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Search API

The Search API is a flexible endpoint for finding records across one or more entity types using structured filters, free-text search, sorting, and field selection.

POST /api-public/1.0/search/{type}

The endpoint above uses {type} as a placeholder for the entities to search. Enter the system name for the entity instead:

Entity Type System Name
Case sys_case
File (attachment) sys_attachment
Party sys_party
Profile sys_person
Note sys_note
To-Do sys_todo
User sys_user

To search multiple entity types, use a comma to separate the system names, e.g. POST /api-public/1.0/search/sys_case,sys_todo

Operation:

  • The authenticated client sends a POST request with filters, text search, sorting, pagination, and field selection.
  • The server returns an object containing records, count, and total, where:
    • records: records returned in the response. 
    • count: number of records returned in the response.
    • total: total matching records across all pages (use offset to paginate).

The request body accepts the following optional parameters:

  • filters: a FOV DSL object for structured filtering (field/operator/value with and/or/not nesting).
  • anyWords, allWords, or exactWords: free-text search across indexed fields.
  • sort: an object specifying the field and direction by which to records.
  • entitiesSelectedFields: an object specifying which fields to include per entity type.
  • limit: maximum number of records to return.
  • offset: number of records to skip for pagination.

Typical Response (200 Search results returned successfully):

{
  "records": [
    {
      "id": "uuid string",
      "type": "string",
      "data": {...},
      "score": integer,
      "highlight": {}
    }
    ...
  ],
  "count": integer,
  "total": integer
}

Purpose:

  • View existing information across multiple entity types.
  • Find and query all records meeting certain criteria.