Advanced search
Marketing Platform provides a user interface for assigning users and groups to data filters. This user interface relies on an advanced search feature to obtain lists of users, groups, and data filters. You can select users and groups from these lists and assign them to data filters that you select.
Data filter search
The search feature for data filters provides search criteria that are the same as the criteria specified when the data filters were set up. For example, suppose a set of data filters is based on a field containing the following data relating to sales territories.
- Africa
- Asia
- Europe
- Middle East
- North America
The data filter advanced search would provide this data in a drop-down list from which you can select when searching for data filters.
User and group search
The advanced search feature for users and groups provides a text field where you can enter text for the search to match.
When a tab containing the user and group advanced search first loads, there is a wildcard (*) in both the User and Group text fields. A search performed using this wildcard returns all records.
If you delete the wildcard and do not enter any other text, leaving the field blank, no records are returned. For example, if you perform a search with the User text field blank and an asterisk in the Group text field, only groups would be listed in the results.
On the View Assignments tab, if you leave both the User and Group text fields blank, no records are returned regardless of what data filter criteria are selected.
When you enter text in the field, the search matches the characters you enter in the text field, in the order you enter them. For example, to obtain a group named North America, you could enter any letter or group of letters (in order) that occurs in the name. You would obtain North America in the results if you entered "north" or "h", but not if you entered "htron."
The search is not case-sensitive. That is, "North" is the same as "north."