Enter search criteriaTo enter search criteria, click the Search Criteria tab. There are two tables (called grids) where you can enter search criteria. Drag the dividing bar between the grids to give more vertical space to one or the other grid. On the Mac, click beneath the header row to see the cells in a blank grid. Use the Current View box to select an object type and its related search criteria settings. For example, if you select Folder, only search criteria applicable to folders are displayed. Only object types you specified on the Object Types tab are displayed in the Current View box. Common is not an object type, but it can be displayed in the Current View box. NOTE If you select three object types (Document, Folder, Custom Object) or two object types that includes Document object type, such as Document and Folder or Document and Custom Object, the content grid displays not only in Document view but also in Common view, Folder view and Custom Object view. You can enter content conditions in any view, but the content conditions only apply to Document objects. The order in which you enter search criteria is
Identify Search CriteriaTo select a current view
To enter property conditions
Value columnThe Value column might have values you can choose, or you might need to enter data in a text field. If the property is a date, you can choose a date from a pop-up calendar. NOTE If the property value is a user, you select a user from the Search Criteria - Select User dialog box. You do not have to enter a value for a user property if the view is Editable. If you are designing a search template, the value can be blank (if View is Required or Editable). If you enter or select a value in a search template, it becomes a default that the user can change. To enter content conditions
To enter maximum results
Search IngredientsA search can consist of:
You can create a valid search by leaving both the property and content grids blank. This will return all documents in the selected object stores and folders. By default, the relationship between the two grids is set to AND. To change the relationship, choose the OR option from the drop-down menu between the two grids. AND means that a document must satisfy both kinds of criteria. If you select OR, documents will qualify if they satisfy either the content or the property criteria. NOTE If you are entering search conditions for your Common view, and then switch to another view, such as Folder, be aware the conditions you specified for the Common view is inserted as the default conditions for the other views to show their AND/OR combinations. Use AND with content only searchesTo search only with content criteria (bottom grid), make sure the operator
that defines the relationship between grids is set to AND. When no properties
are defined and this operator is set to OR, the search returns all documents
in the selected object stores or folders. To understand why this happens,
see Content only searches. At the bottom of the window, the status message indicates "Ready" when search criteria are complete. Until the criteria are complete, this message displays "Criteria incomplete." The status message also confirms that searches have been successfully added, saved, checked in, etc. Clearing search criteriaAt any time you can clear all entries in all tabs by choosing New from the File menu. If your current search is complete, you will be invited to save it. Answer Yes to add the search to an object store, No to discard the criteria, or Cancel to continue as if you had not clicked the New button. If the search is not complete, you can discard the search or keep working on it. Starting a new search clears all entries, including selected object stores,
and sets the logical operator between the property and content grids to
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. . Using key commands is generally not practical as buttons do not appear highlighted as you tab through them.
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