---
title: "Building a Board-Based Search Query"
url: "https://help.ontraccr.com/en/article/building-a-board-based-search-query"
language: "en"
last_updated: "2025-08-12T20:59:47.019Z"
---

# Building a Board-Based Search Query

## **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.

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### **📍 Where to Start**

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

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### **🧠 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**

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### **🛠 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.

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### **📦 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

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### **🧷 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.

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### **🔧 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**

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### **🧪 Example Query**

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

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

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### 🧯 **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.