Search and filter in tables

At the bottom of tables in CallGuide Agent and CallGuide Admin you find a row, originally not visible, with cells where you can enter various criteria for search in or filtering of the table contents. To activate the search tool, you can choose between

When the search tool is active you see a magnifying glass Find at the bottom of each column.

Search and filter in tables

In the context menu you also have the option of filtering the contents of the table, e.g. by a set value in one of the columns.
A filter funnel FilterNoCase at the bottom of a column indicates that you have opted to filter by the contents of that column.

When the search and/or filtering is completed you close the search tool by

Matching at search and filtering

To search for a row with a specific text, you enter the text searched for in the column in question. In the context menu you can choose how what you enter is to match the contents of the column. You can use four different methods for matching as well as with or without case sensitivity.

Matching at search and filtering

The matching method selected for each column is seen in the context menu, in bold, but also with a specific sign by the pictures of magnifying glass and/or filter funnel. If the Case sensitive menu choice is selected, CallGuide distinguishes between upper and lower case letters at search and/or filtering. This is illustrated in the picture by a letter (a), e.g. FindCase orFilterCase.

The methods, explanation of their meanings together with a few examples of how they are visualised in a column, can be seen in the following table:

Contains

FilterCase

The search hits contain a given letter/text/figure somewhere (i.e. at the beginning, in the middle or at the end). Default if nothing else is set.

Begins with

FindBeginsCase

Indicated by in the search/filter symbol. The search hits begin with a given letter letter/text/figure.

Equals

FindEqualsCase

Indicated by = in the search/filter symbol. The search hits match the given letter/text/figure exactly. An empty search field will e.g. match only empty cells in the column.

Expressions


FilterExpr FilterExpCase

 

Indicated by x in the search/filter symbol.
The search hits match a given regular expression, a so-called wild card providing the option of more advanced searches. Regular expressions are used in many program languages and computer commands that you can read more about on the Internet.  The exact syntax for regular expressions varies but this is one example:

Alternatives are described by a vertical line, |. It is used for matching at least one of two alternatives.
CK | Q matches both callback and queue.

If you have not made a specific matching choice in the context menu, matching will be made from what the text or the figures begin with. When a row matches your entry, your focus will be moved to the matching row.

If there is no matching row you hear the “Standard sound” system sound and your focus stays in the same row.