Search and Filtering

Search and filtering allow you to quickly focus on the records you want to see. These sections are automatically available on each entity list or plate view page:

Search and filteringSearch and filtering on the products list view page

Searching works on the current entity records, while filtering works also on the related records, which are configured by the administrator.

To perform a search operation, enter your search query into the corresponding field and hit the Enter key on your keyboard or click the Search button.

To filter your entity records, open the filter drop-down list and set the desired checkbox(es):

Search and Filtering Panel

To clear all filters, click the Reset button, located to the right of the search field.

Use the global search if you wish to search globally across all the entities in the system.

The fields available for searching can be configured by developers in the metadata of the appropriate entity.

On the products detail view page, there is also the ability to filter the record data display by fields, locales, and scopes in the corresponding drop-down menus:

Product filters

Keep in mind that the locales filter appears when the "Multi-Languages" module is installed and input language options are configured by your administrator. Go to our store to learn more about the "Multi-Languages" module and its features.

You can have one or more filters based on a certain field for all field types. The exception is field types that can be used as a filter only once (because there is no need for it), which are:

  • Boolean;
  • Array;
  • Multi-enum;
  • Enum;
  • Related entities.

Logical Operators

The system behavior is different for the OR and AND logical operators:

  • Operator AND is automatically applied between filters set up for different fields, e.g. name and brand.
  • Operator OR is automatically applied between filters set up for the same field, e.g. both filters set up for name.

Logical operator NOR is directly not available, but can be set by defining specific filter criteria for almost each field type.

Available Filtering Criteria

Depending of the field type, you can apply the following filtering criteria:

Field Type Filtering Criteria Input Value
Array, Multi-Enum Value list, multiselect
Address Input field
Boolean Checkbox
Auto-increment, Currency, Integer, Float Is Not Empty
Is Empty
Equals Input field
Not Equals Input field
Greater Than Input field
Less Than Input field
Greater Than or Equals Input field
Less Than or Equals Input field
Between 2 Input fields
Date, DateTime Last 7 Days
Ever
Is Empty
Current Month
Last Month
Next Month
Current Quarter
Last Quarter
Current Year
Last Year
Today
Past
Future
Last X Days Input field
Next X Days Input field
Older Than X Days Input field
After X Days Input field
On Date picker
After Date picker
Before Date picker
Between 2 Input fields
Enum Any Of Value list, multiselect
None Of Value list, multiselect
Is Empty
Is Not Empty
Number, Varchar, Text, URL, Wysiwyg Starts With Input field
Contains Input field
Equals Input field
End With Input field
Is Like (%) Input field
Not Contains Input field
Not Equals Input field
Is Not Like (%) Input field
Is Empty
Is Not Empty
Related Entity (as n:1 relation) Is Related entity record, select
Is Empty
Is Not Empty
Is Not Related entity record, select
Any Of Related entity records, multiselect
Is Empty
Is Not Empty
None Of Related entity records, multiselect
Related Entity (as n:m relation) Is Related entity record, select
Any Of Related entity records, multiselect
Is Empty
Is Not Empty
None Of Related entity records, multiselect
Image, File, Attachment Multiple Filtering for these field types is not possible (for now)

Automatic Search Mask Recognition (in development)

TreoPIM has automatic search mask recognition. This can be considered as a quick search function, i.e. when you start typing, TreoPIM automatically determines the search mask type of your search string. Automatic search mask recognition is available for the following fields: Text, Number, Date, and Time.

Depending on the search mask type, the system searches through all entity fields of the appropriate field type. A pop-up with auto-suggestions appears with the information about field name and amount of search results for this field, i.e. "Address: 3 results", and the text link(s) to show the results.

If nothing is chosen from the auto-suggesting pop-up, click the magnifier icon to perform normal search (only through the fields listed in the metadata for this entity).

After clicking on the search results, the appropriate filter will be set automatically and the search field will be left empty.

Search Mask Type Field Types to Be Searched Applied Filter Criteria
Теxt, e.g. "treo 123" Address, Number, Varchar, Text, URL, Wysiwyg Starts with
%Text, e.g. "%treo 123" Address, Number, Varchar, Text, URL, Wysiwyg Consists
Numbers, e.g. "123" Address, Number, Varchar, Text, URL, Wysiwyg Starts with
Numbers, e.g. "123" Auto-increment, Currency, Integer, Float Is
Date, e.g. "12.12.2018" Date, DateTime On

Predefined Search Filters

Predefined search filters are available in the drop-down menu on the left of the search field on any entity list view page:

Search filters list

To filter the records, select the desired checkbox or several checkboxes.

To extend the list, please contact your developer.

Custom Search Filters

To save a custom search filter, select the Add filter > 'desired filter' option from the filtering drop-down list:

Filters list

The selected filter will be added to the current page:

Added filter

If needed, click the X button to remove the added filter.

To extend the list of fields to be used for filtering, please, contact your administrator.

Custom Attribute Filters

TreoPIM supports the ability to filter product records not only by field values, but also by attribute values. This type of filtering is performed by values of the attributes that are linked to products. For your convenience, product attributes are grouped by product families and the All list contains all product attributes available in the system.

To add a custom attribute filter, select the Add attribute filter > 'product family' (orAll) > 'product attribute' option from the filtering drop-down list:

Attribute filters

To remove the attribute filter, click the X button next to it.

Please, note that attribute filters are available for products only.

Templates

You can create custom search filter templates. To do this, add the desired filters as described above and select the Save filter option from the filtering drop-down list:

Save filter option

On the "Save filters" page that appears, enter the name for the filter(s) and click the Save button to create the template. As a result, your search filter template will be added to the filtering drop-down list and set as a currently applied filter:

Filter saved

To remove your custom search filter template, use the Remove filter option from the filtering drop-down list:

Remove filter option

To complete the action, confirm your decision in the confirmation box that appears on top of the page.