Overview
The Search feature on the Workflow tab allows for both simple and advanced searches. This guide describes the various methods for performing simple and advanced searches.
Contents
Find Orders Decisioned by AI Agent
To perform a search, either enter the search term in the Quick Search box (2) and press Enter, or enter the search term in the Query Box (3) on the Search page and then press the Search button.
Note: The following characters are not allowed in search strings and an error message will appear if any of these characters are used: ! > < { } ^ ~ ? && || =
- Order Search Filter Sidebar: When search results are available, filters for the results are displayed in the sidebar.
- Quick Search Box: This is present on all pages in the console.
- Query Box: The search box available on the Advanced Search page.
- Search: Click this button once you’ve entered the search term in the Query Box.
In a simple search, once a search term such as "John Doe" is put in the Query Box and the Search button is pressed, a default data set of ten fields is automatically searched. This default list is used when the search string does not include a specified column or columns.
For example, typing "John Doe" in the Query Box and pressing the Search button would return search results on all of the transactions containing the word "John Doe" in the Name, Email, and other fields available in the default list. The search term is case insensitive, so the search term can be "john doe," "John Doe," or "JOHN DOE," and the same results will still be returned. Searches are always restricted to the current merchant.
You can use a wildcard such as john* doe, for example, to catch cases such as “John Doe” and “Johnathan Doe.”
If you need clarification, contact your Customer Success manager.
Default List
These are the columns that are automatically searched when a simple search is conducted. Strings can be filtered to produce specific search results such as billing_phone: 2085551234.
|
Column Name |
Column Abbreviation |
Column Type |
|
Transaction Id |
transaction_id |
String |
|
Website Name |
side_id |
String |
|
First and Last Name |
name |
String |
|
Hashed Card Value |
card |
String |
|
Ship to Email Address |
ship_to_email |
String |
|
IP Address |
ipad |
IP |
|
Email Address |
|
String |
|
Customer ID |
uniq |
String |
|
Order Number |
order_number |
String |
|
Transaction Date |
transaction_date |
date |
Search Results Page
Search results are generated on the Search page. When the cursor hovers over any title item on the Search Results page, a tool tip will appear displaying a brief description of the item. This includes column headings, data element descriptions, and data value helps. Some names or values may be shortened in the Search Results such as "BIN CC." Hover over the element to see the full name such as "BIN Country Code."
Comments
0 comments
Please sign in to leave a comment.