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Function documentationSearch Tool for the Select Step

 

When you execute Select steps, the system provides you with a powerful search tool that allows you to find nodes using different attributes as the search criteria.

Features

When you first specify a Select [node] operation, the Select [node] assignment block displays the selection criteria that correspond to the node's main attributes.

Example Example

If you specify a Select Contracts operation, the Select Contract assignment block allows you to use header data as the selection criteria (such as ID, description, or validity date).

End of the example.
Search Criteria are Grouped by Nodes

When the system displays attributes in the Select [node] assignment block, the search attributes are grouped by node, with the name of the node displayed at the top of the attribute list. By default, the main node attributes are displayed first.

You can search by different attributes by selecting a different node. To do so, select the Open Input Help button next to the node name and select a new node in the Value Help dialog box.

Searching by Multiple Attributes

You can search by multiple attributes to better filter the search results.

The system provides you with multiple selection fields in which you can enter the search criteria. However, you can add additional fields by selecting the Copy Line button next to a field).

Example Example

You can search for contracts for licensor ABC (Licensor attribute set to “ABC”) or you can search for contracts for licensor ABC that are open (Licensor attribute set to “ABC” and Status attribute set to “Open”).

End of the example.

Note Note

If you wish to search by multiple attributes that belong to different nodes, select the Add Node button, next to the node name. When the value help dialog box appears, select a node that contains the attribute you wish to include as your selection criteria.

End of the note.

Note Note

  • When you specify multiple values for the same search attribute, the system unites the search results (for example value 1 OR value 2.)

  • When you specify values for different search attributes, the system intersects the search results (for example value 1 AND value 2).

    Example Example

    In the Select Contract Header assignment block, you specify the following:

    • Licensor is “A”

    • Licensor is “B”

    • Status is “Open”

    The software interprets this setting as follows: (Licensor is “A” OR Licensor is “B”) AND Status is “Open”.

    End of the example.
End of the note.
Search Operators

The syntax for a typical search is as follows: <Attribute><Operator><Value>, where <Operator> is the relationship between <Attribute> and <Value>, which needs to be met for a match to be found. An operator can be:

  • Is, where the specified attribute has to equal the specified value or date (for example Contract ID is 0100).

  • Is not, where the specified attribute has to be not equal the specified value (for example Contract ID is not 0100).

  • Contains, where the specified attribute contains the specified value (for example, Description contains “Book”).

  • Starts with, where the specified attribute begins with the specified value (for example, Description starts with “Book”).

  • Is between, where the specified attribute has a value or date between two specified values (for example, Created On is between March 1 and May 30).

  • Is less than, where the specified attribute has a value less than the specified value (for example, Rate is less than 1000).

  • Is greater than, where the specified attribute has a value greater than the specified value (for example, Rate is greater than 1000).

  • Is earlier than, where the specified attribute has a date earlier than the specified value (for example, Created On is earlier than March 15).

  • Is later than, where the specified attribute has a date later than the specified value (for example, Created On is later than March 30).

Notes on Specific Search Operators When Searching for Rights Groups

When you search for rights groups (for example, Rights Scope — Rights Groups, or Royalties Scope (Flat Fee) — Rights Groups), the software interprets the Is and Contains operators as follows:

  • Is operator

    The system searches for a direct match, and only direct match. For example, if the search criteria is: “Market is Books”, but the rights contained in the rights group are “Books; TV”, then this search will not result in a hit. In addition, if the rights contained in the rights group are “All”, this will not result in a hit.

  • Contains operator

    The system finds a match if the searched rights are contained within the rights group. This operator considers the hierarchical nature of rights dimensions. Thus if the search criteria is “Market contains Books”, this will result in a hit if the rights are “Books; TV”, and will also result in a hit if the rights are “All”.

Specifying a Maximum Number of Results

The Maximum Number of Results field allows you to specify the maximum number of search results that are returned. This prevents the system timeouts in the event that your search criteria results in a large number of results.

Clearing the Search Criteria

You can press Clear to clear the selection fields of any entered values.