Building a Board-Based Search Query

📌 Summary

This article explains how to build an Advanced Search query for Boards in Ontraccr. Unlike form queries, board-based searches are built around card templates and allow you to filter across one or many boards that share the same card design.

📍 Where to Start

Go to the Advanced Search interface.
Click the Boards tab on the left.
Click Open Search to launch the right-hand search slider.

🧠 How Board Search Works

In Ontraccr, boards are structured using card designs.

A card design defines the layout and fields for cards used on one or more boards.

Board-based search allows you to:

Select a card design
Choose which boards using that card design to include in the search
Apply filters using standard and custom card fields

🛠 Step-by-Step: Building a Board Query

1. Select a Card Type

Choose the card design (e.g. “Project Tracker”, “Service Tracker”).
This determines what fields will be available for filtering.

2. Choose Which Boards to Search

Default is “All” boards using that card design.
Optionally, select specific boards from the dropdown list.

3. Choose Filter Logic

Like form search, you’ll be asked:
- Match all conditions (AND logic), or
- Match any condition (OR logic)

4. Add Conditions

Click Add Condition to filter by available fields.

📦 Default Card Fields (Available for All Card Designs)

These are always available regardless of card design:

Title
Status
Card Number
Created At
Last Updated
Linked Customer
Linked Project
Linked Equipment
Linked Material
Linked User

🧷 Custom Fields (Design-Specific)

After the default fields, you’ll see any additional fields defined in the selected card design.

Example: If the card template includes “Customer Name” or “Date Stamped”, those will appear as options.

🔧 Filtering Operators

Operators vary by field type. Examples include:

Equals, Does Not Equal
Includes (for partial matches, e.g. “ABC Inc.”)
Date filters: Before, After, Within

🧪 Example Query

To find all active service tickets for “ABC Inc.”:

Card Type: Service Tracker
Field: Customer Name
Operator: Includes
Value: ABC Inc.

🧯 Notes

The filter panel behaves almost identically to the Forms tab but is driven by card design, not form templates.
Results may vary depending on field availability per card.

Building a Board-Based Search Query