find all books written by John Grisham in the past 10 years". This specificity helps the search engine provide accurate and relevant results.

For instance, using boolean operators like AND, OR, and NOT can help narrow down or broaden your search. For example, "books written by John Grisham AND published in the last 5 years" will provide results that meet both conditions.

On a similar theme: Search Engine Optimisation Books

A query is a fundamental concept in database management, and it's essential to understand how it works.

Queries are used to retrieve specific data from a database, and they can be thought of as a question asked to the database.

In a query, you specify the data you want to retrieve, and the database returns the relevant information.

Queries can be simple or complex, and they can be used to perform various operations such as selecting, inserting, updating, and deleting data.

One of the most common types of queries is the SELECT query, which is used to retrieve data from a database table.

The SELECT query can be used to retrieve specific columns or all columns from a table, and it can also be used to filter data based on conditions.

For example, you can use the SELECT query to retrieve all columns from a table, like this: SELECT * FROM customers.

User Actions are a crucial part of understanding how users interact with your application or website. User Action filters let you search for interactions according to the interaction a user played.

The Interaction Reviewed By filter is a key component of User Actions. It filters for interactions that were played/opened by the selected user(s). Only interactions that were played back by the selected users are included in the search results.

If you're using the Events grid type, you'll see the User Actions filter group in the Filter Panel. This group includes filters like Interaction Reviewed By, which helps you narrow down your search results.

Broaden your view: Search Engine Results Page

Number, Currency, and AutoNumber fields can be compared to specific values, ranges, or lists. For example, you can use the criterion 100 to include records that exactly match a value of $100.

Yes/No fields have specific values that are tested for, such as Yes, True, 1, or -1, which are converted to "True" in the Criteria row.

Other fields, like Attachment fields, can be tested for null values using Is Null, or for non-null values using Is Not Null.

The criteria for Lookup fields depend on the data type of the foreign key, rather than the data type of the data being looked up.

Attachments are a special type of field that can be included or excluded in your search results. To include records that don't contain any attachments, type Is Null in the Criteria row. To include records that contain attachments, type Is Not Null.

You can also use Attachments in a query to filter out records that don't meet a certain condition. For example, if you want to see only records that contain attachments with a specific file type, you can use the Like operator in the Criteria row.

Lookup fields are another type of field that can be used in a query. They allow you to look up values in an existing data source, such as a foreign key. The criteria you can use in a Lookup field depend on the data type of the foreign key. For example, if the foreign key is a Number data type, you can use criteria like >2.

Here are some examples of valid criteria for Lookup fields:

Note that the criteria for Lookup fields are based on the data type of the foreign key, not the data type of the data being looked up.

Searching by file format can be a game-changer when you're looking for a specific type of file.

To search by file format, you can enter the name of the desired format into the search bar and select it from the 'File Format' field.

You need to specify a contact subtype for all contact searches. This is done using a specific syntax.

The ABContact data model entity is subtyped, meaning you can search for specific subtypes or their descendants. For example, searching for ABPersonVendor will return ABPersonVendors, ABDoctors, and ABAttorneys.

If you specify a contact subtype and a field that's not available for that subtype, ContactManager will return an error. This is what happens if you try to search for ABCompany contacts with a lastName of "Smith".

You can execute a search for all contacts regardless of their subtype by specifying ABContact as the search subtype.

Using specific keywords is a great way to narrow down your search results. This can be especially helpful when searching for a specific topic or phrase.

You can also use Boolean operators like AND, OR, and NOT to further refine your search. For example, searching for "search criteria AND online tools" will return results that include both terms.

Boolean operators can be especially useful when searching for information on complex topics or when trying to exclude irrelevant results.

You might like: Google Drive Search Operators

The SpeechMiner filter group is a powerful tool that helps you narrow down your search results. It includes four different filters: Categories, Programs, Topics, and Terms & Topics.

You can select one or more Categories to include only interactions that were identified with those categories. For example, if you're looking for interactions related to customer service, you can select that category.

The Programs filter allows you to select one or more Programs that were used to analyze the interactions. This filter is unique in that you can only select one program at a time, as no interaction can belong to more than one program.

