Adding and Managing Query Pipeline Conditions

Members of the Administrators and Relevance Managers built-in groups can use the Conditions page to manage query pipeline conditions that can be applied to query pipelines, query pipeline rules, and Coveo Machine Learning (Coveo ML) models.

Conditions are reusable. Once you create a condition, you can associate it with a single query pipeline or any number of query pipeline rules/Coveo ML model associations.

Each query pipeline and query pipeline rule/ML model association can only be associated with a single condition.

How Query Pipeline Conditions Are Used

In a typical setup, you’ll associate each query pipeline (except the default one) with a distinct condition based on a unique search hub value (e.g., $searchHub is "AgentPanel").

Inside a given query pipeline, you can then associate rules to more specific conditions. Most rules should be associated with a condition, unless you want a rule to apply whenever a query is routed to the pipeline in which the rule is defined.

Access the “Add a Condition” Dialog From a Pipeline Component

  1. Ensure that you log in to the Coveo Platform as a member of a group with the required privileges to manage conditions in the target Coveo Cloud organization.

  2. In the main menu on the left, under Search, select Query Pipelines.

  3. On the Query Pipelines page, click the query pipeline for which you want to add a condition to a rule or model, and then in the Action bar, click Edit Components.

  4. On the query pipeline configuration page, select the tab under which the rule or associated Coveo ML model you want to link to a condition is located.

  5. Depending on the selected tab:

    • In the Machine Learning tab:

      1. Double-click the desired model.

      2. In the Edit a Model Association subpage that appears, click Create a new condition.

    • In the Featured Results tab, depending on your Coveo Cloud organization:

      Organization version Access instructions
      Organizations created before June 10, 2019 1. Click the desired rule.
      2. In the Action bar, click More, and then select Select condition or Change condition.
      3. In the Select a Condition dialog that appears, click Add condition.
      Organizations created after June 10, 2019 1. Click the desired rule.
      2. In the Action bar, click Edit.
      3. In the Edit subpage that appears, click Create a new condition.
    • In the Thesaurus, Ranking Weights, Triggers, Filters, and Query Parameters tabs:

      1. Click the desired rule.

      2. In the Action bar, click Edit.

      3. In the subpage that opens, click Create a new condition.

    • In the Ranking Expressions tab:

      1. Click the desired rule.

      2. In the Action bar, click More, and then select Select condition or Change condition.

      3. In the Select a Condition panel that appears, click Add condition.

    • In the Stop Words tab:

      1. In the row of the desired rule, click Apply condition.

      2. In the Select a Condition panel that appears, click Add condition.

Manage Query Pipeline Conditions

Members with the privilege to view query pipelines (i.e., the View all or the Custom access level on the Query Pipelines domain) can review the conditions in read-only mode (see Privilege Management and Query Pipelines Domain).

On the Conditions page, you can perform the following actions:

Create a Condition

  1. Access the Add a Condition dialog:

    • On the Conditions page, click Add Condition.

      If the Add Condition button is grayed and unresponsive, you don’t have all of the required privileges to perform this action.

    OR

    OR

  2. In the Add a Condition panel that appears:

    1. Click the first drop-down menu, and then select on which object the condition is based (see Objects Reference).

    2. Click the second drop-down menu, and then select an operator to apply between the selected object and the value (see Operators Reference).

    3. If a third drop-down menu is available, click it, and then provide values to filter on:

      • Select one or more values from the suggestions.

      OR

      • Enter new values, and then press Enter or click Add.
    4. (Optional) Click Add Rule to add one or more elements to the condition:

      1. In the drop-down menu, select either the And or the Or operator.

      2. Repeat the procedure starting with step 2b.

  3. Click Add Condition.

Developers can also directly enter a condition that respects the Query Pipeline Language (QPL) syntax (see Conditions):

  1. In the desired query pipeline component tab, click the rule on which you want to add a condition.

  2. In the Action bar, click More, and then select Edit code.

  3. In the Edit a Rule With Code panel that appears:

    1. In the form editor box, add a condition at the end of the rule.

      You can match exact words in a sentence by adding the following condition:

      when $query contains /\btechno\b/

      where the \b stands for boundaries, including beginning and end (/) of string (^$).

