Search

Learn to use Broadstripes’ search and filter features.


Use the Quick Search

Use the Quick Search

Quick search Much of the work you do in Broadstripes will begin with a search. Whether you’re trying to pull up the record of one specific person, or all the people at a certain work location, it’s simple with Quick Search. Click the Quick Search link in...
Search for a person

Search for a person

To search by a worker’s name simply place the cursor in the search box at the top of the screen, just to the right of the Broadstripes logo, and begin typing the name of someone you’d like to find.

Search for people by their workplace

Search for people by their workplace

Intro Sometimes you want to search for a single person by name; at other times, you may want to see a group of people all at once. A common case is when you want to see everyone who works in a particular shop or department. For this example, we’ll search for...
Add an employer filter

Add an employer filter

Limit your search to a particular set of workplaces. One of the most helpful features of Broadstripes is how it can help organizers and other union leaders quickly find people they’re looking for. The Employer filter tool makes that even easier for you to do by narrowing your search to a certain group of workplaces or employments. Here’s how to use it.

Sort search results

Sort search results

After running a search, you may want results to display in a certain order. For instance, if you’re interested in gauging support, you’ll want to sort by workers’ assessment codes. With Broadstripes, sorting search results is just a few clicks away....
Search Builder – build an advanced search (+video)

Search Builder – build an advanced search (+video)

Overview Broadstripes’ “search builder” helps you find search terms and build complex searches. As your familiarity with Broadstripes grows, you will likely want to filter your lists with more precision. This will mean searching by multiple criteria...
Save and/or share useful searches

Save and/or share useful searches

Intro 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. Save (or share) a search In this example, we’ll save a...
Add a rule or multiple rules to your search

Add a rule or multiple rules to your search

A search with multiple rules generates a more precisely filtered list. With Broadstripes search, you can filter on multiple keywords or phrases to refine your list of search results. Broadstripes refers to each of these search filters as “rules.” For this example, we’ll show how to use multiple rules to search our project for the leaders at a particular shop called “Big Shop.”

Add rule groups to your search (+video)

Add rule groups to your search (+video)

Overview You may remember that we built a multiple-rule search for “people who are leaders at Big Shop” in a previous help article. Imagine that you now need a similar search that will find leaders at either “Big Shop” or “Small...
Search by event-related info

Search by event-related info

Intro Many Broadstripes projects use events and event steps to capture particular actions in the workflow of a given campaign activity, for example: To track petition signatures To track invitations, RSVPs, and attendance for a meeting or rally To record whether...
Search event info using dates or a timeframe

Search event info using dates or a timeframe

Intro Broadstripes search builder allows you to search for very specific info including who has attended a rally in the last month or signed a card in the past week. In Broadstripes, that type of information is recorded as events and event steps. Keep in mind that...

Broadstripes search language

Search Operators and Syntax Operator Matching Examples = Matches whole words in any order “name = john” finds people named John but not Johnson : Matches word fragments in any order “name: john” finds people named John or Johnson != Negative search name != john...