You are viewing an old version of this page. View the current version.
Using the Dashboard Quick Search
Your home dashboard in 25Live features an array of customizable widgets, including Quick Search. This widget allows you to search for events, locations, resources, and organizations. Go to the search view (described below) to search for contacts and tasks.
Image: The Quick Search widget on your home dashboard provides a fast way to search for keywords.
Type in one or more keywords for the type of object you want to search for, and use the search button(s) to continue. The Quick search looks through event names, event titles, event reference numbers, location or resource names or short names, or organization names and titles.
Your search results will display in the search section. See Working with Search Results to learn how to sort, filter, and view multiple columns of results.
Performing a Keyword Quick Search
Navigate to the Search section by using the Go to Search button in the top navigation bar on every page of 25Live. There is also a Search link in the More menu in the top navigation. The Search section defaults to the Quick Search mode.
To Perform a Keyword Search
1. Choose the Search Type
Using the dropdown menu, you can choose to search for Events, Locations, Organizations, Resources, Tasks, or Contacts.
Image: Use the drop-down menu to choose a search area.
Note: Predefined Groups for Searches
Image: Pre-Defined Groups are available for quick, convenient searches.
25Live includes Pre-Defined Groups for searches to help you quickly search:
Your Starred Locations
Your Express Locations (if your instance supports Express Scheduling)
These are located in the Saved Searches dropdown menu for your convenience.
2. Enter Keywords
If you're not searching for tasks, enter one or more keywords. You must type a search term at least 2 characters long and/or use the More Options menu to select at least one criteria option. When searching for contacts, you can look for the contact's name or email address.
Keyword searches look through:
- Events - event name, event title, event reference number
- Locations - location name or short name
- Resources - resource name
- Organizations - organization name
- Contacts - contact name and email address
- Tasks - (Best practice: Type :: to use SeriesQL)
Tip: Searching for Event Reference Numbers
Image: Go directly to an event's details view by searching for its reference number.
If you search for a full event reference number in the format of YYYY-XXXXXX (year-identification), the search will take you directly to the event details view.
If you only search for the identification, or end, of the event reference, 25Live will look for an event with the current year + that identification code. If found, you will see the event details view.
Image: If there is no event reference with that ID, you'll see search results.
If there is no event this year with that identification code, 25Live will check through event titles and names for your keyword entry, then return results.
3. Run the Search
Use the Search button or your Enter or Return key to view your search results.
Note: Contacts Only Use the Simple Keyword Search
Because searching for contacts is simpler than searching for other objects, the Contacts search only utilizes the simple keyword search.
Adding Filters with More Options
When searching for events, locations, organizations, and resources, you can add more filters and options to narrow your search.
To begin, just as you did for keyword searches, navigate to the Search section by using the Go to Search link in the top navigation bar on every page of 25Live. There is also a Search link in the More menu in the top navigation.
1. Use the Filter Link Menus
After typing keyword(s) into the search field, use the various filter link menus (signified by a filter type and a plus (+) symbol) to reveal available filter areas.
Image: Example of the filter link menus available when searching for events. Different filter types will be available when searching for different object types.
2. Select Filter Criteria
Tip: Searching for Events by Folder
If your institution uses many cabinets and folders rather than Best Practices (Customer Resources login required), you can choose Folder as one of your search criteria.
Image: Select or fill in criteria in the displays after using a linked filter menu.
Using the link menu for each filter type, select criteria from the display. Select as many filters as you need (or use the Select All link). Use the Select None link if you want to clear your choices.
Image: Some filter types, such as Capacity when searching for Locations, have fields to fill in rather than items to check.
Tips: Selecting Search Filters
Selecting too many filters may yield too few results to find what you’re looking for. It’s best to initially select fewer filters, then add more as needed.
Some areas provide a drop-down menu and/or an Only Favorites button to narrow filter choices.
Other areas (such as Capacity when searching for Locations) require you to enter values.
3. Add Additional Filters
Close the filter display, and repeat to add more filters from other areas.
4. Run the Search
Use the Search button or your Enter or Return key to view your search results.
Using SeriesQL From Quick Search
Using Advanced Search Options
This functionality requires advanced search permissions. See the administrator note to the right.
When searching for events, locations, organizations, resources, and tasks, you can add more filters and options to narrow your search.
Just as you did for simple, keyword searches, navigate to the Search section by using the Go to Search link in the top navigation bar on every page of 25Live. There is also a Search link in the More menu in the top navigation.
1. Switch to the Advanced Search Section
Use the Advanced search toggle to reveal the advanced search area.
Image: Use the toggle to switch to Advanced Search mode.
2. Add Search Criteria
The Add Criteria button shows a drop-down menu with the items available to build your search. Add as many criteria as needed.
Tip: Using Wildcard Characters
A wildcard (asterisk *) character can be used when searching for some fields, such as an event name, to return even more results. For example, searching for "men" will return event names such as "Men's Basketball," but searching for "*men" will also return "Women's Basketball."
Image: A wildcard character can be used in search results to widen the number of results returned, but must be used with care.
You can add the character in multiple ways around or within keywords or partial words:
Before - *term
After - term*
Surrounding - *term*
In between parts of terms - first_term*second_term
Be careful when using wildcard characters, because you could return many more results than are useful for you to go through.
Excluding Searches From Results
Image: Choose Add Criteria > Events > Event Exclude to not display some search results.
Navigate to the Events criteria category, and choose Event Exclude (Via Search).
Image: The selected search to exclude is marked with an asterisk.
After selecting a search to exclude from this search's results, use the Done button.
Image: Adding more than one search to exclude from results.
To exclude the results from more than one search, use the Add Criteria button again to add another search.
3. Complete Options for Each Criterion
Check and complete any fields for operators, relationships, or other details in each criterion block you add.
Image: Most criterion blocks have options to complete.
Tip: Search by Preferred Locations
Image: You can search for more than one preferred location.
One of the many criteria that can be added to searches includes the ability to search by location preference, which returns events that have a space preference registered for any of the locations in the search.
4. Optionally Use Operators to Add More Criteria
There are operators between each criterion block. You can adjust each to indicate whether the relationship between each item should be “and” or “or.”
Image: You can adjust the relationship between each block with operators.
Tip: Don't Add Too Many Criteria
Selecting too many criteria may yield too few results to find what you’re looking for. It’s best to initially select fewer, then add more as needed.
5. Run the Search
Use the Search button to view search results.
To clear your advanced search, use the X symbol to remove criteria, or use the Reset link.
The Save As link will save your search. See Saving Searches.
For more on what you can do with the results of your search, see Working with Search Results.
Tip: Viewing SeriesSQL Syntax of Advanced Search
You can quickly see what the SeriesSQL (the internal search language of 25Live) syntax of your Advanced search is by toggling back to Quick Search.
Image: Example of viewing SeriesSQL syntax.
- No labels