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Search Engine

Find the right records through keyword search, attribute filters, state filters, sorting, enforced filters, and exportable results.

Explore the Capability

Overview

Search Engine enables users to work with large operational datasets without manually scanning hundreds or thousands of records. Users can search by name, apply advanced attribute filters, combine conditions, sort results, and export filtered records.

The capability works across dashboards and relation views. Administrators can configure enforced filters so users see only the relevant subset of data while still allowing additional user-defined filters where appropriate.

Configured capability

What the Capability Enables

  • Search records by name through quick search.
  • Filter dashboard and relation data through multiple attribute conditions.
  • Use attribute-aware operators based on field type.
  • Apply state filters, sorting, and relation-level filters.
  • Export filtered results to CSV.

Operational capability

Core Capabilities

Quick Name Search

Use a contains-style condition on record names for fast lookup by partial keywords or identifiers.

What this enables

  • Find records from dashboard lists.
  • Search partial names or identifiers.
  • Reduce steps for common lookups.

Use cases

  • Find an element by partial number.
  • Search using an identifier fragment.
  • Reduce a dashboard to matching items.

Advanced Attribute Filtering

Build conditions across visible attributes using AND/OR groups and field-aware operators.

What this enables

  • Filter across multiple attributes.
  • Combine precise AND/OR criteria.
  • Use operators suited to text, dates, numbers, and empty values.

Use cases

  • Find wall elements with required dimensions.
  • Filter records by lifecycle state.
  • Search within a planned date range.

Enforced and Process-Specific Filters

Configure required criteria that users cannot remove while allowing additional filters above the enforced base.

What this enables

  • Predefine dashboard and relation criteria.
  • Prevent removal of process filters.
  • Allow additional user refinement.

Use cases

  • Show only records matching a selected type.
  • Limit a link dialog to eligible states.
  • Keep a dashboard focused on today's plan.

Relation Search, Sorting, and Export

Search related records in context, sort supported columns, and download the exact filtered result set.

What this enables

  • Search related records without leaving the parent.
  • Sort dashboard data.
  • Export filtered CSV results.

Use cases

  • Link only eligible records.
  • Sort results by priority.
  • Export a filtered subset for validation.

Configured process

How the Capability Works

  1. 1

    Open the required dashboard or relation view.

  2. 2

    Use quick search for a name or identifier.

  3. 3

    Add advanced attribute conditions and groups.

  4. 4

    Apply state, date, reference, numeric, or text conditions.

  5. 5

    Sort, review, link, open, or export the results.

In practice

Customer Scenarios

Scenario 1

Finding records in a large dashboard

Quick search and attribute filters reduce hundreds of records to the exact items required.

Scenario 2

Enforcing process relevance

A configured relation widget exposes only eligible records of the required type and state.

Scenario 3

Exporting filtered operational data

A manager filters by type, state, and building, then exports the result to CSV.

Configuration and governance

Controlled by Configuration

  • Searchable fields depend on dashboard or relation configuration.
  • Configure enforced filters through Query Builder and Design Studio.
  • Allow user filters above enforced criteria without changing the base.
  • Keep exports aligned with filtered results and visible columns.

Customer value

  • Improve productivity across large datasets.
  • Find exact records without manual scanning.
  • Preserve process control through enforced filters.
  • Make filtered data available for downstream review.

Advanced Search & Analytics

Find the Exact Records the Task Requires

Combine quick lookup, advanced conditions, enforced process context, relation search, sorting, and exportable results.

Configure Protrak for Your Business Explore Advanced Search & Analytics