Search in apps

Search helps you find a specific item within a single app. Several search options are available:

• Quick search: allows you to find items by name, as well as by String-type fields.
• Search by parameters: you can search by system and custom app properties, as well as tasks related to the item.
• EQL search: allows you to build queries using the EQL365 (BRIX Query Language), where you can define complex conditions and combine them using logical operators.
• Search by conditions: allows you to build a query with multiple conditions directly in the interface without using the EQL365 language.

To reuse the same parameter or condition-based search settings, you can save them as a filter.

Quick search

On the app page, you can search for items:

• By name: this option is always available.
• By String-type fields: if the quick search option has been enabled for them in the app settings.

To start a search, open the app page and enter a query in the search field at the top of the window. You can enter the full item name, a text value, or a partial match without case sensitivity.

Press Enter on your keyboard. You will see all app items that have the text you entered in their name.

In the search field, you will see the total number of items found. A system administrator can configure how this number is displayed in the app settings.

• The exact number of matching items.
• An approximate number of items marked with ~.
• No number displayed, to make search results load faster. In this case, a icon becomes available. Click it to see the exact number of items.

To clear the search bar, click on the cross on the right side of it or press Esc on your keyboard.

Search by parameters

For more precise results, you can use search by parameters to find records with specific values in the required fields. To narrow down results as much as possible, specify multiple parameters

In addition, you can use such a search when filling in fields on the forms of creating or editing an app item. For more information, see the Search by parameters on app item page article.

To access search by parameters:

1. On the app page, click the filter icon in the search bar.
2. In the window that opens, go to the By Parameters tab, where you can search by main and system fields of the app, as well as by tasks related to the item. You can also build a query using EQL365 to define complex conditions and achieve more precise results:

• Main Fields. These are custom app properties that the Search and sort by field option was enabled for when configuring the app form. Please note that App type fields are displayed on the search form only for those users who have access to the app. In apps with configured statuses, you can use the Status field as a search parameter. It is possible to choose any status, including hidden final ones. When you use search by status, results are displayed on the page as a table.
• EQL Search. Create a query in EQL365 (BRIX Query Language) and specify conditions for complex data selection by combining them with logical operators. For example, you can find all the companies that have made orders for a certain amount and whose address includes New York. For more information refer to EQL365 search queries.
• Tasks. Here you can search by tasks associated with the app items, that is, assigned in a business process or in the Associated tasks widget. Read more in the Search tasks article. You can specify the following parameters:

• • Executors. Specify the user responsible for tasks associated with the app items you are searching for.
  • Overdue. Search results will include app items that have overdue tasks associated with them.
  • No tasks. Search results will include app items that have no tasks associated with them.

• System Fields. These are fields that are the same for all apps. Here you can specify the following parameters:
  • Author. The user who created the app item.
  • Edited by. The user who last modified the item.
  • Date created. The date of item creation. You can specify a time interval (from ... to ...). The beginning of a calendar day is considered 00:00:00 am, so you can find items created during one day, for example, January 1, 2025, by specifying a date interval in the following format: 01/01/2025 – 01/02/2025.
  • Date modified. The date of item modification. You can specify a time interval (from ... to ...). It is possible to select a precise date or specify a period. The beginning of a calendar day is considered 00:00:00 am.

3. After filling in the fields, click the Search button.

To reset the options and see all available items again, click the cross in the search bar.

Specifics of searching by app fields

Additional search options are available for fields of different types.

1. App type fields. You can select multiple values at once. Then the result will display all app items that have at least one of the values listed in the search in the specified field. For example, on the Company app page, you can specify multiple values for the Contacts field in the search. Then the result will display all the companies that have at least one contact that matches the specified ones.
2. Users type fields. You can find a user by entering their name, email address, or login in the search bar. For the field of the Users (Many) type, click the magnifying glass icon and select the users in the opened window. Then you see the items where one or more selected users are mentioned.
    
   User names can be displayed with last name or last and second names. The display is configured within the company by the system administrator.

You can also use the parameter search by clicking the magnifying glass icon, e.g., search for a user by position in the organizational structure, group, etc.

In addition, the Current user option is available for the field, which substitutes your name in the selected field. For example, in this way, you can find deals for which you are responsible or contracts where you are the approver.

3. The Empty option is available for fields of the Users and App types. Select it to search for the app items with incomplete data. For example, orders without an employee responsible or deals without a specified contact.
4. Number type fields. The search for these fields is performed within a specified range. For example, to find all the items with the value 2 in the selected field, specify the range as [2;2]. If you only fill out the first cell, for example, enter 2, the search will be performed in the range [2;infinity].

Search by conditions

Search by conditions allows you to build a complex search query by selecting fields and operators from a list and configuring relationships between conditions directly in the interface. With this method, you can:

• Combine multiple conditions using AND / OR logic. This allows you to find items where either all conditions are met or at least one of them is satisfied.
• Compare values within an item. For example, quickly find contracts where the actual delivery date is later than the planned one.

To access search by conditions:

1. On the app page, click the filter icon in the search bar and open the By Conditions tab.
2. In the lower-left corner of the window, click Add Condition and fill in the columns:

• Field. Select an app property. Available properties are those for which the Search and sort by field option was enabled during form configuration.
• Operation. Select a comparison operator for the condition. Available operators depend on the field type. For example, dates, numbers, and amounts can be compared; for an App-type field, you select an item, etc. For any field type, you can check whether it's empty or not.
• Field Value. Enter a specific value or select another app property to compare two fields within an item. For example, you can check whether the amount in one field is greater than the amount in another field.

For some data types, you can specify multiple values in this column. In this case:  

• • For App, Email, Account, and Role fields, only items that contain all specified values will be found. For example, if you specify multiple products in an App-type field when searching for deals, only deals that contain all of those products will be shown.
  • For User fields, items that contain at least one of the selected values will be found. For example, you can find all deals where the Executors field contains any of the selected users.
• Logical Operator connects conditions:
  • AND: the condition is satisfied only if both conditions are met.
  • OR: the condition is satisfied if at least one condition is met.

3. Add all required conditions. Note that conditions are evaluated in the order they are listed.
4. After adding all conditions, click Search.

Search for deleted items

In the top right corner of the Search by parameters form, you can see the Deleted filter. Click on it to search among app items that were deleted and therefore hidden from the app page.

On the deleted item page, you can perform the following actions, if respective buttons were added by the administrator:

• Restore. Return the app item to the app page and continue working with it.
• Archive. Move the app item to the archive manually if it does not meet the automatic archiving criteria configured for the app. This will hide it from the system interface.
• Delete Permanently. Irrevocably remove the item from the system. The option is available after enabling the feature flag. For this, contact BRIX technical support.

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