Search

CluedIn allows you to search over all golden records in the platform. You can enter a keyword in the search box, and CluedIn will return all relevant results. You can also use filters to precisely define the golden records you’re looking for based on various criteria. In this article, you will learn how to use the search capabilities and customize the search results page to better suit your specific needs.

Search results page

By default, the search results page displays golden records in the tabular view in the following columns: Name, Entity Type, and Description. You can customize the search results page to focus on the information that is important to you.

Add columns

If you want to see other properties or vocabulary keys, you can add the needed columns to the search results page.

To add columns to the search results page

On the search results page, select Column Options.
Select Add columns, and then choose the type of column that you want to add to the search results page:
- Entity Property – this option allows you to select the following properties: Date Created, Discovery Date, or Date Modified. After you choose the needed properties, select Save Selection.
- Vocabulary – this option allows you to find and select any vocabulary keys. The following steps will guide you through the procedure of adding vocabulary keys to the search results page.
In the search field, enter the name of the vocabulary and start the search. Then, select the needed vocabulary keys.

To limit the search results, use filters. You can choose to view the vocabulary keys of a specific data type or classification, or vocabulary from specific integrations.
After you chose the needed vocabulary keys, select Add Vocabulary Columns.

The columns are added to the search results page.

Reorder columns

If you want to improve the organization of information on the search results page, you can change the order of columns.

To reorder columns on the search results page

On the search results page, select Column Options.
Select the row and drag it to a new position in the list.

You changes are immediately applied to the search results page. After you reorder the columns, close the Column Options pane.

Sort records

By default, the golden records on the search results page are sorted by relevance. This means that CluedIn prioritizes golden records that are most likely to match your search query closely. Sorting by relevance ensures that the most pertinent results are displayed at the top of the page, facilitating efficient data retrieval.

In addition to sorting by relevance, CluedIn provides two alternative sorting options:

Sorting by new – choosing this option arranges golden records in descending order of their creation or modification date, with the most recently added or updated records appearing at the top.
Sorting by old – choosing this option arranges golden records in ascending order of their creation or modification date, with the oldest records appearing at the top.

To sort records

In the upper-right corner of the search results page, expand the sorting dropdown menu, and then select the needed sorting option.

The new sorting is applied to the search results.

Change page view

CluedIn provides two page view options:

Tile view (a) – presents records in a visual grid-like format. In this view, records are arranged in rectangular tiles, each representing a specific record.
Tabular view (b) – presents records in a structured table format. In this view, records are arranged in rows and columns, resembling a spreadsheet or database table.

To change the page view, simply select the needed page view option.

Saved searches

Saved searches help you quickly retrieve a set of golden records that meet specific filter criteria. You can share the search with everybody else in the organization or just keep it to yourself.

To save a search

In the upper-right corner of the search results page, select the save icon.
Enter the name of the search.
If you want to make this search available to everybody in your organization, turn on the toggle next to Shared.
Select Save.

The search is saved in CluedIn. Now, you can use it when you need to quickly find a specific set of records or when you want to clean those records.

To retrieve a saved search

In the upper-right corner of the search results page, open the three-dot menu, and then select Saved Searches.

The Saved Searches pane opens, containing your own saved searches and shared saved searches.
Find and select the needed saved search.

The golden records matching the saved search filters are displayed on the page.

Export search results

After performing a search, you can export your results in one of the following formats: JSON, CSV, XLSX, or Parquet.

Prerequisites

Go to Administration > Feature flags, and then enable the Exporting golden records feature.

To export search results

In the upper-right corner of the search results page, open the three-dot menu, and then select Export.
In Export name, enter the name of the export file.
In Exporting format, select the file format you want to use for exporting search results.
In Filters, review the search filters that define which golden records will be exported.
In Columns, review the columns that will be exported. These columns are currently displayed on the search results page. If you want to change the columns, you can add, remove, or reorder the columns.
Select Export. After the file for export is prepared, you’ll receive a notification.
In the notification, select View. The Task > Exported files page opens, where you can find the files available for download.

You can view the search filters that define golden records in a file by hovering over the value in the Filter type column.
To download the file, select the download button or the file name.