Search / Filter

Heurist provides simple and more sophisticated options for filtering your data, depending on your needs. Use the Quick Search option to quickly find data sets based on the completion of one or more standard search fields. For greater granularity, use the Advanced Search Builder to build more complex filter strings.

 Quick Search

The Quick Search dialog provides assistance in targeting your criteria to particular record types, fields and values from controlled lists, without needing to know the required syntax.

Refine your criteria by:

  • Entering partial strings to match against record titles, tags, keywords, special fields, or all fields.
  • Using comparison operators (e.g. Greater Than) on numeric fields and dates, including relative to ‘today’.
  • Searching for records of specified types or bookmarked by specific users across databases.
  • Sort records by text, date, popularity, rating, date of addition and modification, specific fields etc.

Once your records have been displayed in the Results pane, you can further organise them by specifying the number of columns to arrange the records into and the type of detail shown per record (images, icons, legend etc.), at any level (levels shows linked records) of your results. (See Organise).

Save your filter and/or layout for personal or shared use (see Saved Filters) to the Saved Filters pane.

Advanced Search

The Advanced Search dialog provides assisted filtering features to help you build more complex filters expressions. Once a filter expression has been built (by any method), it can be edited directly in the search field to make small changes. A complete filter syntax is provided (see Syntax).

Saved Filters

Any filter expression (including expansion rules and ownership settings) can be saved to the Saved Filter pane.

The Saved Filters pane also provides quick access to system filters (e.g. recent changes), faceted searches and RuleSets. All are presented under the specified workgroup (including Bookmarked):

For databases you create you will be a member of the Database Managers group, but you may create other groups or may have been added to groups created by others. Each workgroup shares its set of saved filters.

Bookmarking

Bookmarking allows users to select the records that interest them from a larger shared database; this is particularly relevant for internet bookmarking and bibliographic databases. Searches can be targeted to just the records you have bookmarked.

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