Search for Data
Finding the right record is usually the first step of any task in the MDM Web App. A filter finds one record fast, or builds a set of records that share something, such as all parties with a DQ error, which you can then compare or edit.
To find records, open an entity from the navigation panel and filter its record listing.
Filter the record listing
When you open an entity, all its records are listed. To narrow the listing down:
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Select Filter.
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Select Add condition.
As a shortcut, right-click a value in the listing and select Add <value> to filter. This shows the records that contain the same value in that attribute, for example, all records with Caroline in First Name. You can edit the condition afterwards like any other. -
Configure the condition:
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Select the attribute to filter by.
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Select the operator.
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If needed, change the case sensitivity using Aa.
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Enter the value you’re looking for. If the attribute uses reference data, select it from the dropdown.
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Select Apply filter. The record listing shows only the records that match the filter.
Pause or remove a filter
To see the full listing again without losing the filter, select the pause icon on Filter. Select the play icon to apply it again.
To remove the filter, select the X on Filter.
Combine conditions
To filter by another attribute, or to add a second condition on the same attribute, for example, a date range, select Add condition again and configure it as described.
Select the operator between the conditions to switch between AND and OR.
The operator applies to all conditions in the same group, so you can’t mix AND and OR within one group.
If some of your conditions need a different operator than the rest, put them in a group: select Add group and define the conditions in it.
Each group has its own operator, and the groups are joined by the operator of the level above, like parentheses in an expression.
For example, to find John Smith or Jane Smith, add the condition Last Name = Smith, then add a group with the conditions First Name = John and First Name = Jane joined by OR.
The last name condition and the group are joined by AND.
To remove a condition, select the X next to it. To remove a whole group with its conditions, select Remove group.
Operators by data type
The available operators depend on the data type of the attribute.
For example, contains and does not contain are available for First Name but not for Birth Date.
Datetime values are filtered to the second. A condition on a datetime attribute matches all records within that second, including conditions added with Add <value> to filter, so the milliseconds of the value are ignored.
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