    2. Click Save.

Modify a Condition

Modifying a condition immediately affects all pipeline rules or models that use the condition.

  1. Double-click the condition to modify.

  2. In the Edit a Condition dialog, add or delete condition elements.

  3. Click Save.

Enter a Condition Note

  1. Click the condition to which you want to add a note.

  2. In the Action bar, click More, and then select Set user note.

  3. In the Set a User Note dialog, enter a text with information that will help you and your colleagues to manage the condition in the future.

    The entered text appears in the User note column.

  4. Click Set note.

Delete a Condition

Deleting a condition removes the condition from all query pipelines, rules, and models using that condition.

  1. Click the condition that you want to delete.

  2. In the Action bar, click More, and then select Delete.

  3. In the Are you Sure? dialog, ensure that the selected condition is the one you want to delete, and then click Confirm.

Reference

Objects

The Original objects (i.e., Original Advanced Query, Original Constant Query, Original Disjunction Query, Original Large Query, and Original Query) use the expression as it was sent prior being processed by a query pipeline.

The Original objects also have a regular counterpart that can be chosen to create a condition on an object after it has been processed by a query pipeline. Both option types can be selected in the object drop-down of the Add a Condition panel.

(For Original/non-original object pairs only) Depending on the selected object:

  • When you select the non-original object such as Query, the condition is met whether the value matches the original expression or the expression resulting of the query pipeline processing.

    You want to apply a specific pipeline or a specific rule if an empty query is performed. you thus add a query pipeline condition that catches empty queries.

    ConditionEx

  • When you select the original object such as Original Query, the condition is met only if the value matches the original expression.

    A user searches dashcam on your support page. You have a Thesaurus rule that replaces dashcam with dash cam. If you set a condition Original Query is dash cam, the condition won’t be met since the original query of the user was dashcam. However, if your condition was Query is dash cam, the condition would be met.

Advanced Query/Original Advanced Query

Hidden expression used to narrow the search results made by the user.1

When the user selects Word Document in a Type facet, the advanced query can be @filetype==doc.

1: To understand the difference between the Original and non-original condition objects, see the “Objects” reference documentation.

Browser

The type of browser on which the search interface runs, such as chrome, firefox, ie, or safari.

Constant Query/Original Constant Query

Hidden expression used to narrow the search results selected by the user.1

When the user selects the Support Cases search interface tab, the constant query is (@objecttype==('CaseComment','Case')).

1: To understand the difference between the Original and non-original condition objects, see the “Objects” reference documentation.

Context

One or more parameters passed by the search interface in a JSON key/value pair format.

Your search interface must pass custom context information with the query.

Click the Context key drop-down menu, and then select a suggestion, or manually enter the desired context key and press Enter or click Add.

Your custom context is used to discriminate users by their role relative to your products. You thus defined your key as userRole and the possible values as end-user, administrator, or developer.

You can define a condition using this key and one or more of these values.

Device

The type of device on which the search interface runs, such as desktop, mobile, phone, or tablet.

Disjunction Query/Original Disjunction Query

Hidden expression applied with a logical OR operator with other expressions and used to expand the search results, such as, in rare cases, where some search results that don’t match the other expressions must be injected.1

1: To understand the difference between the Original and non-original condition objects, see the “Objects” reference documentation.

Groups

When the user performing the query is authenticated through the REST Search API, the name of the user groups, such as the domain\group form for a Windows user.

Identity

When the user performing the query is authenticated through the REST Search API, the name of the user, such as in the domain\name form for a Windows user.

Language

The language part of the locale query parameter (see Locale).

When the locale query parameter is en_US, the language is en.

