When selecting multiple labels, you can choose to search for items that have all selected labels (AND) or at least one of the selected labels (OR).
You can also exclude specific labels to further refine your search.
In this article, we’ll cover how to:
use AND and OR filters;
search using one or multiple labels;
exclude specific labels;
combine inclusion and exclusion filters;
use contact labels;
perform common label search scenarios.
Understanding AND and OR Filters
When selecting multiple labels, Plannit lets you specify how they should be used in your search.
Two options are available:
All of these labels = AND
At least one of these labels = OR
All of These Labels — AND
Use All of these labels when the results must contain every selected label.
Example
You select:
All of these labels: Commercial + Sherbrooke
Plannit will only display items that have both Commercial AND Sherbrooke.
An item with only Commercial will not be displayed.
An item with only Sherbrooke will not be displayed.
However, the item may have additional labels beyond the ones you’ve selected.
At Least One of These Labels — OR
Use At least one of these labels when the results must contain at least one of the selected labels.
Example
You select:
At least one of these labels: Maintenance + Repair
Plannit will display items that have:
Maintenance;
Repair;
Maintenance and Repair.
The item may also have additional labels.
In other words:
Maintenance OR Repair
What’s the Difference Between AND and OR?
Let’s use four items as an example:
Item | Labels |
1 | A |
2 | B |
3 | A + B |
4 | A + B + C |
If you search for:
All of these labels: A + B
you’ll get items 3 and 4, because both contain A AND B.
If you search for:
At least one of these labels: A + B
you’ll get items 1, 2, 3, and 4, because they all contain A OR B, or both.
💡 Good to know
All of these labels does not mean “only these labels.”
An item with A + B + C will still match All of these labels: A + B because it contains both A and B.
Excluding Labels
You can also use Exclude labels when certain labels should not be included in your results.
Example
You want to find items tagged Maintenance or Repair, but exclude any items tagged Cancelled.
Use:
All of these labels: Maintenance, Repair
Exclude labels: Cancelled
Items tagged Maintenance or Repair will be displayed, except for those that also have the Cancelled label.
Search Scenarios
Here are several common scenarios to help you quickly select the right filters for your search. In each example, replace A, B, and C with your own labels.
View all items with Label A
Display every item that has Label A, even if it also has other labels.
Select All of these labels: A
Items with A, A+B, A+C, or A+B+C will all be displayed.
View all items with Label A and Label B
Display items that have both labels (A AND B).
Select All of these labels: A + B
The results must contain A AND B. They may also contain additional labels.
View all items with Label A or Label B
Display items that have either label (A OR B), or both.
Select At least one of these labels: A + B
The results may contain A, B, A + B, or A or B along with additional labels.
View all items with Label A and Label B, but excluding Label C
Display items that have both A and B, but never Label C.
Select All of these labels: A + B
Then, under Exclude labels, select C.
The results must contain A AND B, and any item that also has C will be hidden.
View all items with Label A or Label B, but excluding Label C
Display items that have either A or B, but never Label C.
Select At least one of these labels: A + B
Then, under Exclude labels, select C.
The results may contain A, B, or both, and any item that also has C will be hidden.
Filtering Using Contact Labels
In some grids, you can also use labels associated with the contact to further refine your search.
This allows you to distinguish between characteristics of the work and characteristics of the customer.
For example, a work order might have the labels:
Maintenance
Urgent
while the associated contact might have:
Commercial
Sherbrooke
You could therefore search for Maintenance work orders associated with contacts tagged Commercial.
Combining AND and OR Filters
When both filter types are available in the grid, you can combine them to create more precise searches.
Example
You want to find items that are:
Commercial;
located in Sherbrooke;
and involve either Maintenance or Repair.
Use:
All of these labels: Commercial + Sherbrooke
At least one of these labels: Maintenance + Repair
The search therefore becomes:
(Commercial AND Sherbrooke)
AND
(Maintenance OR Repair)
The item must have both Commercial and Sherbrooke, as well as at least one of the Maintenance or Repair labels.
Filter Summary
I want to find… | Filter to use |
Items with Label A | All of these labels: A |
Items with Label A and Label B | All of these labels: A + B |
Items with Label A or Label B | At least one of these labels: A + B |
Items with Label A and Label B, excluding Label C | All of these labels: A + B + Exclude labels: C |
Items with Label A or Label B, excluding Label C | At least one of these labels: A + B + Exclude labels: C |
Key Takeaways
All of these labels = AND
Every selected label must be present.
At least one of these labels = OR
At least one of the selected labels must be present.
Exclude labels
Items containing the excluded labels will not be displayed.