The Search Assessments field (1) lets you search assessments by text.
Enter a word or phrase to search across all assessment fields. For example:
returns all assessments where the word "EU" appears in any field.
To search for an exact phrase, wrap it in quotes:
returns all assessments where the exact phrase "European Union" appears in any field.
When searching by email address, wrap the address in parentheses:
returns all assessments that have at least one respondent with the email john.doe@gmail.com.
Click Advanced Search (2) to use additional parameters for more sophisticated search criteria spanning multiple fields.
To search within a specific field, enter the field name followed by a colon and your search term. For example:
returns all assessments with at least one approver whose first or last name contains "Gonzalez."
The full list of searchable assessment fields:
| Field name | Description |
|---|---|
| idf | Assessment identifier |
| name | Assessment name |
| description | Assessment description |
| tname | Assessment template name |
| creator | Creator name |
| lead | Owner name |
| approver | Approver(s) name |
| respondent | Respondent(s) name |
| state |
Assessment state. Values must be uppercase:
APPROVED,
APPROVED_PENDING_REMEDIATION,
IN_REVIEW,
OPEN,
PENDING_APPROVAL,
REVIEW_COMPLETE,
SURVEY,
SURVEY_COMPLETE,
SURVEY_INCOMPLETE.
See
Assessment States.
|
| created |
Date when the assessment was created. Format:
YYYY-MM-DD HH
|
| reminder_date |
Assessment reminder date. Format:
YYYY-MM-DD HH
|
| closed_date |
Date when the assessment reached Approved status
(approved by all approvers, all remediation resolved).
Format:
YYYY-MM-DD HH.
See
Understanding the "Default, with Acceptance" Workflow.
|
| approved_date |
Date when the assessment was approved (reached
Approved or Approved Pending Remediation status).
Format:
YYYY-MM-DD HH
|
| label | Assigned label. See Using Assessment Labels. |
| question | Question text |
| answers.question |
Question text (same as
question
above)
|
| answers.answer | Answer given by respondents |
Use + to require a term and - to exclude it. Terms without a sign may or may not be present. Terms must be enclosed in parentheses when combining signs. For example:
returns all assessments that (1) must have "privacy" in question text, (2) must not have "assessment" in question text, and (3) may or may not have "california" in question text.
Combine search terms using AND and OR:
returns all open assessments whose name contains "DMP-3020."
returns all published assessments with at least one question whose text contains "information classification."
Use parentheses to group multiple terms or clauses:
returns all assessments whose name contains "DMP-3020" or "PSO."
returns all assessments whose name contains "EU" or "European Union" that have at least one question containing both "Privacy Policy" and "practices."
Use * for zero or more characters, and ? for exactly one character.
matches "Class," "Classification," "Classes," etc.
matches "Class," "Glass," etc.
matches "EU," "European Union," etc. Quotes are not required for wildcard terms.
Append ~ to a term to search for similar spellings. Useful for handling typos:
still returns assessments containing "Privacy" in their name despite the typo.
For date fields (created, reminder_date, published_date, approved_date), use YYYY-MM-DD HH format. Use square brackets to search a range:
returns all open assessments created in May 2016.
A standard AND search across question and answer fields matches assessments where each term appears anywhere — not necessarily in the same question/answer pair. To match on the same pair, use the JOIN% keyword:
returns assessments with "Germany" in any question AND "Yes" in any answer — even if they are from different questions.
returns assessments where a respondent answered "Yes" to a question that contains "Germany."
returns assessments where a respondent answered "Yes" to a question containing "Under age 13."
Multiple JOIN% clauses can be combined for complex searches:
returns all approved assessments where a question containing "Does the Privacy Notice describe" was answered "No" AND a question containing "third parties to whom personal information is transferred" was answered "Yes."