How do I search across multiple trusts?
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Brannock Medical Supplies: documents · How do I search across multiple trusts?
Sunita Bains asked how to search for orders across multiple specific trusts in a single query. Bethan Lister explained how to use the multiple values option in the query builder's equals filter. Sunita confirmed the feature worked and solved the use case.
What happened
What this says
Current to 11 Oct 26Sunita Bains asked how to search for orders across multiple specific trusts in a single query. Bethan Lister explained how to use the multiple values option in the query builder's equals filter. Sunita confirmed the feature worked and solved the use case.
Problem: Key-account managers needed to pull data for multiple trusts in one query but did not know how. Handling: Bethan provided clear guidance on using the multi-value filter feature in the query builder. Sunita confirmed success, showing the feature met the need. Watch: This demonstrates adoption of more sophisticated query patterns by customer teams.
Details
Updated 9 Oct 26Trail
created · Sunita Bains 26 Mar 2025 11:01Hi, one of our key-account managers is struggling with something I need to figure out. They want to search for orders across a couple of specific trusts, but they're not sure how to limit the search results. Our managers often need to pull data for two or three trusts at a time. Is there a way to do this in the query builder, or do they need to run separate searches? Just want to make sure we're using the brain efficiently.- public_reply · Bethan Lister 26 Mar 2025 12:06Hi Sunita, just so I've got this right - your managers want to pull results that match a couple of trusts at once in a single query? That's definitely possible. Can you try this: in the query builder, look for the trust field and use the "equals" dropdown to select "multiple values". You should then see checkboxes for each trust. Let me know if that doesn't show up or if you run into trouble. Thanks, Bethan
- public_reply · Sunita Bains 27 Mar 2025 15:06Got it, found it! That's exactly what we needed. The managers can now pull the data they want without running multiple searches. Perfect, cheers.
- status_change · 4 Apr 2025 23:59