# Searching in Flosum Backup & Archive

{% hint style="success" %}
**Required User Credentials**

\[**Flosum User**] - **Backup & Archive** license with **Backup & Archive** permissions
{% endhint %}

## ![](https://646917531-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Focom3JROuDKOidclKbQx%2Fuploads%2Fgit-blob-3f6faa4230b72167926fbc0a31dd17dc7d74581d%2FSummary2-Small-Icon.svg?alt=media)Overview

This article guides you through creating a Search in the Flosum Backup & Archive app. Use this feature to find specific records across Salesforce objects by applying filters. Once the search is complete, you can view the search results.

The search results can be purged, which removes the records from your backups and archives. The purpose of purging data is to help you comply with GDPR requirements. See the following articles for instructions on completing a purge.

* [purging-data-from-flosum-backup-and-archive](https://docs.flosum.com/backup-and-archive/search/purging-data-from-flosum-backup-and-archive "mention")

{% hint style="info" %}
To purge data, you must have **App Settings** permissions. Therefore, to execute both a Search and a Purge, permissions for **Backup & Archive** and **App Settings** are required.
{% endhint %}

{% hint style="info" %}
The Flosum Backup & Archive app in Salesforce allows you to search your backups and archives directly from Salesforce. See the following article to learn how to do this.

* [searching-with-flosum-backup-and-archive-in-salesforce](https://docs.flosum.com/backup-and-archive/backup-and-archive-in-salesforce/searching-with-flosum-backup-and-archive-in-salesforce "mention")
  {% endhint %}

## Create a Search Job

{% stepper %}
{% step %}

### Create a Search

1. Click **Search** from the sidebar menu.
2. Click the **Connection Switcher** from the breadcrumb path.&#x20;

   <div align="left"><figure><img src="https://646917531-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Focom3JROuDKOidclKbQx%2Fuploads%2Fl9bPoBVyfH7QXFVH1t7V%2FSearchingBackupsAndArchives-Create-01.png?alt=media&#x26;token=fb07a7a3-e391-4767-8a38-810db7b47bd9" alt="" width="563"><figcaption></figcaption></figure></div>
3. Select the connection you wish to use.&#x20;

   <div align="left"><figure><img src="https://646917531-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Focom3JROuDKOidclKbQx%2Fuploads%2F7cpSN2AUW5OuavMk2Cnf%2FSearchingBackupsAndArchives-Create-02.png?alt=media&#x26;token=b6e946bf-63b9-44a3-acd5-6f692d70c5ff" alt="" width="563"><figcaption></figcaption></figure></div>
4. Click **Create Search**.&#x20;

   <div align="left"><figure><img src="https://646917531-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Focom3JROuDKOidclKbQx%2Fuploads%2FUEgrkkgfLoDdkGlxuzyq%2FSearchingBackupsAndArchives-Create-03.png?alt=media&#x26;token=517d6f63-df21-4b61-88d1-8cd67071876c" alt="" width="563"><figcaption></figcaption></figure></div>

{% endstep %}

{% step %}

### Add Objects

1. Click the **Add object** menu button to select the Salesforce Objects to include in the search.&#x20;

   <div align="left"><figure><img src="https://646917531-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Focom3JROuDKOidclKbQx%2Fuploads%2FWccDhT7u4i4NpDiSZVIC%2FSearchingBackupsAndArchives-Search-03.png?alt=media&#x26;token=9ed969db-82a7-40ca-bbb6-d564b1730621" alt="" width="563"><figcaption></figcaption></figure></div>
2. Search or browse for objects from the menu.
3. Check the objects you want to add.
4. Click **Add** to add all of the selected objects.&#x20;

   <div align="left"><figure><img src="https://646917531-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Focom3JROuDKOidclKbQx%2Fuploads%2F1Y41fZF06Krqiwsieguq%2FSearchingBackupsAndArchives-Search-04.png?alt=media&#x26;token=a4fc1cf5-f910-41ba-bdbc-9f8228a1191d" alt="" width="563"><figcaption></figcaption></figure></div>

{% endstep %}

{% step %}

### Add Child Objects (Optional)

1. Click an object to open the **Add child objects** dialog.
2. Click the **+ Add** button next to each of the child objects to add.
3. Once you have added all the objects, click **Apply** to save the changes.&#x20;

   <div align="left"><figure><img src="https://646917531-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Focom3JROuDKOidclKbQx%2Fuploads%2FzowZ2FUEEivZBy2cpYcK%2FSearchingBackupsAndArchives-Search-06.png?alt=media&#x26;token=51e32592-84a1-4292-9316-04c80ef5a66b" alt="" width="563"><figcaption></figcaption></figure></div>

{% endstep %}

{% step %}

### Apply Filters

{% hint style="info" %}
Filters are required for all objects in a search operation.
{% endhint %}

1. Click **Filter** to add a filter to the object.&#x20;

   <div align="left"><figure><img src="https://646917531-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Focom3JROuDKOidclKbQx%2Fuploads%2FKqg8MowpdRf162EKdova%2FSearchingBackupsAndArchives-Search-07.png?alt=media&#x26;token=13eedcbf-a5c8-4e62-84c7-a0f5daaee5a1" alt="" width="563"><figcaption></figcaption></figure></div>
2. Click **Add Filter** in the filter dialog to add a filter criteria.
3. The screenshot below shows an example filter.
4. Click **Apply** to save the filter.&#x20;

