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Saved Searches

Saved Searches

  • All searches are done as POST requests to the API.
  • Search parameters are sent in the body of a request in a JSON format.
  • All search request bodies must contain a "StaticFields" array, an "OfficeIds" array, and also paging parameters properties "PageSize" and "PageNumber".
  • "OfficeIds" must be included in the request and allows a search to filter by Office.
  • As options, the request can also include "orderBy" which will be a field name and "orderByAsc" which can be either true or false.
  • Saved searches give you the ability to create searches and re-use those searches without having to recreate the search from scratch.

Search Criteria

The body of a search request must include a search criteria. These criteria Ids are used in the "searchCriteria" property of the request body. Saved Searches are a type of dropdown field. They use the following criteria:
- Equals, Not Equals, Select All

These criteria are represented as follows
Equals
{
"id": 0,
},
Not Equals
{
"id": 1,
},
Select All is the default and does not need to be specified in the search request body.
To show how the saved searches work, here is a basic case search for cases created in the last 30 days:

POST - https://securelb.trackerproducts.com/api/cases/search
{
"tags": [ ],
"IsSearchingInSublocations": false,
"DynamicFields": [ ],
"StaticFields": [
{
"name": "GENERAL.CREATED_DATE",
"typeId": 2,
"fieldName": "CreatedDate",
"searchCriteriasType": 2,
"searchCriterias": [ ],
"searchCriteria": 12,
"model": 30,
"toDate": "2020-06-09T04:00:00.000Z"
},
{
"name": "SEARCH.OFFICE_SELECTION",
"typeId": 7,
"fieldName": "OfficeSelection",
"searchCriteriasType": 5,
"dropdownEntities": {
"entity": "offices"
},
"searchCriterias": [
{
"id": 0,
"name": "TP_SEARCH.SEARCH_CRITERIA.EQUALS"
}
],
"selectedOffices": [ ],
"model": [ ],
"searchCriteria": 0
}
],
"officeIds": [
1,
175,
231,
385
],
"orderBy": "CaseNumber",
"orderByAsc": false,
"PageSize": 25,
"peopleIds": [ ],
"PageNumber": 1,
"clientDate": "2020-06-09T20:11:28.651Z",
"clientTz": "America/New_York",
"timezoneOffset": 240,
"SavedSearchEntities": [ ]
}


To create a saved search, we will use the following endpoint:



The request should contain
Here is the body of the POST:

{
"name": "Cases Created In Last 30 Days",
"model": "cases",
"searchParameters": "
{\"fields\":
[ {
\"fieldName\":\"CreatedDate\",
\"searchCriteria\":12,
\"model\":30,
\"toModel\":null
},
{
\"fieldName\":\"OfficeSelection\",
\"searchCriteria\":0,
\"model\":
[ {
\"id\":1,
\"name\":\"Tracker Products - Local - 1 Office, LLC\",
\"selected\":true
},
{
\"id\":231,
\"name\":\"Tracker Products - Local - 231 Office\",
\"selected\":true
} ]
} ],
\"forms\":[],
\"isHistorySearch\":false,
\"selectedOfficesIds\":[1,231],
\"searchSublocations\":false,
\"tagsToSearch\":[],
\"peopleIds\":[]}",
"isHistorySearch": false
}