Creating queries, searching, and getting notifications using the Query Editor

This article describes how to create queries and how to search using the Query Editor. 

About the Query Editor

The Query Editor is your best option to build complex and precise searches. You can use the Query Editor to search over data conditions, links, completeness levels, and specifications. You can also add, edit, save, and share queries with others.

The Query Editor can be found in Enrich, in the top navigation toolbar, and in the work area section of any Entity overview. For more information, see Query Editor.  

Creating queries and searching with the Query Editor

Inside Enrich
do the following:

1.  Click (Query Editor) on the navigation bar.
   The Query Editor modal opens. 
   
   
2. Select an Entity Type to use and add conditions to your search by selecting from the available options in the Select value drop-down menu.
   

   For example: Entity Type Equals Product

    

   If your fields have the same name, it might be useful to distinguish between them using the FieldTypeId. For more information, see SHOW_FIELDTYPEID_WHEN_ENRICHING

3. Add more query conditions if necessary.
   You can select between different query conditions:

   • (Data condition)
     Additional data to search on for the EntityType.
     
     
   • (Relation condition)
     For example, Links to other Entities exist or don't exist.
     
     
   • (Completeness condition)
     For example, a specific Completeness Group or Rule being complete or incomplete.
     
     
   • (Specification condition)
     Searches a defined Specification template and any Specifications fields in that template.
     
     
4. Click (Save) to save your query to a work area. 
   The Save query section appears on the Query Editor modal.
   
   
5. Give your query a name using the Name new query field.
   You can select My work areas and queries or Shared work areas and queries as the location.
   
   

    

   If you intend to use the query in workflows make sure to tick the Save as workflow query box, otherwise the query will not be available in the completion requirements list. See Creating and managing workflows.

   
   Click Save when you are done.

Using the Query Editor on Specifications

The Query Editor provides an easy way to add simple or complex queries to search any aspect of the specification data, providing a better overview and increased accessibility to specifications. This is especially useful when working with large numbers of attributes.

Getting notifications on queries using Notify me

You can set a notification for when you need to take action on a particular query using the (Notify me) option found inside the Query Editor.

You define the criteria by using the Query Editor, creating a notification for you when the exact criteria have been fulfilled. You can choose to be notified by email or to generate a new task.

Creating queries specifically for workflows

Workflows use the Query Editor to set their completion requirements. Before saving a query you will need to make sure that the Save as workflow query box is ticked, otherwise the query will not be available in the workflow completion requirements list.

Completion requirements are sets of rules that dictate what needs to be achieved during a workflow assignment, and unlike normal search queries, they specify assignment completion requirements rather than search criteria.

For example, a normal search query is:

Entity type = Product AND name = EMPTY

This query returns all products without a name.

The equivalent completion requirement query is:

Entity type = Product AND name = NOT EMPTY

This ensures that the workflow assignment is complete when the product name is filled out by the workflow task assignee.

Understanding the distinction between these types of queries is essential for effectively setting up workflows and their assignment completion requirements.

For more information on workflows, see Creating and managing workflows.

Search results

In Enrich, search results are displayed in a Work Area where the different Entities appear as Entity cards. This is the default view, called the Card view . You can toggle between showing products as Entity cards or as a table. When working with several Entities in a single Work Area, use Table view to get a better overview.

The Table view adds the possibility to present, group, sort, and select a set of Entities from a list. Using the group function, you simply drag and drop the field you want to group into the grouping area at the top of the table. From here it is also possible to sort the table by any field. It is also possible to select individual table rows as well as groups of rows from the table view.

Refreshing a query result

Use (Refresh query) next to Query to refresh the query results.

Multi-select on a search result

It is possible to select a single Entity, multiple Entities, or all Entities from a search result or a Work Area and simply drag-and-drop the selected group into any destination (for example, a new Work Area or a Channel Node for publishing to sales channels).

Further reading

Query editor
Creating and managing workflows