Topics

CMS search


In This Guide
Note
This information has been updated as of Brightspot v.4.5.0.

Brightspot provides a number of search, sorting, and filtering options to help editors locate the right asset at any time.


Full-text search

The easiest way to search for items is to type words you remember from the item in the Search field in the header. Starting with the second character you type, Brightspot uses full-text search to display all items having words with the characters you typed so far.

For example, after you type play, Brightspot displays all items having words that contain play, such as plays, playing, and play.

Every time you perform a full-text search, Brightspot saves the search term in the Recent Searches widget.

Full text search.png
Full-text search


Filtering search results

Full-text search can display many matching assets, most of which may not pertain to the asset for which you are searching. You can narrow the retrieved assets by filtering on fields in the search panel. Each time you make a selection, Brightspot immediately updates the list of filtered assets.

You can also filter assets without doing full-text search.

Except for step 1, all steps in the following procedure are optional.

To filter search results:

  1. In the header, click in the search field. The search panel appears.
    Filter search results example.png
  2. Type text in the Search field to perform a full-text search.
  3. From the topmost list, select the type of content for which you are searching. Making a selection from this list displays additional filter fields relevant to the content type. For example, if you select Article, Brightspot displays filter fields for AuthorSection, and Tag in the Article Filters section. This section changes based on the content type you choose.
  4. To search for an asset based on a date range, expand the date range list and select from the following choices:
    • Any Publish Date—returns assets of the selected status regardless of date.
    • Publish Date: Today—returns assets of the selected status for today only.
    • Publish Date: Yesterday—returns assets of the selected status for yesterday only.
    • Publish Date: Past 7 Days—returns assets of the selected status from within the past seven days.
    • Publish Date: Past 30 Days—returns assets of the selected status from within the past 30 days.
    • Publish Date: Custom—opens a date range picker that allows you to choose the start and end date of the date range you want to search for assets of the selected status.
  5. To search by an asset's status, open the status list and select one or more of the following statuses:
    • Published
    • Archived
    • Draft
    • Revision
  6. To reset the search criteria, filters, and search results, click Reset at the top of the search panel.

Every time you apply a filter, Brightspot saves it along with the search criteria under the Recent Searches list.

Tip
Brightspot resets the global filters when you change the content type. For example, if you first search for articles with status Draft, and then search for images, Brightspot resets the status to Published. You can retain the values for the global filters as you change content types by turning on Enable Sticky Search Filters. For details, see Global site settings.


Understanding search panel views

The search panel provides different views of search results depending on the retrieved content types.

List view

List view displays the retrieved assets as a list with columns of fields. This view is available for all content types. The following illustration is an example of list view.

List view
List view

You can customize the columns appearing in list view. For details, see Adding fields to search results.

Grid view

Grid view displays previews of the retrieved assets. This view is available for content types that have a preview image, such as images and attachments. The following illustration is an example of grid view.

Grid view
Grid view

Mixed view
Mixed view is a combination of list and grid views. The assets with a preview appear in the grid, and other assets appear in the list. The following illustration is an example of a mixed view with images in a grid and authors in a list.

Mixed view
Mixed view

Board view
Board view groups results by a field. For example, you can view articles grouped by section or assignments grouped by editor. The following illustration is an example of board view with articles grouped by section.

Board view
Board view

You can update assets in board view by dragging and dropping them between columns. Referring to the previous illustration, the article Webinar insights: SEO trends in 20201 and beyond is in the section Industry Trends. You can change that asset's section by dragging it to the Media column. For another example, see Updating assignments from the dashboard.


Configuring global filters

In the Global Filters widget, some filters are always visible, and some are in a collapsible widget. You can configure the filters appearing in that widget.

To configure placement of global filters:

  1. In the Global Filters widget, click settings. A Select Fields widget appears.
    Configuring global filters
  2. Click fields in the Selected Fields column to move them to the Hidden Fields column. These fields appear in a More Filters or Less Filters widget.
  3. Click fields in the Hidden Fields column to move them to the Selected Fields column. These fields always appear under Global Filters.
  4. Click Update.

Configuring placement of content-type filters

In a content-type filters widget, some filters are always visible, and some are in a collapsible widget. You can configure the filters appearing in that widget.

To configure placement of content-type filters:

  1. Under Global Filters, select the required content type. A content-type filters widget (such as Article Filters) appears.
    Moving Content Type Filters to More Less (1).png
  2. In the content-type filters widget, click settings. A Select Fields widget (such as Select Article Fields) appears.
  3. Click fields in the Selected Fields column to move them to the Hidden Fields column. These fields appear in a More Filters or Less Filters widget.
  4. Click fields in the Hidden Fields column to move them to the Selected Fields column. These fields always appear under the content-type filter.
  5. Click Update.

