When you click on Entity Search, you'll see two options open up on your side bar:
Person
Transaction
❗️ Before attempting to search for a Person/Transaction, head on down to the schemas section and fill that our first. You won’t see any fields to search for otherwise.
Only fields marked as "Searchable" are available in entity search.
Searching for particular Person or Transaction
You can search Persons and Transactions based on any of the data points you see in the drop-down list.
You can filter your entities in Salv based on:
Persons: defined schema fields (including child fields of objects), person ID, person type.
Transactions: defined schema fields, transaction ID, person ID.
Once you select a data field you want to use for search, you need to select which type of matching you want to be applied for the search:
There are five types of schema fields. Each has different filters:
STRING: 'Is exactly', 'Exists', 'Contains', 'Contains word', 'Starts with', 'Ends with', and negative forms of each
NUMBER: 'Is exactly', 'Exists', and negative forms of both, 'Is greater than', 'Is greater than or equal', 'Is less than', 'Is less than or equal'
DATETIME: 'Is exactly', 'Exists', and negative forms of both, 'Is greater than', 'Is greater than or equal' (i.e. is after (or on)), 'Is less than', 'Is less than or equal' (i.e. is before (or on))
OBJECT: depends on child field type
ENUM: 'Is exactly', 'Exists', and negative forms of both
Good to know:
'Is exactly' and 'Is not exactly' filters are case sensitive. A filter like 'Name is exactly "john doe"' will not match a user with the name 'John Doe'. 'Name contains "john doe"' will match.
With 'Exists' and 'Does not exist' you can finds entities which either have any value for the selected attribute, or don't have the attribute at all.
'Contains' can match the keyword if it's part of a larger word (i.e. 'Contains
pay' will match for the wordspayandpaymentandpayments), whereas 'Contains word' would require that the wordpayis standalone.DATETIME field search allows you to select both a date (e.g., 2025-03-15) and a specific time (e.g., 16:47) to narrow down results to an exact timestamp or datetime attribute. If no time is selected, all entities matching the selected date will be displayed.
Multi-value search
You can apply multiple conditions to narrow down the results. For example, you can specify both the sender's name and the receiver's name to locate transactions between specific parties.
Adding Conditions to Your Search
Click the + Add Filter button to include additional conditions.
Repeat this step to add as many filters as needed.
Choose how conditions are applied:
Match all filters (AND logic) – only entities meeting all conditions will appear.
Match at least one (OR logic) – entities meeting any of the conditions will appear.
Results export
After running a search, you can export the results by clicking the 'Export' button at the top right corner of the screen. You’ll be prompted to choose your preferred file format - either .csv or .xlsx. Once the export is ready, you’ll receive an email with a link to download the file. Please note that exports are limited to 10,000 entries per request.
An alternative search method
On a Customer or Transaction page - click on anything in blue to bring up a list of all other persons or transactions with that same detail.
For example, you have a customer whose country is Estonia and you want to see all other customers from Estonia. You can click on the name of the country:
And system will automatically forward you to search page and pre-fill search conditions.
You can select which fields are linked to search when setting up Schemas.