*All users have access to this feature.
Selecting Entity Types in the Query Builder
Access the Query Builder: Navigate to the Query Builder to begin your search.
Choose Entity Type(s): Under "Common Filters" and just below the "Assessment" section, you'll find the option for "Entity Type." Here, you can select the entities you're interested in, such as "people" or "contractors."
Search with Multiple Entity Types: If you choose more than one entity type, remember that the search criteria will apply across all the selected types. For example, if both "people" and "contractors" are selected and you search for "Assessment level 1," your results will include both people and contractors with that assessment level.
Display Specific Entity Types on the Wall Chart: The "Entity Type" option can be used to showcase a specific type or combine multiple types on the wall chart. Simply select the desired types without adding extra criteria.
The above .gif shows the mobile view where users can easily access and utilize the Query Builder.
Running and Resetting Queries
Choose Your Criteria: Inside the Query Builder, select the conditions you want for your search.
Run the Query: Click the "Run Query" button located at the top of the Query Builder.
Check the Results: If you've applied the intended filters properly, the Wall Chart will show only the people who match your chosen conditions.
View Your Search Summary: At the top of the list, you'll find labels that describe the criteria you used. This helps you quickly understand what conditions led to the results displayed.
To bring back your full list, select Reset Query. Reset Query will erase your query and go back to the full list immediately.
Optimizing Query Builder
Before using Query Builder, there are two important things to keep in mind:
First, the current version of Query Builder can only run simple queries, which means that everything runs in one step.
Second, selections within a category use an "OR" operator, whereas selections between categories use an "AND" operator. This is best illustrated with some examples.
For example, selecting Assessment level of 1, 2 and 3 in the Query Builder will return anyone who has an assessment of 1, 2 OR 3. That is because all of your selections are within one category.
Brian, Martha, Michael and Kelsey all have Assessment levels of 1, 2 or 3
However, if you selected Assessment levels 1, 2, and 3 and selecting anyone flagged under "Follow Up", then this will return anyone who has an Assessment of 1, 2, or 3 but only if they are also flagged for Follow Up. That is because your selection now encompasses multiple categories, and so the AND operator applies between categories.
Only Michael has an Assessment level of 1, 2, or 3 and is Flagged for Follow Up
Check out our article on Query Builder Criteria for information on each available field and how it interacts with itself and other criteria.