In this article:
- Getting Started with Queries
- Modifying your search results
- Share your search results
- Manage search queries
The Queries functionality allows you to combine multiple Grids in a Project to search for specific records and interact with those records. You can search across Grids in one Project and modifying a cell will update its value in Grids directly.
Gridly will automatically match all the columns from the selected Grids in order to define the search range, so you can search, export the search results and share your search query with other members.
Owners and Admin users have appropriate rights for managing Queries by default. To grant the ability for other custom roles, please refer to this article: Manage Company Roles.
Getting Started with Queries
- From the Dashboard page, select a project you want to search in.
- Click Search by project in the header.
- Select Queries to open the Queries page.
Add new query
- Select Database, Grid and columns: Gridly will automatically match all the columns with the same name and column type, so only matched columns are available in the “Select column” section. Please configure your Grid if you want other columns to be used in Queries.
- Enter search term (optional)
- Click Search.
To save search query:
- Click Save as next to the search query.
- Rename your search query and click Save.
Modifying your search results
Edit cell value
You can edit a cell in the result Grid in the same way as you would work in a normal Grid and its value will be updated in the Grid directly.
Quick filter, View filter and Sort, Find and Replace
You can modify your search Grid the same way you do in a normal Grid. Use the quick filter if you want to search for records in a column quickly.
Using view filter and sort if you want to set up your search parameters for a long term use. Click here to learn more about view filter and sort
You can use find and replace to search for specific values and replace them with exactly what you want. Click here to learn more about find and replace in Grid.
Open the original Grid
You can open the original Grid of a record by clicking next to the record’s number.
Share your search results
To export your search results:
- Click to open Export options.
- Select export type: Currently, we support exporting the search results to CSV files
- Select the columns you want to export
- (Optional) Click Show more settings and select how data is separated.
- Check the export option to only export the results after quick filters, quick sorts and global search.
- Preview your data and click Export.
Share search query
On the saved search queries list, click the menu icon next to a query and select Share.
There are 2 ways to share:
- Share with Gridly members: Select to share with all members of the Project or/and share with members or groups of members.
- Share public: Create a Shareable link and share with anyone you want, even non-Gridly users. The public shared Grid is read-only.
Manage search queries
Save query options
When updating a saved search query, you have to select the save query options:
- Save this search query: Save the new updates to the current query.
- Save as new query: Save the query as a new query (duplicate the query).
On the saved search queries list, click the menu icon next to a query and select Delete.
Click Delete again to confirm.
View shared search query
On the saved search queries list, open Shared tab to view all the queries that are shared with you.
Expand the result Grid
To expand the result Grid screen, click to hide the Search queries list. To show it, simply click the again.