For a basic search, Broadstripes’ Quick Search usually has you covered.
Sometimes, though, you may want to create a search that’s a little more complicated. In this article, we’ll look at building a search that combines multiple search criteria. We’ll also show how to save a useful search to be used again, and how to share a saved search with other Broadstripes users.
Create a search based on multiple criteria
For this example, we’re going to imagine that you are running a card checking campaign. You first started the campaign about a month ago, and your team is brainstorming ways to get more cards signed. Your group has decided to follow up with anyone who showed support when you initially talked with them, but hasn’t actually signed a card yet. You’ve also decided to check in with each other in a week, to report back on how many new cards have been signed.
With Broadstripes powerful search, it’s easy to find those workers and report back on your progress. Here’s how:
- Start your search by clicking the Advanced button to the right of the search box at the top of the page.
- A search building panel will open below the search box.
- Initially, the panel will offer to search for people by Name, but you can easily change that to search by a whether or not their card has been signed, their assessment, or any other criteria.
- Since we want to limit our search to workers who haven’t yet signed a card, we’ll set that up first. From the left-hand drop-down menu in the search builder, we’ll choose the Card – Signed step under the Events section of the menu.
- Next, from the middle drop-down list, we’ll choose “is not checked,” since we only want to see those workers who have not signed a card.
- Our first search criteria (also called a “rule” in Broadstripes) is complete.
- Next, we’ll need to add another rule to the search, since we also want to see only those people who we know were assessed as supporters. Add an additional search rule by clicking the + Add rule button located above and to the right of the existing search rule.
- We’ll leave the first rule we created as it is and begin configuring our second rule. This rule will limit our search results to the workers who have shown support (those with an assessment code of 1 or 2).
- To create the second rule, we’ll start by selecting Assessment in the left-hand drop-down list.
- In the center drop-down list, we’ll choose “is less than or equal to.”
- To complete this rule, in the right-hand text box, we’ll type “2.”
- Last, we need to check our Boolean operator “AND“. Since our search depends on both of our rules being true to find people who have not yet signed a card and who have a supportive assessment, we want to confirm we’re using the “AND” operator in our search.
What’s a Boolean operator?
Boolean operators are used in searches to connect and define the relationship between search rules. Broadstripes uses two Boolean operators: AND and OR.
Use “AND” to run a search where all of the rules are true.
Use “OR” to run a search where at least one of the rules is true.
- Our search is complete! We can see the results by clicking the Search button.
- In the next section, we’ll look at how to report back to your group with information about cards signed over the course of the week.
Build a search to capture events in time
Above, we built a search to look at people who had not yet signed cards. Now it’s a week later, and we want to see how many new cards have been signed. Here’s how:
- Start a new search by clicking the Advanced button to the right of the search box at the top of the page.
- A search building panel opens below the search box.
- Since we want to limit our search to workers who have signed a card in the last week, we’ll choose the Card – Signed event step from the left-hand drop-down menu in the search builder.
- In the middle drop-down box, select “was checked on or after.”
- In the right-hand text box type “last week.” Note that Broadstripes search accepts natural language search terms like “last week” or “a year ago,” or you can use a calendar date like “2/20/2017.”
- That’s it. (Since we have only one rule, we don’t need to choose a Boolean operator this time.)
- Click the Search button to run the search. All the workers who have signed cards in the last week will display in the Search results panel.
- To see a count of the total number of contacts in the search results at a glance, check the upper right-hand corner of the search results panel.
Save (or share) a search
When you’ve built a useful search that you think you might want to run again, you can choose to save it. You can also share your saved searches with a single user, or all users in your project. In this example, we’ll save our search and share it with another organizer, Jane.
- From the Search Results panel, click the “save search” link in the upper right corner of the page.
- Give your search a name.
- Next, choose whether you want to share the search. You can:
- Save it for your own use only (select Personal)
- Share it with all Broadstripes users on the project (select Shared)
- Share it with a specific user (select For someone else, then type the user’s name). We’ll choose this option to share the search with Jane.
- Last, check “Attach current search layout” if you want Broadstripes to display exactly the same columns of data you are looking at now each time the search is run in the future (for instance, Contact name, Job title, and Assessment code). This is called “embedding a layout” in the search. If you want to learn more, check out the articles Create and save a layout and Embed a layout with a saved search.
- Click Save search to save. The search will now appear in Jane’s YOUR SEARCHES list in the menu on the left-hand side of her Broadstripes page.
Where are searches saved?
In the previous step, you learned how to save and share searches. If you want to retrieve a saved search, you’ll need to know where to find it. Depending on how you save or share a search, they’ll be saved in different places:
- Personal: Personal saved searches will appear under YOUR SEARCHES in the left-hand Broadstripes menu.
- Shared (with all users): Shared searches will be listed under SHARED SEARCHES in the left-hand Broadstripes menu for you and all users in your project.
- For someone else: These saved searches will only appear in that designated user’s YOUR SEARCHES list. You will not have a copy of these shared search in your own saved searches list. (If you want a copy of the search for yourself, save it first as a personal search, then repeat the process and choose to save it for that other user.)