{"id":5338,"date":"2016-05-24T14:05:53","date_gmt":"2016-05-24T18:05:53","guid":{"rendered":"http:\/\/www.pcrecruiter.net\/two-minute-tuesday\/portal-ribbon-2\/"},"modified":"2016-05-24T14:05:53","modified_gmt":"2016-05-24T18:05:53","slug":"mypcr-search","status":"publish","type":"post","link":"https:\/\/www.pcrecruiter.net\/site\/2016\/05\/24\/mypcr-search\/","title":{"rendered":"Two Minute Tuesday: MyPCR Search Links"},"content":{"rendered":"

We’re looking at yet another way to customize and configure PCRecruiter to suit your sourcing and recruiting process in this week’s\u00a0Two Minute Tuesday<\/a>\u00a0video. Today we’re walking through adding a custom search to your MyPCR screen.<\/p>\n

Note: The ‘invalid email’ search shown in this video is not valid for databases using the Lucene search engine.<\/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

We\u2019re back with another Two Minute Tuesday, Main Sequence\u2019s series of short videos with tips, tricks, and tutorials to help make you a more powerful PCRecruiter user.<\/p>\n

The MyPCR screen is a great place to see quick stats and access hot lists and links when you first log into PCRecruiter. In this episode, we\u2019re going to look at using custom search links on your MyPCR screen. You can use any Name, Company, or Job search query that you build in the Advanced Search screen, or an SQL query entered by hand.<\/p>\n

For this example, we\u2019ll choose a simple search. Let\u2019s say our colleague, Raymond, is entering lots of name records into the database. Some of them may be missing the email address, and he\u2019s going to go back and fill them in later. We want to keep tabs on the project and let him know if he\u2019s forgotten to complete them.<\/p>\n

To start we\u2019ll go to the Advanced Name Search and create a query. For the first search term, we want Predefined Fields > Email Address > Is Empty. We click \u2018Add\u2019 to lock in the term. We can also catch improperly formatted addresses by choosing Predefined Fields > Email Address > Not Like > %@%.%. The percentage sign is a search wildcard, so this will find any emails that aren\u2019t in the usual \u201csomething at something dot something\u201d format. We\u2019ll click \u2018Add\u2019 again, and we\u2019ll set this the dropdown to \u201cOR\u201d so we find records matching either term. Lastly, we\u2019ll limit this to Raymond\u2019s records by choosing Predefined Fields > User Name > Equal, and selecting his username from the popup. We\u2019ll set this second dropdown to \u201cEnd Group \/ And\u201d so that the first \u201cOR\u201d search is grouped together, and the username search is treated as a requirement in addition to that result.<\/p>\n

If we expand the \u2018Query\u2019 section, we can see the structured query language that we\u2019ve just built. We\u2019re going to highlight and copy it. Now we\u2019ll load the My PCR screen and open the Configure option from the Action menu. We want to configure the \u2018Search Links\u2019 item from the sidebar. <\/p>\n

To start, we\u2019re going to give this search a descriptive title. Now we paste the query into the Search box. Next, we tell the system whether this is a Name, Company, or Position search.<\/p>\n

Let\u2019s stop at this point and save the configuration. We can see our new search in the Custom Stats area with a number indicating how many matching results exist. Clicking on the item will run the search so we can view the names that need to be completed.<\/p>\n

Let\u2019s go back into the config screen and add a notification. It\u2019s ok if Raymond\u2019s got a handful of incomplete records at a time, but if there are 10 or more, then we want a notification so that we can give him a reminder. That\u2019s where the Notification Trigger comes in. We\u2019ll set it to \u201cGreater Than 9\u201d and add a Popup Message. Now, if the number of results for this query gets to ten, we\u2019ll get an alert popup whenever we load the MyPCR screen.<\/p>\n

For more complex searches check out the list of custom queries in the PCR 9 Learning Center, or contact Main Sequence support to ask about custom queries for your particular needs.
\nAnd for more Two Minute Tuesdays, subscribe to this YouTube channel, follow us on Facebook, LinkedIn, or Twitter, join the LinkedIn PCRecruiter user group, and watch our blog posts on your PCR login screen. If you have any suggestions for future Two Minute Tuesdays, send an email to twominutetuesday@mainsequence.net.\n<\/p><\/div>\n","protected":false},"excerpt":{"rendered":"

We’re looking at yet another way to customize and configure PCRecruiter to suit your sourcing and recruiting process in this week’s\u00a0Two Minute Tuesday<\/a>\u00a0video. 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