   <div align="left"><figure><img src="https://646917531-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Focom3JROuDKOidclKbQx%2Fuploads%2Fid5ZwLFamKY4W5zb5Z7m%2FSearchingBackupsAndArchives-Search-08.png?alt=media&#x26;token=24e82a45-15e1-49cc-9e9d-6f0a8c7fbc9e" alt="" width="563"><figcaption></figcaption></figure></div>

{% endstep %}

{% step %}

### Finish Search Job

1. Click **Next**.&#x20;

   <div align="left"><figure><img src="https://646917531-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Focom3JROuDKOidclKbQx%2Fuploads%2FZvWrwYzuB8c82E7DhfIc%2FSearchingBackupsAndArchives-Search-09.png?alt=media&#x26;token=dcd0f557-7a49-4ced-8bd5-86561fcc6b64" alt="" width="563"><figcaption></figcaption></figure></div>
2. Review the selected objects and filters.
3. Click **Search** to start the search.&#x20;

   <div align="left"><figure><img src="https://646917531-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Focom3JROuDKOidclKbQx%2Fuploads%2FmbwQkb7ppQUSWfpHrvqb%2FSearchingBackupsAndArchives-Search-10.png?alt=media&#x26;token=e7a51946-7437-49ea-8d50-19b8b554cc8a" alt="" width="563"><figcaption></figcaption></figure></div>
4. You can view the status of the search job in the **History** table on the **Search** page.&#x20;

   <div align="left"><figure><img src="https://646917531-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Focom3JROuDKOidclKbQx%2Fuploads%2FTnfimoluBgSjIdqv0oU1%2FSearchingBackupsAndArchives-Search-11.png?alt=media&#x26;token=07b2645c-51c6-4433-a941-d4f4149f22e5" alt="" width="563"><figcaption></figcaption></figure></div>

{% endstep %}
{% endstepper %}

## Reviewing Search Results

Once your Search Request has completed, you can review its details and results. The data in a search request is organized as follows:

**`Search Request > Data > Object > Version > Record > Fields/Data`**

1. The **History** table on the **Search** page shows all of the completed search jobs.
2. Click a **Search Request** job to view the records that were found during the search.&#x20;

   <div align="left"><figure><img src="https://646917531-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Focom3JROuDKOidclKbQx%2Fuploads%2FPUAmMj4QiLPBXL8MJsnC%2FSearchingBackupsAndArchives-SearchReview-01.png?alt=media&#x26;token=813a8bae-7f49-487c-a0f7-922af52e580c" alt="" width="563"><figcaption></figcaption></figure></div>

{% hint style="info" %}
The **Records** column indicates the number of records found in response to your search request. The **Ready for Purge** tag will only appear if the search job completes with one or more matching records. If the search job does not find any records that match the search criteria, no data will be available for viewing or purging.
{% endhint %}

3. The **Overview** tab displays details about the search job.&#x20;

   <div align="left"><figure><img src="https://646917531-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Focom3JROuDKOidclKbQx%2Fuploads%2FhybzSUfztePE3pMLoBG2%2FSearchingBackupsAndArchives-SearchReview-02.png?alt=media&#x26;token=5fbfe74f-814f-418b-bffc-56a75215b545" alt="" width="563"><figcaption></figcaption></figure></div>
4. Click the **Data** tab to view the data found by the search.
5. Click an object to view the records for that object.&#x20;

   <div align="left"><figure><img src="https://646917531-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Focom3JROuDKOidclKbQx%2Fuploads%2FJUXmDOfEqZtoVlL065se%2FSearchingBackupsAndArchives-SearchReview-03.png?alt=media&#x26;token=3857504d-4ff5-4555-8a6b-777352157ff1" alt="" width="563"><figcaption></figcaption></figure></div>
6. Click a record to view the versions of that record.&#x20;

   <div align="left"><figure><img src="https://646917531-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Focom3JROuDKOidclKbQx%2Fuploads%2FwR6ndkgEKElgkts87BaI%2FSearchingBackupsAndArchives-SearchReview-04.png?alt=media&#x26;token=cada75a7-30d3-40e8-a947-0d85aac3f348" alt="" width="563"><figcaption></figcaption></figure></div>
7. Click a version to view the fields and data for that version of the record.&#x20;

   <div align="left"><figure><img src="https://646917531-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Focom3JROuDKOidclKbQx%2Fuploads%2F97roM3LNLKHzx6u6XxcD%2FSearchingBackupsAndArchives-SearchReview-05.png?alt=media&#x26;token=12fff12b-3599-4a50-92b6-68bca7badbf3" alt="" width="563"><figcaption></figcaption></figure></div>
8. You can search or browse to view all of the data in the fields of this record.&#x20;

   <div align="left"><figure><img src="https://646917531-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Focom3JROuDKOidclKbQx%2Fuploads%2FYM1mKm7uIvDC8dVLWjIH%2FSearchingBackupsAndArchives-SearchReview-06.png?alt=media&#x26;token=bd696b02-40d6-4919-b5e8-88298ca49df8" alt="" width="563"><figcaption></figcaption></figure></div>
