About the Advanced Search Feature

See Also

The Advanced Search feature offers sophisticated search conditions for locating Object items using Object Properties. In Talisma, Object Properties contain details about a specific Object, such as the Full Name and Address of a Contact, or Date on which an Interaction was created, and so on. You can specify these Object Properties as search conditions in the Advanced Search dialog box, to locate Object items. You can also define multiple conditions.

The Advanced Search is used when you:

•   Define a condition for an advanced search operation.

•   Define a condition on a Connector in the Campaign Workflow.

•   Add Targets to a Campaign.

•   Define conditions (simple and merged) for Bands in an Offer.

•   Create static and dynamic Mailing Lists.

•   Define a condition for Cross Tab and Drill Down reports.

•   Define a condition while creating a row or column in a Cross Tab report.

•   Define advanced conditions to insert a list of Properties in Reply/Forward/Consult Messages, Canned Responses, Mailers, Offers, or AutoText entries.

The Advanced Search Dialog Box

In the Advanced Search dialog box you can select an Object, related Object, Events, or PropertyChanges in the Object column. The More option is available in the Object column to enable you to select an Object that is related to a related Object.

In the Select Object dialog box, the selected Object is displayed at the highest level of the hierarchy of related Objects. For example, if you select the Doctor Object in the Advanced Search dialog box, and click More, it is displayed at the highest level of the hierarchy of related Objects in the Select Object dialog box. All Relationships of the Doctor Object are displayed under the Doctor node. Click the plus (+) sign next to the Doctor Object node, to view a list of related Objects.

In addition, Talisma supports the Custom Date feature for Date-type Properties. Selecting the IN operator displays the Date Control in the Value column. You can select the following options:

•   Last

•   Next

•   Current

•   Between

When you use the Last or Next option to define a custom date while creating a search condition, the results are as follows:

•   If you select Last 1 Week, Last 1 Month, Last 1 Quarter, or Last 1 Year:

Talisma retrieves data only for the previous week, previous month, previous quarter, or previous year. The current week, month, quarter, or year is not considered.

Example   In the month of February, you create a search condition to locate all High Priority Interactions created in the Last 1 Month. Only those High Priority Interactions that were created in the month of January are retrieved.

•   If you select Next 1 Week, Next 1 Month, Next 1 Quarter, or Next 1 Year:

Talisma retrieves data only for the following week, following month, following quarter, or the following year. The current week, month, quarter, or year is not considered.

Example   In the first week of February, you create a search condition to locate all Orders whose Ship Date falls in the next 1 week. Only those Orders whose Ship Date is scheduled for the second week of February are retrieved.

Alternatively, you can use the Between option to retrieve Object items that match a range of dates. For example, you can locate all High Priority Interactions created in the last 30 days by selecting the in operator, the Between option in the Value column, and the dates 1/11/2004 and 2/11/2004. Similarly, you can locate all Orders that will be shipped in the next seven days by selecting the in operator, the Between option in the Value column, and the dates 2/11/2004 and 8/11/2004.