Filtering search results

To narrow down search results, you can filter the results.

You can select filter values based on which you want to filter the search results. The Filters panel displays the filter values in the title case irrespective of the case in which the field values are available in the records.

You can also filter records based on fields that don't contain any value.

1In the Filters panel of the search results page, select a field value based on which you want to filter records.

2To filter records with fields that are blank or contain only spaces, select (Blank).

Note: When you select the (Blank) filter value for a field, ensure that you don't select other values for the field. If you select other values, MDM SaaS clears the selected (Blank)filter value.

3To filter records with specific field values, enter a search string.

For more information about the different search strings, see Using the search box to find records.

4To filter search results based on a hierarchy, perform the following steps:

aSelect a hierarchy as a filter.

You can view up to 1000 hierarchies as filters in the Filters panel. If the search results aren't up to date, contact your administrator to process the hierarchies for search.

bTo filter records that belong to a node in the hierarchy, select a node.
cTo exclude the child records of the selected node from the results, clear Include records from child nodes.

Note: By default, the child records of a selected node are included in the search results.

The following image shows sample search results that are filtered based on Product Hierarchy:

The image shows search results for the Electronics category from the hierarchy Product Hierarchy. The search results include Watch Ultra 2, iPhone 15, and XPerience 10 Pro 1TB.

5To manage the filters in the Filters panel, edit the Filters panel and customize filters.

- Include fields to filter the search results based on a date range or any numeric range that you specify.
- Remove or add fields to the Filters panel.

6To filter active records, deleted records, or both, select Active, Deleted, or both options from the Record State Indicator filter.

By default, the Active option is selected, and the search results page displays active records.

Note: If you select Deleted, ensure that you select All or Skipped from the Validation Status filter.

The following image shows sample search results that are filtered based on deleted master records:

The search results page shows the Record State Indicator filter that contains Active and Deleted values. The search results display the deleted master records.

7To filter records based on their validation status, perform the following tasks:

aIn the Validation Status filter, select the following filter values:

▪ Validation Errors. Filters records that have validation errors.
▪ Valid. Filters records that don't have any validation errors.
▪ Pending Validation. Filters records that are yet to be validated.
▪ Skipped. Filters records for which the validation status is set to skipped.

All deleted records have the validation status set to skipped.

Note: If you select Skipped, ensure that you select Deleted from the Record State Indicator filter.

bTo further filter records with validation errors, select filter values in the Error Type and Errors filters.

The following image shows sample search results that are filtered based on validation errors: