With Dataverse search, the search box is always available at the top of every page in Engage. You can start a new search and quickly find the information that you're looking for. There are components of this feature you can modify, however, there are many components that are currently limited in modification. See more information below on using and modifying Dataverse search.

 

1. See Recent Rows and Searches

a. See your recent searches and recently accessed rows when you select the search box. Before you start typing in the search box, you'll see information pop-up that helps you complete your search.

Up to three recent search terms appear at the top, based on the last three search queries that you viewed the results for. These recent search terms are personalized and based on your device and browser.

The recent search terms are followed by up to seven of the rows you recently accessed. If you frequently access a small number of rows, you can quickly get to them from here. Recently accessed rows are independent of tables that have been indexed for Dataverse search, because no search has been performed yet. The rows are also grouped by table type, which lets you quickly scan the list.

b. Legend

i. Recent searches: Shows your recent searches.

ii. Recently accessed rows: Shows rows that you recently accessed, grouped by table type.

 

2. Search Results Page

a. View the full results for a search by pressing Enter on your keyboard or selecting Show more results. Dataverse search will append "*" to the search if two or less characters are entered.

Search results are ranked based on relevance and grouped by tables. The list of tables that include rows that match the search term are displayed horizontally as tabs along the top of the screen.

To understand why a row appears in your search results, hover over the icon at the beginning of each row to see the text that matched your search.

i. It is important to note that rows returned in the search grid cannot be sorted.

 

3. Top Results Tab

a. The Top results tab displays the top 20 results for the search term, with results grouped by table type. Each group shows results for a table in a grid that has up to six columns. The columns are the first six columns of the table's View columns quick find view.

i. It is important to note:

1. The primary column of a table is always used as the first column in the results on the Top results tab.

2. For notes and attachment tables, two additional columns show information about the related row for that note or attachment.

3. Party list columns on activity tables—such as To, CC, and attendees—can't be searched on or shown, and will be blank.

ii. In the following image, the top search results from three tables are displayed.

iii. Legend

1. Top results: This tab shows the top 20 results for your search term.

2. Rows grouped by table type: To narrow your search results to a specific table, select the table-specific tab.

3. Show more: When you select Show more at the bottom of a group, you switch to the table-specific tab.

 

4. Table Specific Tabs

a. Tabs for the specific tables that contain search results are displayed horizontally. The exact order of the tables from left to right (in a left-to-right environment) is based on the relevance of the results. You can collapse the filter panel or hover over the list of tabs to scroll horizontally.

The tables that include the rows in the top 20 results are shown in the first three tabs from left to right, from most to least relevant. The tables that include the results outside of the top 20 are displayed in descending order.

 

b. Select a tab to drill down into a specific table and view more information about the rows in the results.

c. Legend

i. Shows the number of results for this specific table.

ii. Shows the columns that were searched for the table.

d.Each table-specific tab displays more information than the Top results tab along two different dimensions:

i. If the quick find view for the table has more than six View Column, then all columns are displayed on the table-specific tab, compared to the maximum of six columns shown on the Top results tab.

ii. All matching rows for the table are accessible in the table-specific tab as an infinitely scrollable list.

 

5. Filter Results by Using Facets

a. On the search results page, you can use facets and filters to refine and explore your search results. Facets are available on the Filter panel, which you can expand or collapse.

The Top results tab shows search results across different row types, such as a contact versus a phone call. Thus, the Top results tab only shows the three global facets that apply to all row types:

On a table-specific tab, facets that apply to that table type are displayed above the three global facets.

• Owner

• Modified On

• Created On

On a table-specific tab, facets that apply to that table type are displayed above the three global facets.

The Top results tab shows only global facets:

Other tabs show facets that are specific to that table type:

i. You can personalize facets for a table by using the Set Personal Options dialog box.

b. Text-based facets with discrete values

i. All Lookup and Choice data types are text-based facets. For example, the text-based facet Priority consists of a list of column values (choices) and their corresponding counts.

ii. Filters in these facets are sorted in descending order by count. By default, the top four facet values are displayed. When there are more than four facet values, you can select Show more to expand the list and see up to 15 results.

When you select a facet value, you filter search results to show only rows where the column includes the value that you selected.

c. Date & Time Facets

i. The date and time facets let you filter and see search results for a specific period. Use the From and To drop-down lists to specify a time period.