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Using Advanced Search in the Content Library and Recommendation Engine

Overview

While viewing content in the Content Library, or answering questions using the Recommendation Engine, users can filter search results using the Advanced Search feature to find appropriate content quickly and easily.

Search filtering is also available while configuring the Content Library search filter within Project Settings, and while using the Auto-Respond feature.

Advanced Search filters can include some of the following options:

  • Keywords
  • Has Images, Attachments, Linked Content, Comments, or Alert Text
  • Tags
  • Star Rating
  • Project Name
  • Section Name
  • Owners
  • Moderators
  • Collections

Advanced Search Tips

Each question has a unique ID number that is included in the Excel spreadsheet when you export content from your Library. To search your Library for a specific question, type id: followed by the question ID from the spreadsheet in the Search field.

Select the applicable tab for your edition of Responsive.

  • Using Advanced Search in the Content Library

    1. From the Content Library main page, click the Filter filter_icon.png icon next to the search bar at the top of the page to expand it.
    2. Select and/or add the filters you want to apply to the search (such as keywords, tags, moderators, or project name).
      • You can click Q&A Pairs, Documents, Sections, and/or Catalogs to narrow down your search.
      • Click + Add Filter to see more filter options.
      • Use the green add plus_icon.png icon to add a filter and the red remove minus_icon.png icon to remove one.
      • Click Clear to reset the search criteria.
    3. Click Apply.

    Using Advanced Search in the Recommendation Engine

    To filter results while answering questions using the Recommendation Engine, follow the steps below:

    1. Click into a section. From the Recommendations tab, click the Filter filter_icon.png icon next to the Search bar at the top of the pane to expand it.
    2. Select and/or enter the filters you want to apply to the search (such as language, business unit, moderators, or project name).
      • Click the Freeze Filter for This Section toggle on (green) to make the filter sticky for all questions within the section.
      • Check the Find in Questions or Find in Answers box to narrow down your search.
        Advanced_Search_Rec_Engine_2.PNG
      • Click + Add Filter to add more or remove filters from the available filters.
        Recommendations - Add Filters.png
        Note: Project level filters, if removed, will be restored on navigating away from the question, section or to any other page.
    3. Click Apply to see the results.
  • Essentials features are subscription-based and may not be available for all users. Contact your account manager, or accountmanagers@responsive.io, for more details.

    Using Advanced Search in the Content Library

    1. From the Content Library main page, click the Filter filter_icon.png icon next to the search bar at the top of the page to expand it.
    2. Select and/or add the filters you want to apply to the search (such as keywords, tags, moderators, or project name).
      • You can click Q&A Pairs, Document, Sections, and/or Catalogs to narrow down your search.
      • Click + Add Filter to see more filter options.
      • Use the green add plus_icon.png icon to add a filter and the red remove minus_icon.png icon to remove one.
      • Click Clear to reset the search criteria.
    3. Click Apply.

    Using Advanced Search in the Recommendation Engine

    To filter results while answering questions using the Recommendation Engine, follow the steps below:

    1. Click into a section. From the Recommendations tab, click the Filter filter_icon.png icon next to the Search bar at the top of the pane to expand it.
    2. Select and/or enter the filters you want to apply to the search (such as language, business unit, moderators, or project name).
      • Click the Freeze Filter for This Section toggle on (green) to make the filter sticky for all questions within the section.
      • Check the Find in Questions or Find in Answers box to narrow down your search.
        Advanced_Search_Rec_Engine_2.PNG
      • Click + Add Filter to add more or remove filters from the available filters.
        Recommendations - Add Filters.png

        Note: Project level filters, if removed, will be restored on navigating away from the question, section or to any other page.
    3. Click Apply to see the results.

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