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Search Types (Designer)

About Search Types

Searches allow you to explore project data. Different search techniques can be used to return results that enable you to explore, categorize, and filter customer feedback. For instructions on performing searches, see Ad Hoc Searches.

Qtip: Search terms are case-insensitive. Searching by the words room, Room, and ROOM will return the same results.

Searching by Words or Phrases

Single Words or Phrases

To search for a word or phrase, type that word or phrase into the search field or top rule lane. This will only search for what you enter and won’t return any variations of the word or phrase.

To search for an exact word or phrase match, add quotes ( “ ) around the word or phrase. This will return sentences that contain your exact words in the order you typed them. Exact matches do not include any other variations of the word.

Multiple Words or Phrases

To search for multiple words or phrases, enter multiple words. This will return results that contain any of those words or phrases.

Qtip: To search for 2 words that are related, but not limited to an exact phrase, use Associated Words or search by proximity.

Variations

To search for different forms of a word or phrase, add those forms to your search manually or use a key word, which contains all potential forms of a word, including common typos.

Add the prefix “_mtoken” to the beginning of your search query to search for a master entity. You can also drag the relevant key word into the top rule lane. See Category Rules for more information.

Attention: Attention: If you are using a key word that contains more than 1 word, enclose the words in quotes. For example, when searching with the key word for front desk, type “_mtoken:”FRONT DESK”.

Approximate Matches

To search for approximate word matches in addition to exact matches, add the tilde symbol ( ~ ) at the end of a single search term. This can help you discover alternative word forms and typos.

Example: Searching for attention~ will return sentences that contain the word attention, as well as attenion, atention, atenttion, and more.

You can also specify the degree of similarity by entering a number from 0 to 1 after the tilde. The closer to 1, the more similar the words will be. Searching for ~0.8 will return words with a degree of similarity from 80-100%. If you do not specify the degree of similarity, 0.5 is used by default.

Searching with Wildcard Characters

Wildcard characters act as placeholders for a character or characters. Using single or multiple character wildcards lets you search for different versions of the same word without having to type out all possible options.

Single Character Wildcards

Use a question mark ( ? ) to represent any 1 character in a search. This wildcard character represents exactly 1 character in a search.

Example: Searching for room? will return sentences that include the words room and roomy. It will not return the word room, because the question mark does not represent 0 characters.

Multiple Character Wildcards

Use an asterisk ( * ) to represent 0 or more characters in a search. You can use it as part of a word or as a separate unknown word.

Example: Searching for room* will return sentences that include the words room, rooms, roomy, roommate, and more.

Searching with Boolean Operators

Boolean operators allow you to build complex queries. The following operators can be used:

OR: The OR operator links multiple terms and returns sentences where any of the terms are present. This operator is the default conjunction within a single rule lane; if there is no Boolean operator between multiple terms, the OR operator is used.
AND: The AND operator returns sentences where all terms exist.
NOT: The NOT operator excludes sentences that contain a certain term.

Attention: Boolean operators have to be in all caps, otherwise they are treated like regular search terms.

Boolean operators can be used to build queries in a single rule lane, instead of adding search terms to multiple rule lanes. See Using the 4 Rule Lanes for more information.

Example: The following queries will return the same results.

Use parentheses to group your Boolean search statements and separate them from the rest of the query.

Example: The query (expensive OR pricey) AND (cocktail OR drink) will return results where any word from the first set of parentheses is mentioned together with any word from the second set of parentheses.

Searching for Attributes

Designer searches through unstructured text by default. To search by structured attribute values, type the name of the attribute followed by a colon ( : ) and a search word or phrase, or drag the attribute into the relevant rule lane.

Example: Searching REGION:west will return all feedback from the west region. Searching HOTEL:”claragrand hotel” will return feedback related to that specific hotel.

Attention: To use wildcards while searching for attributes, do not include attribute values in quotes and avoid spaces.

Attribute Ranges

When searching by date or numeric attributes, you can specify a range of values to search within. To search for a range, type each value separated by “TO”, and enclose the range in square brackets ( [ ] ). To exclude the upper or lower bounds, use curly brackets ( { } ). You can combine both types of brackets in 1 search.

Example: To find feedback created between June 1, 2023, and August 1, 2023, search for POST_DATE:[20230601 TO 20230801]. To find feedback created between June 1, 2023, and August 1, 2023, excluding August 1st, search for POST_DATE:[20230601 TO 20230801}.

Searching by Proximity

Proximity searches allow you to search for words that are within a specific distance of each other. To make a proximity search, enter the words within quotes ( “ ) followed by a tilde symbol ( ~ ) at the end. After the tilde, enter the maximum amount of moves that can separate each word.

Moves are defined as the words moving away from each other in the sentence. If words in your search become separated by 5 words in a sentence, they are considered 5 moves apart. Words switching positions, such as the phrase “survey company” becoming “company survey”, count as 2 moves, because each word has moved from its original position. The same logic applies when searching for more than 2 words.

Example: The search “hotel room”~2 will return all sentences where the words hotel and room are no more than 2 moves apart. This includes sentences where the words are 2 words apart, like “The hotel and our room remained spotless”, as well as sentences where the words have switched positions, like “This 20 room hotel has a great location.”

Attention: Special characters like wildcards and Boolean operators do not work in proximity rules.