4.2.1 Searching Instances

The Search field has the same label as that of the multiple instance description of the model. The field where you enter your search string uses the single instance description of the model as the placeholder text. The label of the search tool varies from one model to another.

You can use this tool to search for various instances of the model. When you search for instances either from a milestone dashboard or a custom dashboard, the search result (s) open in a new tab. When you search for instances from the Instance List page, the search results appear on the same page.

Only users with the role InsightModelCreator/InsightExecutive/InsightAdmin can search for instances.

Note:

Search is performed only based on the search strings and any of the Filtering Instances that have been applied earlier are ignored.

Note:

Search is performed only on identifier values of instances. For example, if your identifier is a Order Number, you can only search for instances by order number.

The search tool is available at the top right-corner of the screen and appears as follows:

If you want to see all the instances of the model, click View All available in the search tool to navigate to the Instance List page. The Instance List page opens in a new tab.

When you search for an instance, if the identifier is of type numeric/date, you must enter the search string that exactly matches the identifier. If the identifier is of type string, you can enter a partial string, an automatic wildcard mapping is done and all the instances that contain the partial string entered are retrieved. The supported SQL wildcards are:

• % (percentage)

• _ (underscore).