Advanced Search lets users filter and retrieve records across all levels in SmartSimple using multiple criteria, Boolean operators, and field-specific conditions.
Who: Administrators who configure search access, and all SmartSimple users who search for records.
When to Use Advanced Search
Use Advanced Search when:
- Basic search does not return the specific records needed.
- Multiple conditions must be applied to a search at once.
- Results need to be filtered by field values such as status, type, date ranges, or role assignments.
- Search criteria will be saved and reused across multiple sessions.
How Advanced Search Works
Advanced Search is available within any search panel in SmartSimple. Click Advanced Search in the search panel to open it. To return to basic search, click the X at the top right of the Advanced Search panel.
Filter by Type, Status, Role, or Category
The filter drop-down menus at the top of the Advanced Search panel vary by the type of record being searched:
- UTA/module records - Filter by type and status.
- Users - Filter by status and role.
- Organizations - Filter by status and category.
Each drop-down menu includes the following selections:
- All - Returns all records regardless of type, role, category, or status.
- No option - Returns only records with no assigned type, role, category, or status.
- Individual options - Returns only records matching the specific selected value.
Search with Multiple Criteria
Advanced Search supports multiple search rows connected by Boolean operators (AND, OR, NOT). Each row targets a specific field using a comparison operator and search term. There is no upper limit on filter criteria for list views.
A closing parenthesis is automatically appended after the last row when using grouped operators.
Search Fields from Related Objects
UTA/module searches can include fields from related objects, selected via the Field Type drop-down menu. Available related objects include:
- The organization linked to the record.
- The branch linked to the record.
- The external individual linked to the record.
- The internal individual linked to the record.
When searching Level 2 records, fields from the parent Level 1 record are also available. User searches include fields from the parent organization.
Save and Reuse Filters
SmartSimple automatically retains the last five filters used. These are accessible from the Filters drop-down menu in Advanced Search. Filters can also be saved manually and reused via the Saved Filter drop-down menu. Saved filters can be integrated with List Views.