Search operators
You can use search operators when performing a search. A search operator is a sign or a word that expands your search options. You should write the search operators with your search criteria.
For Date and DateTime fields, you can enter values such as +1d or -1w to adjust the date fields by the number of years, quarters, months, weeks, days, hours, minutes or even seconds. See Shortcut keys for more information.
Searches work differently in text fields and in free text fields.
Not all search operators can be used across all search pages and fields. See how you can use the search operators below.
Operator | Name | Description |
---|---|---|
* |
Wildcard |
Replaces one or more characters.
Example
Search in the field Title on the search page for cases. If you write:
|
^ |
Hat (Circumflex) |
Removes the distinction between uppercase and lowercase letters.
Example
If you write ^*sun* in the field Title, you will find cases where the field Title contains the word sun, regardless of whether it is in uppercase or lowercase letters, for example Chocolate SUNdays Ltd. |
| |
Or |
Searches for individual elements where one or more of the entered words appear. Example
By writing market|currency in the free text search field, you will find all documents where at least one of the words market or currency occurs. |
& |
And |
Searches for individual elements where all the entered words appear. To search for the character Example
To find Liebestraum, Immergut & Co, you should search by typing Liebestraum, Immergut \& Co. |
Not all operators can be used on all search pages and fields. See how you can use the search operators below.
Operator | Name | Description |
---|---|---|
* |
Wildcard |
Replaces one or more characters. Example
If you search for cases and write:
For free text searches, it is not recommended that you use a preceding wildcard character, for example *sun and *sun*. This type of search can produce a large number of results, and it might take a long time before they are displayed. |
? |
Question mark |
Replaces exactly one character. Example
If you write Pe?ersen and click Contacts in the menu, you will find all contacts with the name Petersen or Pedersen, but not Pettersen. |
|, OR |
Or |
Searches for individual elements where one or more of the entered words appear. For free text searches for documents, the search is performed in the meta data fields and in the document itself. Example
By writing market|currency in the free text search field, you will find all documents where at least one of the words market or currency occurs. |
&, AND |
And |
Searches for individual elements where all the entered words appear. Example
To find all documents where all the words market AND currency occur (for example, the words can be found in the meta data fields of the document or as indexed free text), you need to enter market AND currency in the free text search field on the document detail page. To search for the character & not as an operator, but, for example, as part of the name of a contact, you must insert a backslash before the character, that is, \&. Example
To find Liebestraum, Immergut & Co, you should search by typing Liebestraum, Immergut \& Co. |
~, NOT |
Not |
Searches for items where the words you enter after the operator do not occur. Example
Find all documents where none of the words after NOT occur. If you write interest NOT deposits, you will find all the documents in which the word interest but not deposits is found. You should always search for an item that contains "<word_to_find> NOT <word_to_find_not>". Searching for NOT deposits will produce no result. |