Better search?

[j-at-se]

Hi!

My team is bringing up search in Cerb quite often now:

1. Ticket search brings up message content matches only unless specified otherwise
2. Worklist search brings up message content matches only unless specified otherwise and limited to the worklist tickets
3. Ticket search is "hidden" in the search dropdown

I would like to create a widget that when the user types in "example" the query is
messages:(content:"example") subject:"example" participant:(email:"example") participant:(contact:(firstName:"example")) participant:(contact:(email:("example"))) participant:(contact:(lastName:"example"))

And that it displays the results within the widget with pagination.

OR

A search button that brings up a card that behaves this way (I doubt this would be possible).

[jstanden]

Hi @j-at-se!

That's basically what this workflow does: https://cerb.ai/workflows/cerb.search.simple/

You can modify the query in that workflow so it searches ticket subjects, message content, participants, etc.

Another interaction would be like this:

start:
  while:
    if@bool: true
    do:
      set/initial:
        elements:
          text/prompt_query:
            type: freeform
            label: Search:
            placeholder: (e.g. [email protected], #ABC-12345-678, Company Name, Worker)
            default@key: prompt_query
      
      outcome/isOrg@ref: isOrg
      outcome/isEmail@ref: isEmail
      outcome/isTicket@ref: isTicket
      outcome/isWorker@ref: isWorker
            
      var.push/submit:
        inputs:
          key: elements
          value:
            submit:
              buttons:
                continue/go:
                  label: Go
                  icon: search
                  icon_at: start
                  value: go                
                
      await/query:
        form:
          title: Smart Search
          elements@key: elements

&isEmail:
  if@bool: {{prompt_query is not prefixed ('#')}}
  then:
    data.query:
      output: results
      inputs:
        query@text:
          type:worklist.records
          of:address
          query:(${query} sort:-nonspam limit:20)
          format:dictionaries
        query_params:
          query@key: prompt_query
    
    outcome/notEmpty:
      if@bool: {{results.data is not empty}}
      then:
        var.push:
          inputs:
            key: elements
            value:
              sheet/addresses:
                label: Email Addresses
                data@key: results:data
                limit: 5
                schema:
                  layout:
                    headings@bool: no
                    paging@bool: no
                    #filtering@bool: {{results._.paging.page.rows.of > 10}}
                  columns:
                    card/_label:
                      params:
                        image@bool: yes
                        bold@bool: yes
                    card/org_id:
                      params:
                        image@bool: yes

&isOrg:
  if@bool: {{prompt_query is not prefixed ('#')}}
  then:
    data.query:
      output: results
      inputs:
        query@text:
          type:worklist.records
          of:org
          query:(${query} sort:name limit:20)
          format:dictionaries
        query_params:
          query@key: prompt_query
    
    outcome/notEmpty:
      if@bool: {{results.data is not empty}}
      then:
        var.push:
          inputs:
            key: elements
            value:
              sheet/orgs:
                label: Organizations
                data@key: results:data
                limit: 5
                schema:
                  layout:
                    headings@bool: no
                    paging@bool: no
                    #filtering@bool: {{results._.paging.page.rows.of > 10}}
                  columns:
                    card/_label:
                      params:
                        image@bool: yes
                        bold@bool: yes
                    text/country:

&isTicket:
  if@bool: {{prompt_query is prefixed ('#')}}
  then:
    data.query:
      output: results
      inputs:
        query@text:
          type:worklist.records
          of:ticket
          query:(mask:${mask} sort:-updated limit:20)
          format:dictionaries
        query_params:
          mask: {{prompt_query[1:]}}*
    
    outcome/notEmpty:
      if@bool: {{results.data is not empty}}
      then:
        var.push:
          inputs:
            key: elements
            value:
              sheet/tickets:
                label: Tickets
                data@key: results:data
                limit: 5
                schema:
                  layout:
                    headings@bool: no
                    paging@bool: no
                    #filtering@bool: {{results._.paging.page.rows.of > 10}}
                    title_column: _label
                  columns:
                    card/_label:
                      params:
                        image@bool: yes
                        bold@bool: yes
                    card/initial_message_sender__label:
                    card/group__label:
                    text/status:
                    date/updated:

&isWorker:
  if@bool: {{prompt_query is not prefixed ('#')}}
  then:
    data.query:
      output: results
      inputs:
        query@text:
          type:worklist.records
          of:worker
          query:(${terms} sort:-updated limit:20)
          format:dictionaries
        query_params:
          terms: {{prompt_query}}
    
    outcome/notEmpty:
      if@bool: {{results.data is not empty}}
      then:
        var.push:
          inputs:
            key: elements
            value:
              sheet/workers:
                label: Workers
                data@key: results:data
                limit: 5
                schema:
                  layout:
                    headings@bool: no
                    paging@bool: no
                    #filtering@bool: {{results._.paging.page.rows.of > 10}}
                  columns:
                    card/_label:
                      params:
                        image@bool: yes
                        bold@bool: yes
                    text/title:
                    text/location:                    

It searches multiple record types at once with a single plaintext query.

[j-at-se]

This is great. How do we go about updating our instance of Cerb from 10.4 to 11.x? We're cloud/subscriber and I was sure our instance had updated already but the build number in the footer says otherwise.

[jstanden]

Hi @j-at-se! Your instance has been upgraded to Cerb v11.0.3.