Keyword Variables

Learn to apply keyword variables to your widgets

• What are Keyword Variables
• Editing a Search String
• Dashboard Properties & Variables
• Variables in Keyword Editing
• Running Saved Searches with Variables

What are Keyword Variables

Keyword Variables allow you to have a single dashboard for multiple use cases and topics. These customizable variables, or filters, allow you to update your saved searches and document widgets in the dashboard. You will be able to edit saved searches directly from the widget to update your search string without ever having to build the search again.

• Variables are nouns related to the specific dashboard
  • E.g. company, vehicle, beverage, software
• Variables are case insensitive, can’t include special characters, must be inputted between {}
• Any search you can run in the keyword search can be duplicated with variables
  • Examples:
    • Tesla TAM # = {company} TAM #
    • Netflix ad-supported subscription outlook = {company} {subscription type} outlook
    • Diabetes trial phase = {disease} trial phase

How to create new keyword variables:

• Open the Dashboard you want to add variables to
• Select a Saved Search or Document Widget and navigate to the menu
• Select “Edit Search String” and replace the keywords with the terms you want to be customizable
• Click on Save and then allow the system to Add Variables
• To update your Dashboard widgets to specific keywords related to your terms:
  • Click on Manage Dashboard
  • Input the keywords in the newly created variable textboxes

Once variables are set up and a templated dashboard is created and shared, individual users can begin interacting with them and updating the keywords to update their search and document widget results.

Editing a Search String

• Edit your searches directly from the widgets themselves within your dashboard by clicking the three-dot menu and selecting "edit search string".

• Once here, you can rename the widget and edit the search string by.

• After you click "save" the widget will automatically update with your changes.

Editing with Variables

• Open the Dashboard you want to add variables to
• Select a Saved Search or Document Widget and navigate to the menu
• Select “Edit Search String” and replace the keywords with the terms you want to be customizable with variables
• NOTE: Variables are nouns related to the specific dashboard
  • E.g., company, vehicle, beverage, software
  • Variables: are case insensitive, can’t include special characters, must be inputted between {}
• Click on Save and then allow the system to Add Variables

Dashboard Properties & Variables

To update your Dashboard widgets to specific keywords related to your terms:

• Click on Manage Dashboard
• Input the keywords in the newly created variable textboxes

Underneath "Manage Dashboard," you can now apply "properties" to the dashboard for quick filtering for your key focus areas. You can set filters for companies as well as keywords. Once you select "add property," a menu will pop up, allowing you to define what kind of property it is, such as company, industry, keyword, or custom variables.

NOTE: Each [property that is added will become available in the Manage dashboard panel at the top of the list. If your created filter is not a part of the dashboard properties, then it will not be able to filter the dashboard. For example, if you add industries and select automobiles as your industry, If you delete the dashboard property of "industry," it will no longer filter for automobiles.

• You can also reorder or delete your properties at any time for a custom view.
• You can also select custom variables as one of your dashboard

Variables in Keyword Editing

Once a dashboard property for a variable has been configured, it can be used within keyword searches from within the dashboard itself. You can view them when you go to edit your search string and easily apply the variables to update your widgets.

Running Saved Searches with Variables

It should be noted that only searches within the dashboard will display the variables you have added. At present moment, you are unable to save a search with a variable outside of the dashboard, but you can always run a previously existing saved search and you will be prompted to enter any variable you would like to apply. If you run a search with a new variable, you will be prompted to add the search to your dashboard.

NOTE: Alerts cannot be created for Saved Searches that contain variables