Missing Project Filter in New Search Experience: Need Clarification

Emi F. · 2025-09-29 17:07:09.937307+00

:mag: ~New search experience missing filter: I can't filter by project~ ~What I want to do:~ ~Filter by: Project + "title contains" + last quarter~ ~Why: In-project chat can't filter, and I want to see what themes have surfaced over the last quarter for Notes (Data pages) with a specific title~ ~I tried to select the "title only" filter and typed the common prefix I put in the page title as a workaround, but it pulled non-matching titles from other projects as well. EDIT - typing with quotation marks fixed it~ ~BUT the need still stands: Sometimes I will want to use the filtering capabilities of Search, limited to within a certain project, or across a few select projects. This is very helpful for doing project level analysis, as I can filter for tags or combinations of tags and get summaries in a way that Chat doesn't support today~ `EDIT` Solved, can do this under "Anywhere" filter

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Missing Project Filter in New Search Experience: Need Clarification | Dovetail Champions

9 comments

· Sorted by Oldest

Jazmin
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Hi Emi, Thanks for reaching out. 👋 Happy to help out! You can filter by project by navigating and updating "Anything" to "Project" by toggling it on:
(314 kB)
Emi F.
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That shows Projects as the result. ie "only show me Projects as a result". That's not what I mean. I mean "Show me highlights, data, Insights from XYZ project"
Jazmin
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Thanks, Emi. Edited messages in public Slack don't come through to our Intercom tickets. So, I didn't see the rest of your edited message. Let me follow up with our Search team for clarification. Additionally, if you are using Chat within a project, it's already filtered to only chat with you within that specific project. So that project "filter" is already applied within Chat. Can you let me know if you've already tried using chat within a project and asking: "What themes have surfaced over the last quarter for Notes (Data pages) with (specific title)"?
Emi F.
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I just gave it a shot. Here's how it went
1.
"What themes have surfaced over the last quarter for Data pages with the title "[redacted]"?
a.
It does ok
2.
"How does this compare with feedback from H1? (so feedback from January 2025 - June 2025)?"
a.
It forgets and begins pulling notes with other titles. Successfully looks at older data
3.
"Keep focusing on pages with the title NPS Feedback Analysis"
a.
It still pulls pages with the wrong title despite saying otherwise.
This is a general issue with LLMs. Sometimes I cannot risk a misunderstanding / forgetfulness of instructions. I need cleanliness of the data set first. AI analysis of said data set is great. But a nice AI analysis run on the wrong data is still wrong. This is why I have leaned on Search for so long. I use Chat inside of projects when it doesn't matter if I use the entire project's data set or not. But being able to use the AI generated Insights feature or Chat would benefit significantly from being able to manually say what data to include or not.
Joey T.
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Hi Emi! If I'm understanding you correctly, you would like to filter for highlights, data and insights from project XYZ, with a title that contains "abc", in the last quarter? You should be able to do this by:
Setting the "Anything" filter to Highlights, Data and Insights
Setting the "Anywhere" filter to your chosen project
Setting the "Anytime" filter to the last quarter (or 90 days)
Selecting the "Title only" filter
Searching for your desired keywords in quotation marks
Let me know if this doesn't suit your requirements - as always, happy to jump on a call if you have any other feedback!
Emi F.
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AHA "anywhere" stumped me. I was expecting to find it under More.
Emi F.
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This has been a case of "lack of user knowledge when something changes"
Emi F.
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Thanks Joey T.
Joey T.
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No worries Emi! Glad I could help

Jazmin
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Hi Emi, Thanks for reaching out. 👋 Happy to help out! You can filter by project by navigating and updating "Anything" to "Project" by toggling it on:
(314 kB)
Emi F.
·
·
That shows Projects as the result. ie "only show me Projects as a result". That's not what I mean. I mean "Show me highlights, data, Insights from XYZ project"
Jazmin
·
·
Thanks, Emi. Edited messages in public Slack don't come through to our Intercom tickets. So, I didn't see the rest of your edited message. Let me follow up with our Search team for clarification. Additionally, if you are using Chat within a project, it's already filtered to only chat with you within that specific project. So that project "filter" is already applied within Chat. Can you let me know if you've already tried using chat within a project and asking: "What themes have surfaced over the last quarter for Notes (Data pages) with (specific title)"?
Emi F.
·
·
I just gave it a shot. Here's how it went
1.
"What themes have surfaced over the last quarter for Data pages with the title "[redacted]"?
a.
It does ok
2.
"How does this compare with feedback from H1? (so feedback from January 2025 - June 2025)?"
a.
It forgets and begins pulling notes with other titles. Successfully looks at older data
3.
"Keep focusing on pages with the title NPS Feedback Analysis"
a.
It still pulls pages with the wrong title despite saying otherwise.
This is a general issue with LLMs. Sometimes I cannot risk a misunderstanding / forgetfulness of instructions. I need cleanliness of the data set first. AI analysis of said data set is great. But a nice AI analysis run on the wrong data is still wrong. This is why I have leaned on Search for so long. I use Chat inside of projects when it doesn't matter if I use the entire project's data set or not. But being able to use the AI generated Insights feature or Chat would benefit significantly from being able to manually say what data to include or not.
Joey T.
·
·
Hi Emi! If I'm understanding you correctly, you would like to filter for highlights, data and insights from project XYZ, with a title that contains "abc", in the last quarter? You should be able to do this by:
Setting the "Anything" filter to Highlights, Data and Insights
Setting the "Anywhere" filter to your chosen project
Setting the "Anytime" filter to the last quarter (or 90 days)
Selecting the "Title only" filter
Searching for your desired keywords in quotation marks
Let me know if this doesn't suit your requirements - as always, happy to jump on a call if you have any other feedback!
Emi F.
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·
AHA "anywhere" stumped me. I was expecting to find it under More.
Emi F.
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This has been a case of "lack of user knowledge when something changes"
Emi F.
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Thanks Joey T.
Joey T.
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No worries Emi! Glad I could help