Ascendix TechnologiesOpen/Close Panel

CRM Consulting Services and Commercial Real Estate Software Since 1996

Open Search
  • Services
    • CRM Consulting
    • Dynamics 365 Consulting
    • Salesforce Consulting
    • Salesforce Implementation Services
    • Salesforce AppExchange App Development
    • Salesforce Integration Services
    • Software Development Outsourcing
    • Ascendix CRM Concierge Service
  • Products
    • Ascendix Search
    • AscendixRE CRM
    • AscendixRE Pricing
    • AscendixRE Capital Markets
    • AscendixRE Land
    • Composer
    • MarketSpace
    • Property Listings Website
  • Industries
    • Financial Services
    • Commercial Real Estate
  • About
    • Our Team
    • Meet Our CEO
    • Engagement Models
    • How We Work
    • Ascendix Videos
  • Clients
  • Blog
  • Contact
  • Login

Ascendix Search Update: OR, NOT IN, Dependent Picklists

March 28, 2019

New Ascendix Search release is here and we have lots of great features to increase your productivity and help you perform even more advanced searches of your Salesforce data. Now we support OR conditions, Not IN searches, Salesforce dependent picklists and introduced new features for Admins to help them stay in control of all data searches within their Org.

Start My Free 30-Day Trial

Let’s dive in and see new features in action:

In this Update:

  • Search for records using OR conditions between operators
  • Search by related record with NOT IN option
  • Support for dependent picklists
  • Use Shift/Ctrl keys to select multiple records
  • Configure map popup for Google Maps
  • Decide which fields are searchable
  • Prevent users from adding/removing search criteria

Table of Contents

  • Search for Salesforce Records Using OR Conditions Between Operators
  • Search by Related Record with NOT IN Option
  • Support for Dependent Picklists Salesforce
  • Use Shift/Ctrl keys to select multiple records
  • Configure Map Popup for Google Maps
  • Decide Which Fields are Searchable
  • Prevent Users from Adding & Removing Search Criteria
  • Need Help? Have Questions?

Search for Salesforce Records Using OR Conditions Between Operators

A long awaiting feature is now available! Starting this release, you can use OR conditions between operators.

Before this release, Ascendix Search users could filter results for any criteria with a value specified using an AND condition.

While in single fields we supported the OR condition via our IN operator, there was no way to have an OR condition between different fields or different values for the same field.  

Now, you can group criteria together to indicate an OR condition between the fields instead of always assuming an AND condition.

Ascendix Search Dallas or Oklahoma OR Search Salesforce

Ascendix Search: OR Condition

To illustrate what’s changing, let’s compare the below search queries:

Before:

Criteria 1. City equals Dallas

 and

Criteria 2. State equals Oklahoma

 and

Criteria 3. Industry equals Healthcare

This would query based on all criteria and return no results (because there is no city Dallas in Oklahoma).

Now:

Now you can use OR condition if you want to get a list of all records either from Dallas or from the State Oklahoma:

[Criteria 1. City equals Dallas

 or

Criteria 2. State equals Oklahoma]

 and

Criteria 3. Industry equals Healthcare

Step 1. Click Apply Filter Logic button. You’ll notice that all search criteria were enumerated and the new text box Filter Logic was added at the bottom of the section.

Step 2. Type (1 OR 2) AND 3 to define the required filter logic and click Search to get your results.

(1 OR 2) AND 3 means (City OR State/Province) AND Industry

1 – CITY

2 – State/Province

3 – Industry

How Does Filter Logic Work?

Ascendix Search follows Salesforce Filter Logic that governs how and when filters apply to your search results.

Use AND and OR operators to fine-tune your results by entering each criteria line number, separated by a filter logic operator.

For example, in our example above (1 OR 2) AND 3 finds records that match either Filter 1 or Filter 2, and Filter 3, i.e. City OR State AND Industry.

