Search Concepts in Heap CRM and Torch Project Management
This article is intended to give users a high level understanding of how search requests in Heap CRM and Torch Project Management are processed. If you are looking for a list of bucket selectors, please take a look at:
Imagine your data as a box filled with objects. In this box every item (or object) has properties like what categories it’s in, what user created it, what’s it associated to. Now, one of those properties is a category called “Category 1”.
So, this circle represents all the objects that have the property “Category 1”. You can think of this as a bucket. Almost like you are taking a bucket of water from the ocean of data and examining it.
In terms of a search command, the above image could be represented as:
If wanted to search for the word “Waffles” within the bucket I could type:
Waffles category:Category 1
So, bucket selectors themselves aren’t really searching, they are limiting the area that you wish to search. However, when you don’t specify any search (as in the “category:Category 1” example) it returns the entire contents of the bucket.
Let’s suppose another property available in your data is who created it. One of those people is “John”. Let’s represent that with a blue circle:
Notice how some objects have the property “John”, some have the property “Category 1”, some have none (the white area) and some have both (the small area where the two circles overlap).
So, if I wanted to search just the area where they overlap I could type:
category:Category 1 user:John
The first bucket selector grabs the red area, the second grabs the blue area, then the two buckets are compared and only the objects in both are searched. If I wanted to search for the phrase “Belgium Waffles” within the buckets I could type:
"Belgium Waffles" category:Category 1 user:John
Again, the bucket selectors themselves aren’t the search, they are just changing the area you are searching. In this case, an increasingly smaller subset of your data.
Now, let’s assume there is another category named “Category 2”, let’s represent that with a green circle:
So, what I want to do is grab any object that is in either “Category 1” or “Category 2” and was created by “John”.
category:Category 1|Category 2 user:John
The first bucket selector grabs the green and red area (because the “|” means “or”) and the second bucket selector grabs the blue area. The two buckets (yes, there are two buckets, not three, the two categories are combined as one bucket) are compared and only the items in both are selected to be searched.
If I wanted to search within overlapping sections, I could type:
Waffles category:Category 1|Category 2 user:John