---
title: "Real-World Use Cases for Advanced Search"
url: "https://help.ontraccr.com/en/article/real-world-use-cases-for-advanced-search"
language: "en"
last_updated: "2025-08-12T21:05:03.976Z"
---

# Real-World Use Cases for Advanced Search

## **Real-World Use Cases for Advanced Search**  
 

### 📌 **Summary**

Ontraccr’s Advanced Search feature can support a wide range of workflows by enabling deep, criteria-based filtering across Forms and Boards. This article outlines specific, real-world use cases directly mentioned in the product deep dive session.

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## **🔐 FORMS: Use Cases**

### ✅ 1. **Safety Audits & Incident Tracking**

-   **Scenario**: Identify FLHA forms where someone reported an injury.
-   **How**:
    -   Select the FLHA form
    -   Add condition: *Was anyone injured during this task?* → *Equals* → *Yes*
    -   Filter by date range: *Created At* → *Within* last 12 months
-   **Use Case**: Rapidly retrieve records for internal incident review or external compliance.

### ✅ 2. **Hazard-Specific Reporting**

-   **Scenario**: Find safety forms mentioning a specific hazard like “Fall Hazard.”
-   **How**:
    -   Add condition for the hazard-related field
    -   Use operator: *Includes* → *Fall*
-   **Use Case**: Monitor trends across specific hazard types over time.

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## **📦 BOARDS: Use Cases**

### ✅ 3. **Project Tracker — Deal Status Monitoring**

-   **Scenario**: Find project cards that were marked as “Lost” or “Awarded.”
-   **How**:
    -   Select “Project Tracker” card design
    -   Add condition: *Status* → *Equals* → *Lost* or *Awarded*
-   **Use Case**: Sales or estimating teams can review recent project wins/losses.

### ✅ 4. **Customer-Based Card Filtering**

-   **Scenario**: View all cards for a specific customer across your boards.
-   **How**:
    -   Add condition: *Customer Name* → *Includes* → *Customer A*
-   **Use Case**: Account managers can filter deliverables or activity per client.

### ✅ 5. **Date-Based Project Filtering**

-   **Scenario**: View all cards created during a specific quarter.
-   **How**:
    -   Add condition: *Created At* → *Within* → e.g. April 1 to June 30
-   **Use Case**: Progress tracking or billing review by date.