Once you click the Add Filter Logic button, Ascendix Search will enumerate all search criteria in the section starting with #1.

Good to Know:

  • If you reorder fields or add a new field, the numbers are reapplied always in numeric order. So make sure to correct your filter logic to get the results you want.
  • Grouping of criteria fields will only be supported within a section (not across relationships).
  • A user can add the same field more than once, allowing for an “OR” condition for multiple values, e.g., Industry equals Healthcare OR Industry equals Biotechnology.

Learn more about Salesforce Filter Logic

Search by Related Record with NOT IN Option

How to find accounts without contacts in Salesforce? We solve this task with our new NOT IN option.

Other сommon use cases where NOT IN feature helps:

  • Find all accounts without opportunities
  • Find all accounts without cases
  • Find leads without activities
  • Find all contacts with the status “Prospect” I haven’t emailed in 6 months
  • Find all contacts associated with a tenant rep deal who hasn’t had a property tour appointment in the last 30 days

How to perform such searches in Salesforce with Ascendix Search:

Ascendix Search Not In Contacts that were not reached today

Ascendix Search: Finding All Contacts that we called today, but didn’t reach

  • Select the object you want to Search For
  • Define the needed criteria for this object
  • Add child object and enter your criteria
  • Click on the button ‘Exclude records matching the selected criteria’

Note, that when the “Not In” mode is enabled, records matching the specified criteria for the child relationship will be omitted from search results.

That’s why you need to enter search criteria that are negative to what you want to achieve.

To make it more straightforward for you, let’s find all accounts without contacts:

Ascendix Search finding accounts without contacts

Ascendix Search: finding all Accounts without contacts in your Salesforce

  1. Select Account in Search For (because we want to get a list of accounts)
  2. We don’t have any other criteria for accounts that’s why we won’t enter any criteria this time.
  3. Click Add Section and Add Contacts
  4. Select a field that can’t be empty for your contacts, e.g., Last Name
  5. Set Last Name is not blank
  6. Click on the button ‘Exclude records matching the selected criteria’

In our example, we set first Set Last Name is not blank to get a list of contacts with last name, i.e. existing contacts. Then we clicked “Exclude records matching the selected criteria’ to activate NOT IN option.

What is more, Ascendix Search lets you save this list to monitor new accounts without contacts in the future.

Good to know:

  • The “Not In” mode is only available for child relationships
  • It applies to the entire section, not individual fields
  • It applies only to specified criteria; blank criteria are not included in the search

Support for Dependent Picklists Salesforce

This enhancement will be handy for those organizations that have the State and Country/Territory Picklists feature enabled in an organization or that have other Salesforce dependent picklists, e.g. Availability Type and Sub Type in our AscendixRE CRM for commercial real estate companies.

Ascendix Search Dependent Picklists Salesforce

Ascendix Search: an example of dependent picklist

Now, for your dependent picklists,  you’ll see two dropdown fields and you should first specify the parent filter for the dependent picklists, e.g., for State and County/Territory Picklists or Availability Type and Sub Type.  This prevents Ascendix Search from showing you unwanted values.

Use Shift/Ctrl keys to select multiple records

Small enhancements might save quite some time. In this release, we let you select multiple records using the shift/ctrl keys as with most Windows applications.

Pair this with our Salesforce mass edit and mass actions feature and you’ll unleash even more time.

How to use it:

To select a record for preview > Click a row. It will work both for checked and unchecked records.

To select a record for preview and check it > Click a row, and use the Ctrl or shift keys. Keep using ctrl key and click other rows to check them. To select multiple rows, use the shift key, click the first and the last row of your list. Everything works with most Windows applications.

Configure Map Popup for Google Maps

As you might now, Ascendix Search supports two geocoding providers – Google Maps and OpenStreetMaps. A few months ago we let users configure the displayed information on the pushpins for OpenStreetMaps.

