Searching Entities

Learndot provides flexible search mechanics to enable to locate, view, reference, and report on your training data. A key feature of this is the entity search screen which is explained in detail here.

Searching

Learndot supports two main types of entity search; quick searches which are performed using the smart query bar, and advanced searches which use the advanced search dialog. 

Smart Query Bar

Learndot improves on the quick search functionality through the new 'Smart Query Bar', the location of which is shown in the screenshot below. This searches multiple fields instead of just one, e.g with Contacts, the search checks all of ID, First Name, Last Name and Email for matches. This greatly enhances the utility of the quick search bar - when simply looking for an entity, you shouldn't have to resort to the advanced search nearly as often.

Advanced Search

While the smart query bar will often be sufficient for basic searches, sometimes you may want a set of results filtered by specific criteria that you have full control over.

The advanced search can be accessed using the drop down menu attached to the Search button in the top right, as shown in the screenshot below.

Clicking on the button should cause the Advanced Search dialog to appear. This will allow you to specify values and/or ranges for each field of the entity, so you can filter search results.


Screen Options

Screen Options allow you manage the fields displayed in search results. The options dialog can be accessed using the drop down menu attached to the Search button in the top right of the search screen, as shown in the screenshot below

Clicking on the menu item will open the Screen Options dialog, allowing you add, remove and re-order the fields displayed in the search results.


Use the ADD FIELD select list to add additional fields to the search results. Clicking on the X icon will remove the field from the search view, and dragging the fields will allow you to re-order them.


Permlink

A permlink is Learndot URL that shows a list of entities (such as contacts, events, registrations, etc) in Learndot, typically matching specified search criterias.

This is useful in cases where a user may wish to show a specified list without the long process of manually specifying criterias. The search is performed once and then the permlink for that search is then saved for future use - bookmarking the search criteria. It's also useful for sharing a search you just ran with a team member, so that you can both look at the same set of results without needing to recreate the search again - and possibly introducing errors.

Permlinks dynamically searches a list of entities based on selected criterias, rather than getting a static list from the first search.

To get the permlink of the search, click on PERMLINK on the top right corner drop down menu or press the keyboard shorcut P.

A pop up box containing the permlink appears.

Copy and save this link for future use.