{"id":5278,"date":"2016-03-29T14:03:40","date_gmt":"2016-03-29T18:03:40","guid":{"rendered":"http:\/\/www.pcrecruiter.net\/two-minute-tuesday\/opt-out-2\/"},"modified":"2024-01-11T10:04:57","modified_gmt":"2024-01-11T15:04:57","slug":"rollups-searchfilter","status":"publish","type":"post","link":"https:\/\/www.pcrecruiter.net\/site\/2016\/03\/29\/rollups-searchfilter\/","title":{"rendered":"Two Minute Tuesday: Rollups as Search Filters"},"content":{"rendered":"

In this Two Minute Tuesday<\/a> we’ll be revisiting the topic of Rollup Lists. We’ll look at how you can use a Rollup as a filter when building an advanced search.<\/p>\n

If you have any comments\u00a0or suggestions for something we can explain in about two minutes, send an email to twominutetuesday@mainsequence.net<\/a><\/p>\n

\n

Video Transcript<\/h3>\n

Welcome to this week\u2019s Two Minute Tuesday, Main Sequence\u2019s series of short videos with tips, tricks, and tutorials to make you a more powerful PCRecruiter user.<\/p>\n

In an earlier video<\/a>, we discussed how to put records on a Rollup List. We\u2019re going to revisit rollups in this week\u2019s episode, and talk about how they can be used as a search filter.<\/p>\n

Let\u2019s say we\u2019re trying to do some business development in Salem, Oregon, and we have an existing Rollup List of active contacts in the city that we want to exclude from this new project. While the main name, company, and position search screens can perform a basic search of up to three fields combined, to do a search that excludes something requires the \u2018advanced\u2019 search. But don\u2019t let the word \u2018advanced\u2019 scare you – it\u2019s not as complicated as it might sound.<\/p>\n

From the main \u2018Company\u2019 search, we\u2019ll click on the \u2018Advanced\u2019 option in the navigation menu. Now we\u2019ll build a search query to find the Companies in Salem, Oregon which don\u2019t contain any names from our existing Rollup list of contacts.<\/p>\n

Advanced search queries are built from left to right, one line at a time. We\u2019ll start with the City. In the first pulldown, we select a general search area. In this case, we\u2019re going to choose Predefined Fields, because City is a predefined PCRecruiter field. We choose \u2018City\u2019 in the second pulldown. In the third pulldown, we choose what sort of match operation we\u2019re doing. The \u2018Equal\u2019 operator is the best choice here because we want exact matches for the term we\u2019ll be using. We could also use the \u2018Like\u2019 operator if we were doing a partial match. And in the last box we enter our search term: Salem. Now we click \u2018Add\u2019 to lock in this line of the query.<\/p>\n

Now we can build another line for the \u2018State\u2019 criteria, so that we don\u2019t get Salem, Massachusetts or Salem, Ohio and so on. Again, we start on the left with Predefined Field; then choose State; the \u2018Equal\u2019 operator; and the value \u2018OR\u2019 for Oregon. We click \u2018Add\u2019 again.<\/p>\n

Lastly, we\u2019re going to use our Rollup list of client contacts as a filter. From the first pulldown, we\u2019ll select \u2018Name Rollup\u2019, because we\u2019re going to be filtering the search based on list of name records. When we use a list as a search criteria, the only options are \u201con list\u201d or \u201cnot on list.\u201d We only want to find companies where the names are not on the list. We use the popup arrow to select which list we want to use.<\/p>\n

The pulldowns here allow us to set whether each line will be treated as an AND or and OR within the search query. In this case, we only want to find records where all three of the criteria apply, so it will be \u201cAND\u201d all the way down. In other cases, however, you might use these pulldowns to group a few criteria together\u2026 for example, asking the system to find records where the city AND the state match, OR the records are not on the rollup list. The arrows allow you to move the criteria up or down to arrange such groupings.<\/p>\n

When the query is built as you wish, you\u2019ll click the search icon in the action menu to run it. If the results aren\u2019t what you had in mind, clicking the \u2018Advanced Search\u2019 item in the nav bar will take you back to your search query to refine the criteria and run it again.<\/p>\n

For more Two Minute Tuesdays, subscribe to this YouTube channel and watch our social networks or your PCR login screen. If you have any suggestions for future episodes, send an email to twominutetuesday@mainsequence.net.\n<\/p><\/div>\n","protected":false},"excerpt":{"rendered":"

In this Two Minute Tuesday<\/a> we’ll be revisiting the topic of Rollup Lists. 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