Ascendix Search google maps configuration (2)

Ascendix Search: Google Maps Configuration

This time, we added the ability to define what details your users can see when they click on pushpins on a map for Google Maps.

Define what fields to display and their order for each record and choose to display the primary image of the record.

Decide Which Fields are Searchable

In the schema, there can be many fields not relevant to users or fields admins don’t want users to search against.  

Ascendix Search Admins now can optionally configure which fields are available to be used as search criteria and as result columns, by selecting a subset of fields on an object-by-object basis.

Ascendix Search for Salesforce dependent picklists

Ascendix Search: configuring searchable fields

By default, all Salesforce fields are available to be used as search criteria and as result columns.

Here is how to configure this:

  1. Open Ascendix Search Setup (click the gear icon ⚙️ on the right top corner of Ascendix Search).
  2. Select Object Manager Tab
  3. Select the Object you want to configure and click the icon to configure fields
  4. Check the Apply a filter (unchecked by default)
  5. Select fields that should be searchable and viewable in your search results
  6. Save

If you want to make all fields available for search again, simply uncheck the Apply a filter. Ascendix Search will remember your previous choices so it will be a matter of one click to come back to your settings later on.

Ascendix Search customize fields

Ascendix Search: Customize Fields

When checked, the list displays a list of all available fields with the following columns:

  • NAME – Displays the field label with the field schema name shown as a tool-tip
  • SEARCHABLE – Checkbox indicating if the field can be used in search criteria
  • VIEWABLE – Checkbox indicating if the field can be used as a result column

Prevent Users from Adding & Removing Search Criteria

With this feature, Admins can define saved searches which are shared to all users. Users can select criteria values but are not permitted to select which criteria fields are available to search against.

To enable this feature:

Ascendix Search enable search for users

Ascendix Search: Enable Modifying Search Criteria only for Admins

  • Open Ascendix Search Setup (click the gear icon ⚙️ on the right top corner of Ascendix Search).
  • Navigate to Options
  • Modify Search Criteria > Set ‘Enabled only for Ascendix Search Administrators’ in the Modify Search Criteria
  • Save

If the admin has configured Modify Search Criteria as Enabled only for Ascendix Search Administrators and the user is not an admin, the following features are not available:

  • Add Search Criteria
  • Add Search Section
  • Delete Search Criteria
  • Delete Search Section
  • Create New Search

The users will be able to perform saved searched, use the defined fields to search for their Data and can save them as their custom search. Also, they will be able to export search results, mass edit records and perform mass actions (e.g., add notes in bulk, schedule events).

That’s it for today. Happy Searching!

Need Help? Have Questions?

    • All Ascendix Search Release Notes
    • Ascendix Search Help Documentation
    • Ascendix Search Video Tutorials
    • Get in touch with our support

Try ascendix search for Salesforce banner

Ascendix Search Blog Release notes Salesforce

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

About us

  • About Ascendix
  • Our Services
  • Case Studies & Reviews
  • Ascendix Videos

Products

  • Ascendix Search
  • AscendixRE CRM
  • AscendixRE Capital Markets
  • AscendixRE Land
  • Composer
  • Commercial Property Listings Website

Contact Us

  •   +1 888-346-3276 Ext 2
  •   +1 972-889-8090
  •   Contact Sales
  •   Request Support
  •   Ascendix Corporate Office
    12222 Merit Drive Suite 1760
    Dallas, Texas 75251
  • Facebook
  • LinkedIn
  • Twitter
  • YouTube

© 2021 Ascendix Technologies. All Rights Reserved | Privacy Policy Sitemap

We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. By clicking “Accept”, you consent to the use of ALL the cookies.
Read MoreCookie settings
REJECTACCEPT
Privacy & Cookies Policy

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these cookies, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may have an effect on your browsing experience. Read our privacy policy.
Necessary
Always Enabled

Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.

