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Conditions Explorer

Learn how to use Conditions Explorer to build and reuse asset search rules. This guide explains selecting saved conditions, creating a new condition with signal, operator and value, refining results, exporting matches, and using condition-based searches to support investigations and workflow design.

Overview

The Explorer → Conditions tool lets you create and reuse search conditions to filter and find assets in Perspio. It is designed to help users define search logic using a signal, operator, and value, then return the assets that match that logic.

This tool is important because it allows teams to:

  • Find assets based on consistent, repeatable rules

  • Validate signal logic before using similar logic in workflows

  • Narrow down large asset lists for operational reviews and investigations

  • Create reusable saved conditions for common searches

Explorer → Conditions is the best tool to use when you want to answer questions such as:

  • Which assets match a specific naming pattern?

  • Which assets contain a particular value in a selected field?

  • Which assets should be included in a repeated operational search?

Why Conditions is important

Faster asset discovery

Conditions helps users locate the right assets without manually browsing or filtering large lists.

Reusable search logic

Instead of rebuilding the same search each time, users can save and reuse commonly used conditions.

Better workflow planning

Conditions is a useful validation tool before building workflow logic. It helps confirm that the chosen signal, operator, and value return the assets you expect.

More consistent operational checks

When multiple users need to perform the same search, saved conditions help standardise the process.

Where to find it

  1. Open Explorer from the left navigation.

  2. Select Conditions.

The Conditions screen is generally divided into two parts:

  • a left panel for loading or creating conditions

  • a main panel for viewing the matching assets

Screen layout and controls

Left panel: search and condition builder

Search conditions

At the top of the panel is the Search conditions control.

This area is used to:

  • search for existing saved conditions

  • open a dropdown list of previously created conditions

  • select a saved condition to load its results

Usability

  • Use this when you already have a saved condition and want to run it again quickly.

  • Saved conditions are useful for repeated searches, customer-specific views, or standard operational filters.

New Condition

Below the saved-condition search is the New Condition builder.

This is where you define the search rule you want Perspio to apply.

The New Condition area is typically made up of three core fields:

Signal

The Signal field defines what data point you want to search against.

Signals are usually grouped into categories such as:

  • Asset Details

  • Asset Telemetry

  • Asset Configuration

  • Asset Reminders

Usability

  • Use Asset Details for metadata such as names, identifiers, locations, and descriptive fields.

  • Use Asset Telemetry for live or device-reported values.

  • Use Asset Configuration for configured asset settings.

  • Use Asset Reminders for servicing or reminder-related fields where applicable.

Operator

The Operator field defines how the selected signal should be compared to the value.

Common operators may include:

  • Contains

  • Equal to

  • Not equal to

  • Starts with

  • Ends with

  • Greater than / less than

  • Other signal-appropriate comparisons depending on field type

Usability

  • Use broader operators such as Contains when searching text patterns.

  • Use more exact operators when you need precise matches.

  • Choose the operator based on the type of field you are searching and the accuracy you need.

Value

The Value field is where you enter the comparison value.

Usability

  • Enter the text, number, or search value you want Perspio to compare against the selected signal.

  • If the search returns too many results, refine the value or use a more precise operator.

  • If the search returns no results, try a broader value first.

Add Condition

The Add Condition button lets you add additional condition rows.

Why this matters
Adding more than one condition allows you to make your search more precise by combining multiple rules.

Usability

  • Use multiple conditions when one condition is too broad.

  • This is useful for narrowing search results for specific customers, regions, asset categories, or asset states.

Query controls

At the bottom of the left panel are the main action buttons:

Reset

Clears the current condition setup.

Use this when:

  • you want to start again from a blank search

  • you need to remove all currently configured rules quickly

Search

Runs the condition and returns the matching asset results.

Use this after:

  • selecting or changing a signal

  • changing an operator

  • entering or editing a value

  • adding or removing conditions

Main panel: results and output

Search assets

At the top of the results area is a Search assets field.

This is used to filter the result set after the condition has already been run.

Usability

  • Useful when the condition returns many assets and you need to quickly find one within the results.

  • This does not replace the condition itself; it refines the visible result list.

Results table

The main results table displays the assets that match the current condition.

Depending on tenant configuration, the results table may include columns such as:

  • Asset ID

  • Description

  • Assignment

  • Hierarchy / classification fields

  • Country

  • State

  • Device count

  • Other useful asset attributes

Usability

  • Review the results to confirm the condition is returning the expected assets.

  • Use the returned asset information to support further analysis in Explorer or workflow design.

  • This table is the main place to validate whether the search rule is correct.

Export

The Export button allows you to export the current results.

This is useful when:

  • sharing the result set with another team

  • using the results for operational reviews

  • documenting an investigation

  • performing external analysis


How to build a condition

Step 1 – Choose a signal

Select the field you want to search against.

Step 2 – Choose an operator

Select how the signal should be evaluated.

Step 3 – Enter a value

Enter the value Perspio should compare against the signal.

Step 4 – Add more conditions if needed

Use Add Condition to refine the result set further.

Step 5 – Run the search

Select Search to return the matching assets.

Step 6 – Review the results

Validate that the returned assets match the intended search logic.

Note: Add more conditions by clicking Add Condition. Choose the correct operator AND / OR.

Using saved conditions

Saved conditions are useful when the same search needs to be run regularly.

Common examples include:

  • customer-specific asset searches

  • branch or location-based asset groupings

  • naming convention searches

  • operational review lists

Best practice

  • Give saved conditions clear, descriptive names

  • Use naming that tells the user exactly what the condition is meant to return

Best practices

  • Start with a single simple condition first to validate the logic.

  • Use Asset Details when searching names, identifiers, and master data.

  • Use Asset Telemetry when searching based on live or reported values.

  • Add multiple conditions only when necessary.

  • Save conditions that are used repeatedly by operations or support teams.

  • Review the result set carefully before exporting or using it in further analysis.

Common use cases

Find assets by naming pattern

Useful when assets follow a naming convention and you want to identify a subset quickly.

Validate search logic before building a workflow

Conditions helps confirm that the selected signal and value behave as expected before using similar logic in the Workflows module.

Reuse standard searches

Saved conditions reduce repetitive manual searching and improve consistency across users.

Operational review and investigation

Conditions can help isolate assets for audits, investigations, exception reviews, and targeted checks.

Troubleshooting

No results returned

  • Confirm the selected signal is correct

  • Check the operator/value combination

  • Try a broader value first

  • Confirm the selected field is populated on the target assets

Too many results returned

  • Use a more specific value

  • Add another condition

  • Use a more exact operator if available

The saved condition returns unexpected assets

  • Review the condition logic

  • Confirm the underlying asset data is current and consistent

  • Check whether broad text matching is returning unintended results

I cannot find the signal I need

  • Check the appropriate signal category:

    • Asset Details

    • Asset Telemetry

    • Asset Configuration

    • Asset Reminders