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User Advanced Search

The user advanced search feature is helpful if you have a large number of users and want to filter them based on multiple criteria.

You can access this feature by navigating to My Account>Settings>Users and Permissions>Users and clicking the Advanced Search link –

 

Condition Groups

The feature works on the basis of ConditionsCondition Groups and AND/OR operators between them.

Search Using a Single Condition Group

  • You can set one or more conditions within a single group.
  • And then configure –
    • All conditions to be met – AND
    • Any condition to be met – OR

For example, let’s say you want to find users from Bangalore. You also want to accommodate alternate entries for Bangalore like ‘Bengaluru’, ‘BLR’, etc. In this case, you’ll use the Any Condition (OR) option and your condition group will look something like this –

City is Bangalore OR City is Bengaluru OR City is BLR

Or condition group

On the other hand, if you want to search for users from Bangalore, Delhi and Mumbai, then you’ll use the All Conditions (AND) operator –

City is Bangalore AND City is Delhi AND City is Mumbai

User Search Example

 

Search Using Multiple Condition Groups

  • You can create multiple condition groups.
  • And then configure –
    • All conditions to be met across all condition groups – AND
    • Any condition to be met across all condition groups- OR

Note: You can’t set both the And condition and Or condition within a group. You also can’t set both the And condition and Or condition across groups. You must choose one condition to use within a group and the other condition will automatically apply across groups. For example, if you set the OR condition within a group, the AND condition will automatically be applied across groups.

Building on the same example, let’s say you want to find sales users in Bangalore OR Bengaluru OR BLR. You’ll need to set up a new condition group using the Add Condition Group button at the bottom left side of the pop-up. Your search should look like this –

City is Bangalore OR City is Bengaluru OR City is BLR

AND

Role is Sales User

User Search Multiple Groups

 

Any Questions?

Did this article give you the help you needed? How do you filter your users? We’d really appreciate any feedback you’re willing to share in the comments section below.