Getting Started with Search in Onna

Inside the Onna search experience you’re able to easily create queries in the search bar in the ‘Search’ tab (a). 

You can also build complex search queries with groups inside the ‘Search builder’ tab (b).

The ‘Saved queries’ tab (c) is where you’ll be able to view saved queries, share queries, and search using saved queries. You can learn more about this functionality in the article How to Save and Manage Search Queries. 

Finally, you’re also able to build large and complex queries using a load template in the ‘Load template’ tab (d). You can learn more about this functionality in the article How to Search Using a Template.

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You’ll now see the ‘Searchable fields’ window appear. From here you can select any top level field category (a) to have all fields associated with that category selected. To customize which fields you want to enable in each category, simply click on the arrow next to the category to expand the section. You’re then able to select or deselect fields within the category (b). Any field that is grayed out is a field that cannot be disabled. 

For more guidance on what each field means, you can review the article Onna Searchable Fields which is available from the UI by clicking the ‘Searchable fields guide’ link (c). 

Once you’ve made all the changes you’d like, simply click the blue ‘Save changes’ button (d) at the bottom of the window.  

All Data

You are able to search across all data you have access to in Onna including data located outside of workspaces. 

To search across all data simply click on ‘My Onna’ (a) and enter your search into the search bar (b). 

All Workspace Data

You can search across all data you have inside your workspaces

To do so, simply go to the ‘Workspaces’ page (a) and enter your search into the search bar (b). 

An Individual Workspace

You can also search across all data within an individual workspace. To do so, navigate to the workspace you want to search. You will see the workspace name in the top left corner of your screen (a) and will also notice the workspace name inside the search bar (b). Then, you can enter your search in the search bar at the top of the screen (c). 

A Single Source

Real-time syntax guidance

So you’re able to easily understand your query at any moment, we’ve developed real-time syntax guidance so you can feel confident in the queries you’re creating. 

As you enter your query you’ll notice color coding that indicates different aspects of your syntax: 

1. The blue text allows you to see the syntax of your operators as you enter them. 
2. Any maple colored text indicates logic-based words that help to narrow down or broaden search results (ie: AND/OR)
3. All black text is the text and characters you’re searching related to certain operators. 
4. Any red text highlights an error with your query syntax. If there is an error with your query you will not be able to run the search until you resolve the errors. 
    

Operators Guide

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For operator guidance when creating your query you will notice a list of ‘Most used operators’ (a), ‘Special operators’ (b) and ‘Conditions’ (c) that you can just click on to add them to your query. For additional guidance on search operators you can visit the article Search Operators in Onna. You can also access this article in-app by clicking on the link ‘See all available operators’ (d). 

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You’ll now see a left parentheses appear in your search bar. To continue you need to add a field to search. You can do this by typing the field into the field search bar (a) and clicking on the field or scrolling through the list of fields (grouped by category) and clicking the field you want to search (b). 

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Once you’ve selected the search field you want to search it will appear in the first field of the search (a). You’ll then select a condition related to your search field in the second field of your search (b). The four possibilities for this field include: 

• IN [ ]: Enables searching for multiple words or phrases simultaneously.
• IS: Requires an exact match for the specified keyword or phrase.
• CONTAINS: Indicates that the field should include a portion of the provided keyword or phrase.
• Is Set: Denotes that the field contains a value within its scope.

Finally you’ll enter a term you want to search in the ‘Reference’ field (c).

If you want to exclude the results that might be included in this first part of your search grouping, you can click the ‘Not’ button (d). Once you do this, you’ll see ‘Not’ appear in front of this first search(e).

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After clicking the new field you are then able to select a condition to narrow down or broaden search results (a) from the drop down in front of the new field. Your choices here include: 

• AND: Joins search terms, requiring all terms to be present in the results.
• OR: Maintains search terms as separate entities, each searched individually, with results combining all matches.
• AND NOT: Merges excluded search terms, ensuring they are absent from the results.
• OR NOT: Preserves excluded search terms separately, each treated individually, ensuring they are absent from at least one result.

You’ll then complete the information for the second part of your search grouping (b). 

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After adding a new group you’re able to select a condition, related to the first group, to narrow down or broaden search results.

After selecting your condition you will then repeat steps 5-8 to complete your second group. 

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