Minimum Software Version | 8.15.0 |
Solution(s) | Cases International ✓ Cases US ✓ Institutions ✓ |
TABLE OF CONTENTS
The Search Query Builder is an interactive tool that allows users to dynamically construct a search query using drag and drop components. The Builder is particularly useful for users new to advanced search syntax, as it allows users to configure more complex search queries with ease.
As the query is constructed in the builder, the respective syntax is updated in realtime in the search bar, acting as a learning tool for translating modifiers, boolean operators, grouping, and field searches in the Lucene query language.
Users can also input and edit syntax in the Search bar while the Query Builder is enabled. This provides users a with a visual representation of their query as it is built.
To see the Query Builder, use the Query Builder toggle next to the Search bar.
Note: A video at the end of this article demonstrates how to build a query using the Search Query Builder.
Adding a term
With the Builder enabled, select Add term button or drag from Add term to add a new component to the Builder.
Each rule component has the following options:
Field dropdown: Always pre-populated with the Text field. The field dropdown allows users to select a different metadata field to perform a field search
Operator dropdown: Allows users to specify whether the term should, must, or must not exist.
Text input field: Text entry field to enter a single term or phrase.
Modifier dropdown: Allows users to configure Fuzzy or Boost on a single term, or configure Proximity or Boost on a phrase
Delete button: Shows on hover.
Adding additional rules or logic groups to the builder gives the user an option to select the AND or OR boolean operators between each component. OR is added by default.
New and/or existing rules can be reordered and added to or dragged out of logic groups by clicking and dragging on the textured ‘grips’ on each component.
Adding a logic group
With the Builder enabled, select Add logic group or drag from Add logic group to add a new group component to the Builder.
A new logic group component is empty by default. New and/or existing terms and logic groups can be dragged into, reordered, or dragged out of logic groups by clicking and dragging on the textured ‘grips’ on each component.
To create more complex queries, groups can also be nested within one another. For visibility, nested groups are highlighted in contrasting colours.
Note: Deleting a group also deletes everything inside of it.
Field searches using the Builder
Depending on the field chosen on the term component, the component updates to display the relative input fields:
Text fields: Standard operators (should have, must have, must not have) and text input fields.
Tag, choice, and user fields: Standard operators (should have, must have, must not have) and choice, tag, or user pickers.
Date fields: Date operators (on, after, before, between) and date picker(s).
Number fields: Number operators (equal to, not equal to, greater than, greater than or equal to, less than, less than or equal to) and a number entry field.
Modifier dropdown
A More dropdown selector appears on the right side of a term component when any text field is selected. Depending on whether the term entered in the component is a single term or phrase, the following modifiers can be applied:
Fuzzy: For single terms only. Users can select a fuzziness of 1 or 2.
Proximity: For phrases only. Users can enter any positive integer.
Boost: For single terms and phrases. Users can enter any positive integer.
Note: Wildcard is not an available option in the modifier dropdown. However, users can easily add either the wildcard symbol (? for a single character wildcard or * for a multiple character wildcard) to single terms in the Query Builder.