CookieTypeDurationDescription
__cfduid11 monthThe cookie is set by CloudFare. The cookie is used to identify individual clients behind a shared IP address and apply security settings on a per-client basis. It does not correspond to any user ID in the web application and does not store any personally identifiable information.
cookielawinfo-checkbox-advertisement01 yearThis cookie is set by GDPR Cookie Consent plugin. The purpose of this cookie is to check whether or not the user has given their consent to the usage of cookies under the category 'Advertisement'.
cookielawinfo-checkbox-analytics01 yearThis cookie is set by GDPR Cookie Consent plugin. The purpose of this cookie is to check whether or not the user has given the consent to the usage of cookies under the category 'Analytics'.
cookielawinfo-checkbox-necessarypersistent11 monthsThis cookie is used to store the user consent for the cookies in the category "Necessary".
cookielawinfo-checkbox-non-necessarypersistent11 monthsWe use this cookie to store the user consent for the cookies in the category "Non Necessary".
csrftoken011 monthsThis cookie is associated with Django web development platform for python. Used to help protect the website against Cross-Site Request Forgery attacks
iopersistentSessionThis cookie is set by HeyOliver and it preserves user session state across page requests.
pctrk01 yearUsed to count page views by unauthenticated users against license usage.
PHPSESSIDpersistent1 yearThis cookie is native to PHP applications. The cookie is used to store and identify a users' unique session ID for the purpose of managing user session on the website. The cookie is a session cookies and is deleted when all the browser windows are closed.
viewed_cookie_policypersistent11 monthsThe cookie is used to store whether or not user has consented to the use of cookies. It does not store any personal data.
Analytics

Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc.

CookieTypeDurationDescription
__utma02 yearsThis cookie is set by Google Analytics and is used to distinguish users and sessions. The cookie is created when the JavaScript library executes and there are no existing __utma cookies. The cookie is updated every time data is sent to Google Analytics.
__utmb030 minutesThe cookie is set by Google Analytics. The cookie is used to determine new sessions/visits. The cookie is created when the JavaScript library executes and there are no existing __utma cookies. The cookie is updated every time data is sent to Google Analytics.
__utmc0The cookie is set by Google Analytics and is deleted when the user closes the browser. The cookie is not used by ga.js. The cookie is used to enable interoperability with urchin.js which is an older version of Google analytics and used in conjunction with the __utmb cookie to determine new sessions/visits.
__utmt010 minutesThe cookie is set by Google Analytics and is used to throttle the request rate.
__utmz06 monthsThis cookie is set by Google analytics and is used to store the traffic source or campaign through which the visitor reached your site.
_gapersistent2 yearsThis cookie is installed by Google Analytics. It registers a unique ID that is used to generate statistical data on how the visitor uses the website.
_gat_gtag_UA_76342539_1persistent1 minuteGoogle uses this cookie to distinguish users.
_gat_UA-76342539-1persistent1 minuteThis is a pattern type cookie set by Google Analytics, where the pattern element on the name contains the unique identity number of the account or website it relates to. It appears to be a variation of the _gat cookie which is used to limit the amount of data recorded by Google on high traffic volume websites.
_gidpersistent1 dayThis cookie is installed by Google Analytics. The cookie is used to store information of how visitors use a website and helps in creating an analytics report of how the wbsite is doing. The data collected including the number visitors, the source where they have come from, and the pages viisted in an anonymous form.
_uv_id02 yearsThe cookie is set by Slideshare.net. It collects data on the user's visits to the website, such as which pages have been read.
bcookiepersistent2 yearsThis cookie is set by linkedIn. The purpose of the cookie is to enable LinkedIn functionalities on the page.
browser_idpersistent1 yearA unique indentifier for the web browser
bscookie12 yearsUsed by the social networking service, LinkedIn, for tracking the use of embedded services.
cusidpersistent30 minutesThis cookie is set by Clickdimensions and is used to establish and continue a user session with the site. When a user views a page on the site, the script code attempts to update this cookie. If it does not find the cookie, a new one is written and a new session is established. Each time a user visits a different page on the site, this cookie is updated to expire in 30 minutes, thus continuing a single session for as long as user activity continues within 30-minute intervals. This cookie expires when a user pauses on a page on the site for longer than 30 minutes.
cuvid02 yearsThe cookie is set by ClickDimensions. This cookie is typically written to the browser upon the first visit to the site from that web browser. If the cookie has been deleted by the browser operator, and the browser subsequently visits the site, a new __cuid cookie is written with a different visitor unique ID. This cookie is used to determine unique visitors to the site and it is updated with each page view. Additionally, this cookie is provided with a unique ID that the application uses to ensure both the validity and accessibility of the cookie as an extra security measure.
cuvonpersistent30 minutesThis cookie is set by Clikdimensions and is used to signal the last time a visitor viewed a page. It expires in 30 minutes from set/update.  
GPS030 minutesThis cookie is set by Youtube and registers a unique ID for tracking users based on their geographical location
heyo_pPersistentRegisters a unique ID that is used to generate statistical data on how the visitor uses the website.
heyo_ssessionRegisters a unique ID that is used to generate statistical data on how the visitor uses the website.
ho_*-active_quickview_tabPersistentKeeps the current state of the web app and is set by HeyOliver.
ho_*-heyoliver_referrersessionThis cookie is set by HeyOliver and collects information of the user's referrer.
ig_did19 yearsThis cookie is set by Instagram.
li_sugrpersistent2 monthsLinkedIn Insight Tag, when IP address is not in a Designated Country
lisscpersistent1 yearUsed by the social networking service, LinkedIn, for tracking the use of embedded services.
UIDR01 yearThis cookie is set bu scorecardresearch.com. The cookie is used to tracks the users activity across the internet on the browser such as visit timestamp, IP address, and most recently visited webpages. and may the data send to 3rd party for analysis and reporting to help their clients better understand user preferences.
vuid02 yearsThese cookies are used by the Vimeo video player on websites.
YSC1This cookies is set by Youtube and is used to track the views of embedded videos.
Advertisement

Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. These cookies track visitors across websites and collect information to provide customized ads.

CookieTypeDurationDescription
_fbppersistent2 monthsThis cookie is set by Facebook to deliver advertisement when they are on Facebook or a digital platform powered by Facebook advertising after visiting this website.
fr12 monthsThe cookie is set by Facebook to show relevant advertisments to the users and measure and improve the advertisements. The cookie also tracks the behavior of the user across the web on sites that have Facebook pixel or Facebook social plugin.
IDE12 yearsUsed by Google DoubleClick and stores information about how the user uses the website and any other advertisement before visiting the website. This is used to present users with ads that are relevant to them according to the user profile.
uid01 yearThis cookie is used to measure the number and behavior of the visitors to the website anonymously. The data includes the number of visits, average duration of the visit on the website, pages visited, etc. for the purpose of better understanding user preferences for targeted advertisments.
UserMatchHistorypersistent1 monthThis cookie is set by Linkedin and is used to track visitors so that more relevant ads can be presented based on the visitor's preferences.
VISITOR_INFO1_LIVE15 monthsThis cookie is set by Youtube. Used to track the information of the embedded YouTube videos on a website.
Functional

Functional cookies help to perform certain functionalities like sharing the content of the website on social media platforms, collect feedbacks, and other third-party features.

CookieTypeDurationDescription
langpersistent1 yearThis cookie is used to store the language preferences of a user to serve up content in that stored language the next time user visit the website.
lidcpersistent1 dayThis cookie is set by LinkedIn and used for routing.
mid09 yearsThe cookie is set by Instagram. The cookie is used to distinguish users and to show relevant content, for better user experience and security.
test_cookiepersistent11 monthsThis cookie is set by doubleclick.net. The purpose of the cookie is to determine if the users' browser supports cookies.
upersistent2 months
Save & Accept