# Searching for data requests using advanced search

{% hint style="info" %}
Data requests can only be searched for by Data Request Approvers and Administrators.
{% endhint %}

Tablion's advanced search allows users to dig deeper than basic search when searching for a data request, and check specific queries against specific data request fields. Advanced search can be used to search for the value(s) of every available field of a data request, and allows any frequent/important searches to be saved as favourites.

## How to search for data requests using advanced search

1. Select 'Manage data requests' from your username dropdown.

<figure><img src="https://683603551-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPeaKzA2mZwMc13WvgBV9%2Fuploads%2FvLXIvXoVWqIyySMqywph%2Fimage.png?alt=media&#x26;token=857678a8-03a6-4a71-9d64-2716d957951b" alt=""><figcaption></figcaption></figure>

2. Select 'Advanced Search'.

<figure><img src="https://683603551-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPeaKzA2mZwMc13WvgBV9%2Fuploads%2FJugVhAa9QLVX1iRLi2zO%2Fimage.png?alt=media&#x26;token=176093ef-a775-4dc6-a2de-90d132feb642" alt=""><figcaption></figcaption></figure>

3. Adjust the following 'Search by' settings as desired:

* 'Search': Terms entered here will be checked against the same fields as the basic search:
  * Reference number
  * Title
  * Purpose
  * User email
* 'Sort results by': Parameters selected from this dropdown will dictate how search results are sorted once displayed
* 'Reference': Terms entered here will be checked against the reference numbers of available data requests. Recognised formats include where '0\*' represents **one or more** zeroes:
  * '\[Reference number]'
  * 'DR\[Reference number]'
  * '0\*\[Reference number]'
  * 'DR0\*\[Reference number]'
* 'Requester': Terms entered here will be checked against the first names, last names, short names, full names and email addresses of researchers that have submitted data requests
* 'Title': Terms entered here will be checked against the titles of available data requests
* 'Purpose': Terms entered here will be checked against the purposes of available data requests.

<figure><img src="https://683603551-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPeaKzA2mZwMc13WvgBV9%2Fuploads%2FWoXTZgXNO6IqJpiQgMta%2Fimage.png?alt=media&#x26;token=520d8619-5b81-4f98-a589-625fd8aeb85c" alt=""><figcaption></figcaption></figure>

4. Adjust the following 'Filter results by' settings as desired:

* 'Status in': Search results will only display data requests with the statuses selected from this list
* 'Team type in': Search results will only display data requests with the team types selected from this list
* 'Data provision date': Search results will only display data requests with provision dates that match the specified window
* 'Approved datetime': Search results will only display data requests that were approved within the specified window
* 'Submitted date': Search results will only display data requests that were submitted within the specified window
* 'Individual': Search results will only display data requests for data sets with the 'Individual' team type
* 'Team': Search results will only display data requests for data sets with the 'Team' team type.

<figure><img src="https://683603551-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPeaKzA2mZwMc13WvgBV9%2Fuploads%2FkfcAt4wxN4JhyldrRWzA%2Fimage.png?alt=media&#x26;token=98608f7f-ad2a-4946-b5b2-a8259b38384d" alt=""><figcaption></figcaption></figure>

**Notes:**&#x20;

* The 'All' checkbox can be used to select or deselect all 'Status in' filters
* If no filters of one type are selected, all filters of that type will be searched for.

5. **If you wish to search for data requests for specific datasets only**, select the desired dataset's checkbox from the 'Dataset' list. **If you do not wish to search for data requests for specific datasets only**, proceed to step 8.

<figure><img src="https://683603551-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPeaKzA2mZwMc13WvgBV9%2Fuploads%2FIpFwKkP76MRqfme14Hjp%2Fimage.png?alt=media&#x26;token=117a580f-746c-4e10-9f0d-a6c621d04fce" alt=""><figcaption></figcaption></figure>

6. **If you wish to search for data requests that contain specific answers to specific questions**, select the dropdown beneath your relevant, selected dataset(s). **If you do not wish to search for data requests that contain specific answers to specific questions**, proceed to step 8.

