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What Are the Magic Search Options?

Updated

When running Magic in a Project, you will see different search options depending on whether you are choosing to answer with content from your Library or from completed Entries in other Projects.

 

Learn more: Learn how to answer Project questions using Magic. 

Options When Running Magic Across the Library

 

Permissions Required: The permissions required to run Magic across the Library are:

  • Loopio-wide Project, Level 1 (Participant) permissions or higher, and
  • Ability to edit one or more Project Entries that are eligible for Magic. Assignees may run Magic on Entries assigned to them, while Project Admins can run Magic on all unanswered Entries, and
  • Loopio-wide Library, Level 1 (Read Only) or higher access to at least one Stack. Results will only be returned from the Library Locations the User running Magic has permission to access.

Library Location

Filter to specific Stacks, Categories, and Subcategories. Only Library locations that are available in Projects and that you have permission to access will appear in this list.

Tags

Filter using specific Tags. When adding multiple Tags, you will have the option to match:

  • All: Returns Library Entries that have all listed tags
  • Any: Returns Library Entries that have one or more of the listed tags
  • None: Returns Library Entries that have none of the listed tags

Language

If your Library contains content in multiple languages, select which language content should be returned.

Magic Strength

Choose between:

  • Show results for all Entries: For every Project Entry, Magic returns the answer that would be the first search result when using the applied filters
  • Flexible: Shows results for more entries, with lower accuracy
  • Moderate: Shows results for some entries, with higher accuracy
  • Strict: Shows results for a few entries, with very high accuracy
  • Use exact match instead of Magic Strength: Returns only Answers that contain an exact match to the search term being used

Magic Output

Select which Answer types to return, and how to place them in your Project:

  • Answer text: Returns the main full text Answer. Deselect this option if you are answering a questionnaire with only Answer Sets and no space for additional comments.
  • Map Answer Set to Project Entry: Uses the Library Entry's Answer Set to answer the Project Entry's Answer Set. Answer sets must be mapped.
  • Prepend Answer Set to answer text: Returns the Answer Set at the beginning of the main full text Answer. There will be either a period or hyphen connecting the Answer Set and Answer depending on your Site Settings.
     

    Learn more: Which Answer Set Connectors Can I Choose From?

Search Within

Select whether Magic should return answers that contain your keywords in the Question, Answer or Tags of the Entry.

Include

Choose whether to include Library Entries that are currently in Review.

Options When Running Magic Across Projects

 

Permissions Required: The permissions required to run Magic across Projects are:

  • Loopio-wide Project, Level 1 (Participant) permissions or higher, and
  • Ability to edit one or more Project Entries that are eligible for Magic. Assignees may run Magic on Entries assigned to them, while Project Admins can run Magic on all unanswered Entries, and
  • Search Projects, Level 1 permissions or higher. Results will only be returned from Projects the User running Magic has permission to access.

Project Type

Select from available Project types.

Project Selection

Select whether to search in:

  • All Projects: Searches across all Projects you have access to
  • Specific Projects: Search for and add Projects by name
  • All Projects created in time Range: Select a start and end date and search only Projects created within that date range

Magic Strength

Choose between:

  • Show results for all Entries: For every Project Entry, Magic returns the answer that would be the first search result when using the applied filters
  • Flexible: Shows results for more entries, with lower accuracy
  • Moderate: Shows results for some entries, with higher accuracy
  • Strict: Shows results for a few entries, with very high accuracy
  • Use exact match instead of Magic Strength: Returns only Answers that contain an exact match to the search term being used

Magic Output

Select which Answer types to return, and how to place them in your Project:

  • Answer text: Returns the main Answer from the most relevant Project Entry based on parameters set.
  • Prepend Answer Set to answer text: Adds the Answer Set as noted in the matched Project Entry before the Project Answer. Depending on your site settings, there will be a period or hyphen connecting the Answer Set and Answer. 
     

    Learn more: Which Answer Set Connectors Can I Choose From?

Search Within

Select whether Magic should return answers that contain your keywords in the Question or Answer of the Entry.

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