Advanced Entity Find

Advanced Find is a powerful DB segmentation tool which allows you to filter and customize the entity grid displayed in the Data Model Explorer.

To access Advanced Find, in the Data Model Explorer, at the top-right corner of the page, click the Advanced find () icon. The Advanced find page will be displayed similar to the figure below. The page allows you to choose the criteria and conditions for displaying your entities.

Step 1. Select the attributes you wish to display

Click the Attribute list button to open the he Attributes List page. This page lists the attributes that all entities have in common.

Select the attributes you want to include in the fetch by clicking the corresponding checkbox in the Select column.

For all selected attributes, in the Alias column, type a unique alias name.

IMPORTANT!
The alias is used by the system to distinguish between various records; therefore, providing a unique alias for all selected attributes is mandatory. Do not use the same alias name for two different attributes.

Scroll-down at the bottom of the attributes list and click OK. The page listing the entity’s attributes will be closed.

STEP 2. Apply Filtering Conditions

From the Conditions section you need to select the conditions which must be met in order to include a record into the data fetched from the database.

You can apply multiple conditions which need to be met separately or in combination by selecting either AND or OR as logical operator.

To set up the fetch entity data conditions, follow these steps:

  1. From the drop-down field displayed in the Conditions section, select the logical operator:

    AND – to apply multiple conditions which need to be met separately.
    OR – to apply multiple conditions when at least one condition needs to be met.
    You can apply multiple conditions by using as many logical operators as you need. Once you select one, another logical operator field will be displayed beneath the first one, and so on.
  2. Select the entity on which the condition is to be applied.
    NOTE
    In Advanced Find, you can only select the generic base entity.
    After selecting an entity, the Attribute select field will be displayed below the selected entity.
  3. Click in the Attribute select field. A drop-down list will be displayed, listing only the attributes that all entities have in common.
  4. Select an attribute existing on the entity previously selected. Below the selected attribute, the Select operand field will be displayed. The table below describes the operands you can choose from.
    OperandsDescription
    ContainsRecords will be included into the data fetched from the database if the value of the selected attribute contains the value given in the field displayed below the selected operand field.
    NotContainsRecords will be included into the data fetched from the database if the value of the selected attribute does not contain the value given in the field displayed below the selected operand field.
    EqualsRecords will be included into the data fetched from the database if the value of the selected attribute equals the value given in the field displayed below the selected operand field.
    NotEqualsRecords will be included into the data fetched from the database if the value of the selected attribute is different than the value given in the field displayed below the selected operand field.
    Greater ThanRecords will be included into the data fetched from the database if the value of the selected attribute is greater than the value given in the field displayed below the selected operand field.
    Greater Than or EqualRecords will be included into the data fetched from the database if the value of the selected attribute is greater than or equal to the value given in the field displayed below the selected operand field.

    Lower Than

    Records will be included into the data fetched from the database if the value of the selected attribute is lower than the value given in the field displayed below the selected operand field.

    Lower Than Equal

    Records will be included into the data fetched from the database if the value of the selected attribute is lower than or equal to the value given in the field displayed below the selected operand field.

    IsNotNull

    Records will be included into the data fetched from the database if the value of the selected attribute does not contain a null value.

    IsNull

    Records will be included into the data fetched from the database if the value of the selected attribute has a null value.

    Last X Days

    Records from the last 'x' days will be included in the data fetched from database. Where x is the number of days specified in the field displayed below the operand.

    Last X Months

    Records from the last 'x' months will be included in the data fetched from database. Where x is the number of months specified in the field displayed below the operand.

    Last X Years

    Records from the last 'x' years will be included in the data fetched from database. Where x is the number of years specified in the field displayed below the operand.

    Last X Weeks

    Records from the last 'x' weeks will be included in the data fetched from database. Where x is the number of weeks specified in the field displayed below the operand.

    Next X Days

    Records which have the creation date greater than today but less than x days from today. Where x is the number of days specified in the field displayed below the operand.

    Next X Months

    Records which have the creation date greater than today but less than x months from today. Where x is the number of months specified in the field displayed below the operand.

    Next X Years

    Records which have the creation date greater than today but less than x years from today. Where x is the number of years specified in the field displayed below the operand.

  5. Select an operand from the lists.
  6. If needed, in the text field below the operand field, enter the match value for the selected operand.
  7. Repeat for any additional filtering criteria.

For example, the criteria below will filter entities that have either the FTOM_MKT_Audience or the FTOS_MKT_Campaign business workflows attached.

Before saving the fetch, we recommend you to preview the fetch and validate the fetch results.

STEP 3. Validate the Fetch Results

To validate the fetch results, preview them by clicking the Preview button at the bottom of the Advanced find page. The Preview page will be displayed. The figure below is a preview example of data fetched from the Account, Contract and Product entities.

Validate the results, then click OK to close the page.

To filter the fetch, in the Advanced find page, click OK.