<figure><img src="https://683603551-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPeaKzA2mZwMc13WvgBV9%2Fuploads%2FZWStcIgrxO3dFPYMjMCu%2Fimage.png?alt=media&#x26;token=1ffc702b-720c-4bf7-b2e5-40e4877241e2" alt=""><figcaption></figcaption></figure>

7. Select or input the answers you wish to filter the search by.

<figure><img src="https://683603551-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPeaKzA2mZwMc13WvgBV9%2Fuploads%2FC5tdDUGtBHF21yPCpZ3c%2Fimage.png?alt=media&#x26;token=15cfed26-8f61-4505-925e-470593c738c8" alt=""><figcaption></figcaption></figure>

8. Once satisfied, select 'Search'. Your results will be displayed on the 'Manage Data Requests' page.

<figure><img src="https://683603551-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPeaKzA2mZwMc13WvgBV9%2Fuploads%2FafEyP0BDndv60VpaMkW6%2Fimage.png?alt=media&#x26;token=e041b259-2236-4566-8af3-7fede72efbb4" alt=""><figcaption></figcaption></figure>

<figure><img src="https://683603551-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPeaKzA2mZwMc13WvgBV9%2Fuploads%2FjyqNvOwndV0KeQHuWZG9%2Fimage.png?alt=media&#x26;token=e2e763aa-e829-426a-8ac0-ca7f0889431a" alt=""><figcaption></figcaption></figure>

## How to save and use favourite searches

**Note:** If you have already saved a favourite search and wish to use it, proceed to step 11.

1. Select 'Manage data requests' from your username dropdown.

<figure><img src="https://683603551-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPeaKzA2mZwMc13WvgBV9%2Fuploads%2FvLXIvXoVWqIyySMqywph%2Fimage.png?alt=media&#x26;token=857678a8-03a6-4a71-9d64-2716d957951b" alt=""><figcaption></figcaption></figure>

2. Select 'Advanced Search'.

<figure><img src="https://683603551-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPeaKzA2mZwMc13WvgBV9%2Fuploads%2FJugVhAa9QLVX1iRLi2zO%2Fimage.png?alt=media&#x26;token=176093ef-a775-4dc6-a2de-90d132feb642" alt=""><figcaption></figcaption></figure>

3. Adjust the following 'Search by' settings as desired:

* 'Search': Terms entered here will be checked against the same fields as the basic search:
  * Reference number
  * Title
  * Purpose
  * User email
* 'Sort results by': Parameters selected from this dropdown will dictate how search results are sorted once displayed
* 'Reference': Terms entered here will be checked against the reference numbers of available data requests. Recognised formats include where '0\*' represents **one or more** zeroes:
  * '\[Reference number]'
  * 'DR\[Reference number]'
  * '0\*\[Reference number]'
  * 'DR0\*\[Reference number]'
* 'Requester': Terms entered here will be checked against the first names, last names, short names, full names and email addresses of researchers that have submitted data requests
* 'Title': Terms entered here will be checked against the titles of available data requests
* 'Purpose': Terms entered here will be checked against the purposes of available data requests.

<figure><img src="https://683603551-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPeaKzA2mZwMc13WvgBV9%2Fuploads%2FWoXTZgXNO6IqJpiQgMta%2Fimage.png?alt=media&#x26;token=520d8619-5b81-4f98-a589-625fd8aeb85c" alt=""><figcaption></figcaption></figure>

4. Adjust the following 'Filter results by' settings as desired:

* 'Status in': Search results will only display data requests with the statuses selected from this list
* 'Team type in': Search results will only display data requests with the team types selected from this list
* 'Data provision date': Search results will only display data requests with provision dates that match the specified window
* 'Approved datetime': Search results will only display data requests that were approved within the specified window
* 'Submitted date': Search results will only display data requests that were submitted within the specified window
* 'Individual': Search results will only display data requests for data sets with the 'Individual' team type
* 'Team': Search results will only display data requests for data sets with the 'Team' team type.

<figure><img src="https://683603551-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPeaKzA2mZwMc13WvgBV9%2Fuploads%2FkfcAt4wxN4JhyldrRWzA%2Fimage.png?alt=media&#x26;token=98608f7f-ad2a-4946-b5b2-a8259b38384d" alt=""><figcaption></figcaption></figure>

**Notes:**&#x20;

* The 'All' checkbox can be used to select or deselect all 'Status in' filters
* If no filters of one type are selected, all filters of that type will be searched for.

5. **If you wish to search for data requests for specific datasets only**, select the desired dataset's checkbox from the 'Dataset' list. **If you do not wish to search for data requests for specific datasets only**, proceed to step 8.

<figure><img src="https://683603551-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPeaKzA2mZwMc13WvgBV9%2Fuploads%2FIpFwKkP76MRqfme14Hjp%2Fimage.png?alt=media&#x26;token=117a580f-746c-4e10-9f0d-a6c621d04fce" alt=""><figcaption></figcaption></figure>

6. **If you wish to search for data requests that contain specific answers to specific questions**, select the dropdown beneath your relevant, selected dataset(s). **If you do not wish to search for data requests that contain specific answers to specific questions**, proceed to step 8.

<figure><img src="https://683603551-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPeaKzA2mZwMc13WvgBV9%2Fuploads%2FZWStcIgrxO3dFPYMjMCu%2Fimage.png?alt=media&#x26;token=1ffc702b-720c-4bf7-b2e5-40e4877241e2" alt=""><figcaption></figcaption></figure>

7. Select or input the answers you wish to filter the search by.

<figure><img src="https://683603551-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPeaKzA2mZwMc13WvgBV9%2Fuploads%2FC5tdDUGtBHF21yPCpZ3c%2Fimage.png?alt=media&#x26;token=15cfed26-8f61-4505-925e-470593c738c8" alt=""><figcaption></figcaption></figure>

8. Once satisfied, select 'Save.'

<figure><img src="https://683603551-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPeaKzA2mZwMc13WvgBV9%2Fuploads%2FPg1NG6gdXhEHFYTFiqXP%2Fimage.png?alt=media&#x26;token=2d62a865-87fd-4788-8d1e-7ab03c99a591" alt=""><figcaption></figcaption></figure>

9. Populate the 'Save Favourite Search' field with a name for your search query.

<figure><img src="https://683603551-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPeaKzA2mZwMc13WvgBV9%2Fuploads%2F6SVberAFsAsCpiHCRzdS%2Fimage.png?alt=media&#x26;token=f446cedd-7a81-468b-8a52-4137239c1ace" alt=""><figcaption></figcaption></figure>

10. Select 'Save'.

<figure><img src="https://683603551-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPeaKzA2mZwMc13WvgBV9%2Fuploads%2Fj6Q59ON7eOtWyLDdtzBA%2Fimage.png?alt=media&#x26;token=019b4499-a622-4b0d-b9b2-cf6127c1e8b4" alt=""><figcaption></figcaption></figure>

11. Select 'Favourite Searches' from the 'Manage Data Requests' page.

<figure><img src="https://683603551-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPeaKzA2mZwMc13WvgBV9%2Fuploads%2F3ThvcdS40aiNVRK1Sbq0%2Fimage.png?alt=media&#x26;token=eb16b245-d64f-4e32-aad9-282cc3262737" alt=""><figcaption></figcaption></figure>

12. Select the desired favourite search. The saved query will be applied/searched for right away.

<figure><img src="https://683603551-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPeaKzA2mZwMc13WvgBV9%2Fuploads%2FK6AOcBz5uMt24RxdzdXn%2Fimage.png?alt=media&#x26;token=16b5614d-ed75-4268-b9e5-09b1bbbf86fb" alt=""><figcaption></figcaption></figure>

<figure><img src="https://683603551-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPeaKzA2mZwMc13WvgBV9%2Fuploads%2Fb5OBUFicX5tAWCYIGXYZ%2Fimage.png?alt=media&#x26;token=acfb754f-4244-4c4c-8a95-5411fb584b7a" alt=""><figcaption></figcaption></figure>