Large Query/Original Large Query

Contextual text part of the query which typically contains a case description, a long textual query, or any other form of text that can help refine a query.1

1: To understand the difference between the Original and non-original condition objects, see the “Objects” reference documentation.

Locale

The value of the locale query parameter passed by the search interface, such as the one configured in the browser such as en_US or fr_CA.

Operating system

The operating system of the device on which the search interface runs, such as android, blackberry, ios, osx, or windows.

Query/Original Query

What the end user searches for such as the keywords entered in the search box.1

1: To understand the difference between the Original and non-original condition objects, see the “Objects” reference documentation.

Query Time UTC

The UTC time at which the query was made.

For this object only, your operator options at next step are Is between and Is not between, and you must enter a date range.

On your e-commerce website, you want to show certain products at the top of the search results page during your Boxing Day sale. So, you create a pipeline or pipeline rule with the following condition: Query Time UTC is between Dec 25, 2019 12:00 AM and Dec 27, 2019 11:59 PM.

Recommendation

The identifier of the recommendation interface from which the query originates.

You can create a condition to ensure that queries originating from a specific recommendation interface are routed to a query pipeline that contains the Event Recommendations model you want to use to output recommendations for that interface.

On your e-commerce website, you have a side-panel that lists your top selling products that’s identified as RecommendedProducts.

Referrer

The third level of origin of the query, typically the URL of the page that linked to the search interface from which the query originates (see Origin 3 (Referrer)).

Search Hub

The search interface from which the query was made.

Tab

The search interface tab from which the query was made.

Operators

Is/Is not

Whether the condition object on which the condition is based is exactly the value to filter.

The Is/Is not operators are:

  • Case insensitive

  • Interpreting the value to filter on as a string.

  • Search hub is Customer Service Portal

  • Device is not iPhone

Contains/Doesn’t contain

Whether the condition object on which the condition is based contains the value to filter.

The Contains/Doesn’t contain operators are:

  • Case insensitive

  • Interpreting the value to filter on as a string.

  • Search hub contains Service

  • Device doesn’t contain iPhone

Matches/Doesn’t match

Whether the condition object on which the condition is based matches the regex to filter.

The Matches/Doesn’t match operators are:

  • Case sensitive

  • Interpreting the value to filter on as a regular expression (regex).

  • Query matches ^(?i)how do i.*$

  • Device doesn’t match ^.*Mac.*$

Is empty/Is not empty

Whether the condition object on which the condition is based is empty.

  • The Is empty operator is evaluated to true when the object (e.g., Context) is:

    • An empty string (e.g., "")

    • An empty array (e.g., [])

  • The Is not empty operator is evaluated to true when the object (e.g., Context) is:

    • null

    • undefined

    • A non-empty string (e.g., " ", "foo", 123)

    • A non-empty array (e.g., ["foo”], [" ", “foo"])

  • Query is empty

  • Advanced query is not empty

Is populated/Is not populated

Whether the condition object on which the condition is based is populated.

  • The Is populated operator is evaluated to true when the object (e.g., Context) is:

    • A populated string (e.g.,"foo", 123 )

    • A populated array (e.g., ["123", “foo"])

  • The Is not populated operator is evaluated to true when the object (e.g., Context) is:

    • null

    • undefined

    • A non-populated string (e.g., ""," ")

    • A non-populated array (e.g., [],["", " "] )

  • Context is populated

  • Context is not populated

Is between/Is not between

The Query Time UTC object time frame.

The Is between / Is not between operators are available only when selecting the Query Time UTC object.

Query Time UTC Is between Oct 30, 2019, 0:00 to Oct 31, 2019, 0:00

Required Privileges

The following table indicates the required privileges to view or edit elements of the Conditions page and associated panels (see Privilege Management and Privilege Reference).

Action Service - Domain Required access level
View pipeline conditions

Search - Query pipelines

View
Edit pipeline conditions

Search - Query pipelines

Edit
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