1️⃣ Searching, filtering, and sorting content elements

A key aspect of the ITONICS InnovationOs is finding the right content pieces easily. As it serves as your internal intelligence system for everything innovation, find out how to best detect the content you are looking for.

1. Search for Content via the Search Bar

2. Using filters to search the content database by pre-defined values

3. Save searches and filter views for easier recall

4. Sorting the content list

Search for Content via the Search Bar

The (Innovation OS internal) search bar is located in nearly all the tools of the InnovationOS (e.g., the Explorer, Radar, Board, Network Graph, List). It compares the search bar entry with the text contained in the titles, summaries, descriptions, and further reading links of elements stored in a particular workspace. The search bar only works within a particular workspace and does not return results from other workspaces.

Please note that no search bar is currently available in Roadmap and when you click Home. The search bar in Insights serves a different purpose and does not look up elements within your custom InnovationOS but in the broader ITONICS Data lake, i.e., elements not yet stored in your custom InnovationOS.

 When you open any of the tools, you will find the search bar on the very top left of the respective tool [1]. Start by adding the terms you want to search for and the system will start automatically adjusting the displayed elements based on your search criteria. 

To clear the search, remove your search term or click the x button at the end of the search bar. 

The results of your search can be influenced by how you type in your search query. In general, search terms are not case sensitive: "ITONICS"="Itonics"="itonics", yet the use of Boolean operators is, i.e., it needs to be "OR" instead of "or".

To narrow down/specify results

  • Use the Boolean Operator AND, e.g., eco AND green (only returns items that contain both words)
  • Use a Whitespace between your search terms, e.g., eco green (only returns items that contain both words)
  • Exclude terms by using the Boolean Operator NO, e.g., eco NOT green (returns items which include eco but not green)
  • Specify search terms with "[text]", e.g., (multi OR Omni) AND "channel" (returns results that must include "channel" in the text fields and either "multi" or "omni")
  • Searching within specific fields using "field:<term>", e.g., "title:car OR tags:automotive" (results in showing items that contain "car" in the title or have a tag called "automotive". Other possible field keywords are:"abstract:<term>" and "description:<term>". Please do not add blank spaces between colon and search term)

To widen search results

  • Use the Boolean Operator OR, e.g., eco OR green (returns items that contain either of the words "eco" or "green")
  • Use a Wildcard search at the end of a search term "*", e.g., block* (returns results that include text, such as "block", "blocks,", "blockers", "blockchain", and alike)
  • Fuzzy search: "~", e.g., foam~ (returns results with "foam", "roam" or "foams")

Saving recurrent searches

When you do not want to create a search query from scratch every time, you have the option to save a search request  [1]. Find the bookmark icon next to the search bar, click on it, and find the option to "+Save Filter" [2]. 

You are now asked to enter a respective title and decide whether the saved filter should be only visible to you or available to all workspace users (check the box for "Share with everyone?") [3]. When it's finished, click save [4]

You will now find all saved filters under the bookmark icon [1]. 

The saved filters are visible in the Explorer, List, and Network Graph, and it works independently of the location where they have been created. 

Within the bookmark icon, you will also find further options to refine saved filters or delete saved filters.

Using filters to search the content database by pre-defined values

If you want to search the database by specific pre-defined values, you can use the filter options below the search bar [1]. Filters are available in nearly all the tools of the InnovationOS (e.g., the Explorer, Radar, Board, Network Graph, List). The filter only works within a particular workspace and does not return results from other workspaces.

Please note that no filter option is currently available in Roadmap and when you click Home. The filters in Insights serve a different purpose and do not filter for the elements within your custom InnovationOS but in the broader ITONICS Data Lake, i.e., elements not yet stored in your custom InnovationOS.

The following filter options appear directly on the filter bar [1]:

  • Element Type: Allows to filter for specific element types, e.g., only show trends or ideas (multi-select is possible)
  • (Curation) Status: Allows to filter for elements with the publication status: draft, published and/or archived. (multi-select is possible)
  • Created By: Allows to filter a user and the content elements he/she created (single select)
  • Updated: Allows to filter for a timeframe within which content elements have been updated lastly (learn what is taken into account in this article)
  • Watched Elements Only: Allows to filter for Elements that you watch, i.e., where you have subscribed to get email notifications once an update was made

By hovering over each filter option, you will find a blue x icon to reset a specific filter [2]. You can also reset a combination of different filters by clicking the blue reset name at the end of the filter bar [3].

Applying element-type-specific filters

Besides the general filter options, you can also use more specific filter options. To open the menu, click on "More Filters" [4]. You are now asked to apply the filter settings by choosing the respective element type(s) first [5]. Once selected, you will find the selectable properties under "Add Element Type Filter" [6]. 

Here, all defined dropdown fields, rating criteria, and user search fields will be shown.

Please note that you can currently not select step fields, numeric fields, or date fields in the more filter section.

When you have selected the element types and properties that you want to filter for, you can further narrow down the result list by indicating specific values you are looking for [7]. As with the search, you can also save the filter setting which will allow you or others (check the box for "Share with everyone?") to recall a specific filter view more easily [8].

Within the "More Filter" Option, you can also set a parameter to search for elements that contain specific (free-form) tags [9] or are related to specific other content elements. If you want to search globally for these content elements, please make sure that the right content elements are selected or that they are unselected at all.

Please also note that a yellow dot is displayed next to the "More Filters" option when a filter is applied from this menu [4].

Save searches and filter views for easier recall

When you do not want to create a search query from scratch every time, you have the option to save a search request  [1]. Find the bookmark icon next to the search bar, click on it, and find the option to "+Save Filter" [2]. 

You are now asked to enter a respective title and decide whether the saved filter should be only visible to you or available to all workspace users (check the box for "Share with everyone?") [3]. When it's finished, click save [4]

You will now find all saved filters under the bookmark icon [1]. 

The saved filters are visible in the Explorer, List, and Network Graph, and it works independently of the location where they have been created. 

Within the bookmark icon or on top of the "More Filters" sidebar, you will also find further options to refine saved filters or delete saved filters.

Sorting the content element list

When you are in the Explorer, you have one more option to navigate your content. You can change the sorting logic and how the content elements are displayed.

You can either change the sorting logic by switching between the title (alphabetical sorting), the last update date, or the create date [10]. You can also define whether the list should be sorted A-Z or Z-A for the title sorting. The same applies to the date options. To change this logic, change from descending (e.g., A-Z) to ascending (Z-A) or vice versa.

You also have the option to change the view from the Grid view (which displays the element cards with its picture) to a list view.

Please note that when using a search request, a fourth sorting option appears: Relevance.

To read more about how you can engage with the content assets in your InnovationOS, we recommend reading those articles:

  • 1️⃣ Adding content elements
  • 2️⃣ The content cards: Viewing, rating, watching, sharing, and commenting on content
  • 3️⃣ Signals and Insights: Finding more content in the ITONICS Data Lake