Search result union

Many Highrise and WLH users have asked us for a solution for filtering with “OR” logic. For example, when you want to see the “Corp.” OR “Limited” named companies in the same result list. Then you can add tags to them by a single click. We tested many ways, but this isn’t as easy as it looks. Many hidden logical traps and slow queries.

Then we decided to use search result union. This means you can append the new search result to the previous search result and so on – without duplicates.

An example:

Filtering “test 6” named contacts by clicking Search button.

Then filtering “test 5” named contacts by clicking Search and union button, the previous and the new search result were merged.

Next, filtering all the “test” named contacts with Search and union button you can see no duplicates. (Test 03 is duplicated, but the one is company and the other is a contact.)

 

(Specially thanks to Gordon Jackson)


Filtering contacts by unlimited number of tags (and WLH .NET SDK)

Few months ago we had to eliminate the
Parties Parties.ListPartiesByTags(IEnumerable<int> tagIDs, int pagingOffset = 0) method from our SDK, because Highrise API didn’t support the underlying REST call anymore. We were very happy when we realized that Highrise can filter contacts by multiple tags (see: http://help.37signals.com/highrise/questions/57-how-do-i-search-by-multiple-tags), so we were hoping we could enable again the involved method.

When you look at the URI in the browser when you searching by multiple tags, you may see something similar: https://somedomain.highrisehq.com/tags/1963039,1973268,1969549,1984865,1690134,1963033

And not a rocket science to get the xml representation of this call: https://somedomain.highrisehq.com/tags/1963039,1973268,1969549,1984865,1690134,1963033.xml

The only problem is Highrise limits the number of combined tags… boom. Only the first 5 parameters matters and the followings will be ignored. Of course we will create another ListPartiesByTags() upon this behavior.

We are proud to say that WLH supports contact search by unlimited number of tags.


How do I: Advanced filtering contacts

Have you ever been in a situation when you wanted to filter contacts by tags, basic properties and custom fields at the same time? And what about the  50 contacts limitation in the result? WLH has a great solution for this and the top of it you can save these filter settings for later.

Read the rest of this entry »