Search Filters

Let's take a look at some of the toggle options and filters available on the Search tab.

Tables Dropdown

On the Search tab, you will first want to select the appropriate Table. You will notice that you may see a section in the dropdown for Salesforce Objects and a section for GRAX Tables.

The Salesforce Objects section of the Tables dropdown will show all GRAX indexes that can be matched by Salesforce API name to objects in THIS current Salesforce org. Anything else will be put into GRAX Tables section, which indicates it was either third-party externally loaded data into GRAX or you may have a multi-org GRAX data lake and the object does not exist in this current SFDC org.

Fields Dropdown

Once you select the appropriate Table, you should use the Fields dropdown to select the fields/columns you want displayed in the retrieved results.

You will notice that you may see a section in the Fields dropdown for Salesforce Fields and a section for GRAX Fields.

Similarly, the Salesforce Fields section of the Fields dropdown will show all fields from the GRAX index that we can match by API name to fields on THIS object in THIS Salesforce org. Anything else will be put in GRAX Fields section, which would indicate a system GRAX field, or potentially in a multi-org use case that while GRAX can match the object to this org, the fields may no longer exist or come from another org.

Show Records From All Environments

This toggle option on the Search tab can be helpful for multi-org use cases. For instance, your GRAX Account Index might have accounts from different Salesforce orgs. By default, the search results will only filter on this current SFDC org. If you want to search across everything in the index, you will need to enable this toggle. Remember, once enabled, you can also then use the filter dropdowns to filter on a specific org ID.

Match Records From All Environments

Toggle is enabled by default

When displaying lookup field columns in the Search results, GRAX will try to at least query against this current org you are in so that it can display the lookup field columns as clickable hyperlinks to the record in this environment.

Enabled: With this toggle enabled, we will attempt to match ALL records from the index (regardless of record's org ID) to this org's records in order to display lookup columns as hyperlinks to the record in this environment.

Disabled: With this toggle disabled, we will attempt to match only records from the index that have this org's ID in order to display lookup columns as hyperlinks to the record in this environment.

Think about the scenario where you are currently in a full sandbox. There could be records in your GRAX index that were backed up from Production. However, the lookup fields might have matching IDs across the environments, so even though you are in the sandbox you may want to see those lookup columns as clickable links to records in this org, and thus you would enable this toggle.

Display Restore Info

When you enable this toggle, it will add 2 columns to the search results view:

Restored Record - depending on status of the record in this environment, this will be a clickable link to the record
Last Restored Date - date the record was last restored

When you enable this toggle, you will also see a new filter dropdown named Restored in Any Connected Environment? which will allow you to filter search results to only see (or not see) records that have been restored. For this filter, we do not distinguish the destination environment records were restored into, so be careful if you are backing up records from multiple environments into the same GRAX index.

Note: you cannot currently sort on these columns.

Backed Up / Archived / Both

Use these button choices to filter search results on only records that have been backed up, archived, or both. Remember you can also further use the `Deleted' field in the filter dropdown to see archived records.