The Topics filter is similar to the Categories filter, allowing you to select one or more Topics that were identified in the interactions. You can add multiple lines to this filter to include interactions that meet all the conditions.

The Terms & Topics filter is a bit more advanced, allowing you to define a list of one or more terms or phrases that must be in the interaction. You can add multiple terms separated by pressing Enter, and interactions containing any of the terms will be included in the search results.

Here are the four filters in a table for easy reference:

You can also limit your search results to specific Speaker Types, which can be useful if you're looking for interactions that were spoken by a particular person or group.

The Interaction Properties filter group is a powerful tool for refining your search results. It includes filters for Agents, Duration, and Interaction External ID.

You can select any combination of agents and workgroups using the Agents filter. If you choose a workgroup, all the agents in that group will be included in the search results.

The Duration filter lets you specify a range of interaction durations to include in the search. You can choose from Less Than, Between, or More Than, and fill in the number of seconds.

To use the Interaction External ID filter, type any portion of an interaction's external ID. You can use the * character as a wildcard to indicate that at least one other character must be in a specific position.

Here's a breakdown of the Duration filter options:

The "current user" feature in the Agents filter is a convenient option for saving search criteria and sharing them with others. It will only work if the user's profile includes a mapping.

Search filters are a crucial part of refining your search results. You can filter interactions according to a specific date range.

The filters in the Filter Panel are divided into groups, including Date Range, Term & Topic, Categories & Programs, and more. These groups allow you to narrow down your search by various criteria.

To search by file category, use the Category dropdown to quickly refine your search within one or more categories. This is especially helpful when searching for project-related files.

Here are the different filter groups available:

You can also search by file format, project and file keywords, and more.

Categories help you differentiate between project-related files and other types of files. Some common categories include 'Projects', 'Reference', and 'Staff'.

The Category dropdown is a useful tool for refining your search within one or more categories. It's easy to use - just click the categories filter attached to the search bar, and then select the categories you want to search within.

You can also quickly select 'All categories' at the top of the dropdown menu. This is handy if you want to search across all categories at once.

The Category filter is 'sticky', which means that once you select a category, it will remain your selected option until you choose a different one.

Tag-based searches are incredibly powerful, allowing you to narrow down your search results to specific contacts or files. You can include contact tags in search criteria.

To specify tag criteria, use the following syntax. For example, searching for all contacts whose last name starts with "Newton" and who are tagged as a "client" is a great way to find relevant information.

You can include multiple tags, and by default, the search will return any contact with at least one of the tags. For instance, searching for all contacts whose last name starts with "Newton" and who are tagged as either a "client" or "claim party" will yield a wide range of results.

If you want the search to return only contacts with all specified tags, include the allTagsRequired field and set it to true. This is particularly useful when you need to find contacts that match multiple, specific criteria.

You can use this approach to create complex searches that help you find exactly what you're looking for. Just remember to use the correct syntax and formatting to get the results you need.

Additional reading: Searching through Content on a Webpage for Seo

To ensure a successful search, you must meet the minimum standards set by the system. You need to specify at least one of the following: contact subtype, tax ID, or other relevant criteria.

The tax ID is a crucial piece of information that must be provided in its unmasked form. This means you can't just provide the last four digits, but the full tax ID number.

If you're searching for ABPerson contacts, the tax ID must be in the format NNN-NN-NNNN, where N is a digit. This is a requirement to execute the search successfully.

To give you a better idea, here are the allowed formats for tax IDs in different contact types:

Remember, failing to meet these minimum standards will prevent the system from executing the search.

If you're working with contacts who have names in kanji, you'll want to use the right fields to search for them.

You can use the following alternate fields if your instance of ContactManager uses the Japanese language: lastNameKanji, firstNameKanji, and companyNameKanji.

These fields are specifically designed for searching kanji names, and using them will help ensure you get accurate results.

For example, you can use lastNameKanji to search for contacts whose last name is in kanji.

When filtering interactions, it's essential to understand the different filter groups available.

There are seven filter groups in total, each designed to help you narrow down your search results.

The Date Range filter group allows you to filter for interactions according to a specific date range. This is super helpful if you need to review interactions that occurred within a particular timeframe.

