Advanced Search allows you to find Issues based on various data points available in your Dashboard. You can define an Advanced Search formula, aka a statement, that mimics a sentence structure. These searches allow you to filter Issues based on Device Information, User Information, Custom Metadata, Private Notes, Agent Assignee, text within the Issue, and more.

advancedsearchgif

To make the most of the capability of Advanced Search, it’s essential that you have custom metadata being passed through. If you don’t have custom metadata, please work with your developer to set this up. See our developer documentation on setting up custom data in iOS and Android.

Advanced Search statements consist of the following:

  • Fields: parameters you want to search by. Examples include app_name, platform, assignee, issue_status, and more. A full list of options can be found by clicking the question mark icon available below the drop-down on the right side of the search bar.
  • Values: these are dates, numbers, text, Tags, and other items that complete your Advanced Search Statement. When building an Advanced Search Statement, the Operator you use will determine whether the Values can be pre-populated or require manual input for the desired Values.
  • Operators: provide options to ‘include’, ‘not include’, or ‘match’ a Field to a certain Value. Operators can also include statements such as ‘is’, ‘is not’, ‘is before’, ‘has’, ‘greater than’, and much more. The Operator options available to you will change based on the selected Field.
  • Boolean Operators: allow you to further segment your search query by filtering to include or exclude specific Values. A guide to Boolean Operators and some examples are provided towards the end of this article.

boolean_operators_table

anatomy_of_a_search

To see a full list of the available Fields and Operators, navigate to the drop-down to the right of the search bar, click the question mark icon under the drop-down, then click into the search & Filters, Properties, and Operators & Examples tabs to review each list, as illustrated in the GIF below.

search_tables

Example 1:
Show me Paid and New Players on all iOS devices that are below 9.0 who are still waiting for a response by an Agent.

Statement: tags: has_one_of: “new player” , paid AND platform: is: ios AND os_version: is_not: 9.0 AND status: is: waiting_for_agent

example_1

Example 2:
Show me Issues submitted for January 2016 from iOS or Android that have been marked as Fraud through either a Tag or a Private Note left by Agent.

Statement: creation_date: is_between: 01-01-2016, 31-01-2016 AND (platform: is: ios OR platform: is: android )AND (tags: has: fraud OR note: contains: “fraud”)

example_2

Example 3
Show me New Issues from German speaking players in Europe that are assigned to my German Agent (Hans).

Statement: (status: is: new OR status: is: new_for_agent ) AND country_code: is: de AND language: is: german AND assignee: is: hans@helpshift.com

example_3

To learn how to saved Advanced Searches for use in your daily workflow, see How Do I Use The Saved Search Feature?