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Help centerArticle

Search and filter data and tags

Last updated24 July 2023
Read time3 min

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Quickly find notes, tags, insights, and highlights across projects in your workspace with our full-text search. Intuitive filter and sort controls make it easy to create complex queries, including queries with And and Or logic gates.

Search across projects

If you click Search and discover while you’re in a project, results will be filtered by that project. Click highlighted project’s lozenge to remove this filter if desired.

Type into the search input to instantly see projects you can filter by, and the results related to your search term.

Change the type of results

Below the search input, you'll find buttons allowing you to filter by Projects, Notes, Tags, Highlights, Insights or People. These can be toggled on/off to filter your results.

When none of the objects under the search input are selected, the search is across all of the objects displayed.

Filter your results

Click the Filter icon to the right of the search input to filter your results. You can add multiple filter rules using And and Or logic gates to join rules together.

Filter field reference

Dovetail’s search supports filtering results by the following fields. Please note that not every field listed below will be available when looking at different types in search – for example, you won’t be able to filter by ‘published’ when looking at notes only.

  • Title (text) – The plain title of the project, note, tag, or insight.

  • Content (text) – The content of the note, tag, insight, or highlight.

  • Note (multi select) – A specific note.

  • Tag (multi select) – A specific tag.

  • Project (multi select) – A specific project.

  • Highlight count (number) – The number of highlights on a tag.

  • Folder (multi select) – A specific folder.

  • Note board (multi select) – A specific note board.

  • Note group (multi select) – A specific note group.

  • Tag board (multi select) – A specific tag board.

  • Tag group (multi select) – A specific tag group.

  • Published (boolean) – Whether an insight is published.

  • Created (date) – When the object was created.

  • Updated (date) – When the object was last updated.

  • Custom – Custom note, insight, or person fields.

Search for multiple keywords

You can search for multiple keywords by filtering results based on Content.

To search for multiple keywords (for example “qualitative” and “research”), leave the search field blank and create a new filter. Then, add multiple filter rules on the Content field, with each keyword as a single filter rule.

Sort your results

Click the Sort icon to the right of the sort input to sort your results. You can sort a field by Descending or Ascending and add multiple rules using And and Or logic gates to join rules together.

Sort field reference

Dovetail’s search supports sorting results by the following fields:

  • Content (text) – The content of the note, tag, insight, or highlight.

  • Note (multi select) – A specific note.

  • Starred (boolean) – Whether a highlight is starred.

  • Created (date) – When the object was created.

  • Updated (date) – When the object was last updated.

Your query, filter rules, and sort rules are persisted in the URL. Bookmark the URL in your browser to easily return to it later, and share your search by sending the URL.

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© Dovetail Research Pty. Ltd.
TermsPrivacy Policy