You can also use the Term & Topic filter group to filter for interactions according to a specific term, topic, and/or speaker. This is great for finding interactions related to a specific project or conversation.

The Categories & Programs filter group lets you select the categories and/or programs to include in your search. Only interactions in which at least one category/program is identified are included in the search results.

If you need to review interactions involving specific agents or workgroups, the Agent & Workgroup filter group is the way to go. You can select any combination of agents and workgroups to include in your search.

The Metadata filter group is another useful one, allowing you to filter for selecting metadata values.

You can also use the Comments filter group to find interactions that contain user comments.

The User Actions filter group is handy for filtering interactions that were played/opened by specific users.

The Interaction Properties filter group lets you filter interactions according to the type of interaction, the interaction language, duration, and ID.

Negative conditions are a powerful tool in search filters, allowing you to exclude specific items or criteria from your search results.

By default, a condition is met when one or more of the items selected for a field are found in an interaction or are true for an interaction.

To define a negative condition, click the Not button beside the field, which will turn on.

Select the conditions for the field as usual, which are the conditions an interaction must not fulfill to be included in the search results.

A negative condition is met when none of the items selected for the field are found in the interaction or are true for the interaction.

This can be useful for finding all interactions to which certain categories do not apply.

Expand your knowledge: Gmail Search for Not Important

Deleting Filter Conditions is a straightforward process that allows you to start fresh and define new conditions from scratch.

To clear all the filter conditions, click the Clear Filters button in the Filter Panel.

You'll be prompted to confirm that you want to delete all of the currently defined filters. This is a necessary step to ensure you don't accidentally delete important filters.

Click Yes to confirm, and the filters will be cleared.

You can save your search criteria as a Saved Search to run it again without redefining the criteria. This can be done by clicking the Save button at the top of the Filter Panel and providing a name for the query.

Saved Searches can be accessed in the Saved Searches tab and can also be attached to Coaching sessions. To save your search criteria, you need to click Save in the Filter Panel and type a name for the query.

If you opened the search criteria by selecting a Saved Search, you can choose to save the current search criteria with the same name or as a new Saved Search with a new name.

Saving the Query is a game-changer for anyone who regularly runs the same search. You can save the search criteria in the system as a Saved Search.

To save your search criteria, click Save at the top of the Filter Panel. You'll be prompted to provide a name for the query.

The name you specify will appear at the top of the search form, making it easy to identify your Saved Search. You can also access your Saved Searches in the Saved Searches tab.

If you opened the search criteria by selecting a Saved Search, you have two options: save the current search criteria with the same name or save it as a new Saved Search with a new name. A Save as option will appear at the top of the Filter Panel.

Here's a quick rundown of the steps to save your search criteria:

That's it! Your search criteria are now saved as a Saved Search, making it easy to run the search again without redefining the criteria.

In the world of query management, having the right tools to filter and refine your search results is crucial. A confidence threshold can be set to ensure only events with a high degree of certainty are included in the search results.

The confidence threshold is generated by SpeechMiner during interaction processing, and it indicates how reliable the identification of the event is. The higher the value, the greater the degree of certainty.

Term ID is another important filter, allowing you to specify the ID number of a term that is included in a topic. This is a useful feature when you need to focus on a specific aspect of your data.

To exclude interactions that have already been audited, simply select the "Exclude audited events" checkbox. This can help you avoid duplicate or redundant results in your search.

Audit ratings can also be filtered by selecting the required types: TP, FP, or SFP. This ensures that only audited events with the desired ratings are included in the search results.

Here's a quick rundown of the audit and implementation filters:

The general filters are a great place to start when narrowing down your search criteria. They're always visible at the top of the Filter Panel.

The types filter is a good place to begin, as it allows you to select the type of interactions to include in your search. This selection is not displayed if your system only includes audio interactions.

Language is another important filter to consider, as it lets you choose the language(s) of the interactions you want to include in your search.

Date Range is a useful filter, as it allows you to select the range of dates to include in your search. The options available include a range of dates, but be aware that the times given are directly associated to the time zone at which your Web server is deployed.

If you're looking to limit the number of interactions to reprocess when Active Search is selected, the Limit Processing filter is the one to use. You can specify the maximum number of interactions to reprocess.

Here's a breakdown of the general filters: