Advanced search and Search Links

Introduction

When opening an active folder, you may perform an advanced search. Advanced searching implies the ability to enter search values into desired metadata fields on a search form. By creating a Search Link based on your andvanced search and save it, you can rerun the query from external applications.

See also How do I compose Search Links manually?

How to perform an advanced search

Procedure

  • Navigate to the desired active folder
  • Click the Advanced search button
  • Enter your search criteria on the Advanced search form and click the Run search button
  • Inspect the search result
  • Click the Advanced search button again to enhance and rerun your search
  • When done, click the End search button

Search options

Between all fields on the search form there are imaginary AND operators. If you enter search values in more than one field, all search criteria have to be met in order to have a match. In this way you can narrow down your search result.

If you choose to search for more than one value in any list fields or member list fields, there is an imaginary OR operator between each search value. A match on one of the values will cause the entry in question to show up in the search result.

Wild cards that can be used are 
   * - substituting any number of characters
   ? - substituting one character

Field type specifics

The following field types may be found on the search form:

  • Number fields
    - Enter a number in the From field only to search for entries where the number field contains
      values >= the search value

    - Enter a number in the To field only  to search for entries where the number field contains
      values <= the search value

    - Enter a value in both From and To fields  to search for entries where the number field contains
      values in the from-to range including start- and end values

    - Enter the same value in both fields to search for one specific value.

  • Autonumber field
    Autonumber fields currently act like text fields. The prepopulated mask consisting of zeroes indicates the number of characters used, e.g. "0000". Use one of the following search options:

    - exact search: enter a search value matching the length of the indicated mask
    - search using wildcards, e.g.
       - "01*" which will return all entries in the range 0100 to 0199
       - "80??" which will return entries in the range 8000 to 8099

  • List fields
    Select as many items as desired from the prepopulated list of values.

  • Member list fields
    Select as many items as desired from the prpopulated list of users and groups.

  • Date fields (not implemented yet)
    - Enter a date in the From field only to search for entries where the date field contains
      values >= the search value

    - Enter a date in the To field only  to search for entries where the date field contains
      values <= the search value

    - Enter a date in both From and To fields  to search for entries where the date field contains values
      in the specified range, including start- and end dates

    - Enter the same date in both fields to perform a search for one specific value.

  • Completed field as part of a due date field (not implemented yet)
    Select one of: Yes or No.

  • Text fields
    Search for one or more words. Note that multiple words do not have to appear in the correct order in the search field to obtain a match. Also, wildcards can be used:

       - floo*   : returning all entries where the text fields contains words starting with floo...
       - *room : returning all entries where the text fields contains words ending with ...room
       - door?? : covering door01, door02 etc.

  • Document ID field
    Same as Text fields.

Generate a Search Link

A Search Link contains the query representing the advanced search you just run.

  • Perform an andvanced search as described above
  • Click the Generate search link button
  • Verify that you get the confirmation message saying Your search Link has been copied to the Clipboard
  • Navigate to desired external application and paste your Search Link from the Clipboard into the desired location/object and save it there

Use the Search Link

  • Navigate to the object in question in your external application
  • Click the Search Link in your external application to rerun the corresponding query.
  • The search result will be presented in Interaxo, which will be opened in a new window

 

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