Search display options

The search panel includes a variety of controls you can use to modify the listing of retrieved items.

Search display options.png


Perform an advanced query search

Using the advanced query builder, you can compose retrievals to almost any level of complexity. For example, the advanced query builder can construct queries in the following MySQL patterns:

SELECT fieldnames WHERE field1 = A;
SELECT fieldnames WHERE field1 = A AND field2 = B;
SELECT fieldnames WHERE field1 = A AND field2 <> B;
SELECT fieldnames WHERE (field1 = A AND field2 = B) OR (field3 LIKE '%philosop%' AND field4 <> D);

The following procedure describes how to build a query that retrieves all articles containing the word Critique and authored by Immanuel Kant.

To perform an advanced query search:

  1. In the search panel, in the Filters widget, in the Advanced Query field, click edit. The Advanced Query Builder widget appears.

    Advanced Query Search.png

  2. From the drop-down list, select Match All (AND). This selection ensures Brightspot retrieves items that match all of the criteria you enter.
  3. Click Add Another Match All (And). A set of fields appears.
  4. Do the following:

    1. From the top drop-down list, select Comparison.
    2. From the next list, select Article.
    3. From the next list, select Any Fields.
    4. From the next list, select Contains Text.
    5. From the next list, enter Critique.
  5. Click Add Another Match All (AND). A new set of fields appears.
  6. Do the following:

    1. From the top list, select Comparison.
    2. From the next list, select Article.
    3. From the next list, select Author(s).
    4. From the next list, select Is:.
    5. Click the selection field, and select Immanuel Kant.
  7. Click Search.

The Advanced Query Builder widget closes, and the matching items appear in the search panel.


Search filters

The following table provides examples of search and filter criteria.


Filter search 1.png
Filters for any content type published between June 16, 2021 at 9:00 AM and June 30, 2021 at 9:00 AM.
Filter search 2.png
Filters for any content type published on or before June 30, 2021 at 9:00 AM and is currently in a status of draft. This scenario occurs if you publish an item and then subsequently create a new version of that item and save it as a draft.

Filter search 3.png
Searches for published articles containing the word imperative, and filters the results for articles authored by Immanuel Kant.

Filter search 4.png
Filters for images tagged careers containing colors close to black.
Tip
You can customize the search panel to match your workflow. For example, when filtering by Author, you can automatically filter by Article as well.


Sorting retrieved assets

To sort retrieved assets:

  • From the Sort list, select the field by which you want to sort the listing of retrieved assets.

Adding fields to search results

Brightspot lists the retrieved items with a standard set of fields. You can add or remove fields from the listing.

Search panel column summary fields

The previous illustration shows how the search panel displays column and summary fields.

  • Column fields appear in columns across the search panel.
  • Summary fields appear within each result in the search panel.

To add fields to search results:

  1. In the search panel, click Select Fields. The Select Fields widget appears.

    Add fields to search results 4.5

  2. Under Hidden Fields, type all or part of a field’s name. As you type, Brightspot filters the list of hidden fields.
  3. From the Hidden Fields list, toggle a field name. The field moves to the Selected Fields - Columns list.
  4. Click arrow_downward to move a field to the Selected Fields - Summary list, and click arrow_upward to move a field to the Selected Fields - Columns list.
  5. From either Selected Fields list, toggle a field name. The field moves to the Hidden Fields list.
  6. Click Update.

The Select Fields widget closes, and you return to the listing of retrieved items with the new fields appearing.

Tip
You can automatically include fields in the search results for a particular content type. For example, you can specify that the Author field always appear when filtering on Article.


Printing search results

You can print search results to any destination available from your browser.

To print search results:

  1. In the search panel, search for and filter the required items.
  2. Click more_horiz > Print Search.

Brightspot displays a print-friendly page and your browser's print dialog box for configuring the output. The output includes only those search results visible in the search panel.


Exporting search results

You can export the search results as a CSV file. This feature is available only if you filter by a particular content type.

To export search results:

  1. In the search panel, search for and filter the required items. Include a filter for content type.
  2. Do one of the following:
    • Mark the checkboxes for found items you want to export.
    • Clear all the checkboxes to export all found items.
  3. Click more_horiz, then select Export or Export All.

Your browser downloads a CSV file. The file contains a column for each column in the search results except Update Date and Viewers.


Saving a content search

If you repeat the same search often, you can save the search criteria in the search panel. You can then run the saved search without again entering the criteria.

To save a content search:

  1. In the search panel, create search criteria and filtering options as described in Filtering search results.
  2. Click more_horiz, then select Save Search. The Save Search widget appears.
    Saved search example.png
  3. In the Name field, type a name for the search.
  4. Click Save.

The Save Search widget closes, and the saved search appears in the Saved Searches list.

Save content search 2.png