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Caching & Search Aggregations

Caching Large Searches

Users may want to do searches that returns tens of thousands of documents. This can take a long time to complete. Users have an option to make the search run in the background, allowing them to continue with other actions while the search completes itself.

To use this feature, complete the following steps:

StepDescription
1Enter your search query and view the first set of results. Note: A large set will take a few minutes to load.
2Click the 'Save' icon directly to the right of the results count. Enter a name and description for the search to identify it later. The results will begin to load in the background.
3To access results: click the 'Save' icon on the Search homepage. A pop-up dialog showing all your current cached searches, their progress, and a button to load the full set, will appear.

Here's an example of how to cache a set of documents:

Example: Caching Document Set

Search Aggregations

Aggregations are distinct values that are found for a given column in the grid along with its count. Once a search has been made, the aggregation icon appears along with a number attached to the icon. The number indicates the amount of available filters that were applied to the search results that appear. A user can further narrow down search results by selecting additional filters from the aggregation feature.

workflow-builder

Search Aggregation icon

Here's an example of how to apply search aggregations:

Example: Search Aggregations