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Mastering Universal Search Flexibility

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Mastering Universal Search Flexibility

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Overview

How to search for data effectively within RDrive using the browser/website
  • Purpose: How to use the universal search bar in RDrive and defining OR AND conditions
  • Who It’s For: General users
Prerequisites: Able to read items
From the universal search bar at the top of the screen when using the website, we can filter and show information to suit our needs, with the ability to layer multiple filters to refine your search. The “Conditions” help define how the search happens, and are broken up into 2 different conditions, providing the flexibility of utilizing AND / **OR** to give you specific data instantly.

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Universal Search

To refine search results, multiple criteria, and conditions can be added.

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Adding OR Conditions

When employing the same criteria with different conditions in Universal Search, the results are amalgamated using the OR logic. For example:
  • Status: {Status title} ; Status: {Status title} ; Status: {Status title}
This will generate results for all specified statuses. Mastering Universal Search Flexibility

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Adding AND Conditions

Utilizing different criteria with any conditions in Universal Search invokes the AND logic, returning results that meet all specified criteria. For example:
  • Drawing: {Drawing title} ; Status: {Status title} ; Created by user: {User name}
This will filter results that satisfy all given conditions. Mastering Universal Search Flexibility
Exception - Created date Created date has a sub-condition of ‘to’ and ‘from.’ It returns results within the date range (AND) by applying the same criteria with different date conditions.