Searching and Filtering the Guide List

You can reduce the number of guides that you see by searching for a guide or filtering by content item in the left panel.

1. Searching guides: Enter a search term in the search box to find the guide-by-guide title.
2. Filtering by content items: Select a content item in the left panel to show only those guides.

To search for a particular guide:

Use the Search Box to search for a particular guide.

To filter the guides:

1. Select the Filters button.

   The Filters slider menu appears. Use the checkboxes to filter the guides according to your preference.

   

   To clear the filter, select the Reset button.

   

Console Smart Search

Console Smart Search functionality improves the quality of search results when searching for content items by keywords or search terms. When users search on a specific keyword or search term, Smart Search will not consider the current sort order and instead will return matching results based on Search Relevance. Search results will then be displayed in the following order:

1. Content items that match the search term in the Guide Name
2. Content items that match the search term in the Description
3. Content items that match the search term in the Tip text
4. Content items containing URL(s) that match the search term.

For example, a keyword search for “redwood” finds 5 content items, each containing the term “redwood” in the guide name. Note that the search results are sorted by Search Relevance as indicated in the Sort dropdown menu:

In this example, a keyword search for the term “benefits” finds 7 matching results. 4 of the content items contain “benefits” in the guide name, 1 content item contains “benefits” in the description the last 2 content items contain “benefit” within the tip text:

Additional considerations when using Smart Search:

Smart Search by date (expressed as “MM/DD/YYYY”) will return matching results from both the Last Modified date in guide settings and Created At date in version history.

Search for guides by date:

Results will include guide with date matching the Last Modified date.

Results will also include guides with date matching Created at date in Version History.

Expected behavior - Date range search (for example: “06/01/2024 - 08/30/2024”) is not supported in Smart Search at this time and will not return accurate results. Only single date strings (expressed as “MM/DD/YYYY”) can be used.

• Smart Search results will include guides that have an ‘exact match’ and ‘partial match’ of the search term.

Smart Search functionality has been further enhanced to improve the quality and relevance of query results when searching for content items. This update includes an enhancement to the console UI adding a Search Details modal to allow users to specify multiple search criteria when searching for content items for more efficient content management.

In the console search bar, you can enter a keyword or search string to filter and sort content items by search relevance:

Or you can open Search Details to enter multiple search criteria:

In the Search Details modal, you can search for and filter content items by one or more of the following search criteria.

Note:

Entering multiple search criteria will apply an AND operator. For example, if you enter the following search criteria below, search results will display only those content items that were updated in the last 30 days AND contain “accept” in the guide title AND contain “test” in the description:

Search string = “startDate: 10/10/2024 AND endDate: 11/09/2024 AND title: accept AND guideDescription: test”