Set Search Designer options
Before starting to create a search, select Options
from the Tools menu to set the following options:
Your options remain in effect until you set new ones, open a search with
different options, or close Search Designer.
Opening a search that uses different settings changes the options. If
you want to create new searches with certain options, set the options,
then create all the searches before opening old searches that might use
different options.
NOTE One
option (AND/OR default within each grid) is not saved with a search, so
it won't change like other options.
When you first open Search Designer, the following default options are
in effect.
General Options
- Merge subclasses & properties from
multiple object stores using This
option determines which properties from multiple object stores appear
in the Property drop-down list of the Search Criteria property grid.
By default, Search Designer compiles a unique list of all searchable
properties on all selected object stores. This option is called Union.
If you want the program to only use the searchable properties that are
common to all selected object stores, change this option to Intersection.
For example, suppose you select two object stores, A and B. Each object
store has the following user-defined properties:
Object Store A |
Object Store B |
Added By User |
Checked in By User |
Checkin Date |
Checkin Date |
Checked in By Group |
Availability Status |
Approval Status |
Archive Date |
- If you choose Union, you will be
able to choose from all of the above properties.
- If you choose Intersection, the property
list will display only Checkin Date.
- Rank Content Select this option
to sort results of content searches so that the most relevant results
are at the top of the list. Users will also see an extra column
that displays the percentage rank of each item in the results.
If you use this option in conjunction with sorting of property columns,
ranking has top priority in Workplace. Thus, the property columns will be sorted
within each rank level. In Workplace XT, the property columns sorting is ignored entirely. See How
is ranking implemented in the sidebar.
- Include Document Summaries with Search Results (for Content Search
Only) Select this option if you want to view summaries of the documents
that appear in your search results. The summaries appear with search results only if Document is the only selected object type and the search criteria contain some content searching conditions.
See more information to consider if you select this option.
NOTE Any properties set in Format Results is ignored if you select this
option. The summaries and magazine view uses a fixed format
for displaying search results.
Enable
Version Selection When selected, you can choose between
the Current Version, the Released
Version, or All Versions of documents.
(Versions do not apply to folders or custom objects.) The current version
can be a minor revision, only available to certain authors. The released
version is a major version intended to be the official version available
to most users. (The current version could also be a major version if
no minor versions have been checked in.) Use All Versions if you want
more than one version of the same document to be returned in the search
results.
To include all versions in the search results, you must not limit the
search to certain folders because earlier versions of a document do
not reside in a particular folder. Since selecting a folder limits documents
to just the folder, earlier versions cannot be found. When Search Designer
detects this combination, it displays a warning message: "Searching
for all versions with subfolders is not supported."
When Enable Version Selection is not selected,
the search results could include some objects that are useful only to
advanced users or programmers. For example, you can search for reservation
objects if you do not select this option. But you must also define search
criteria that specifies the Version Status property or Is Reserved property.
These two properties ensure your search results contain reservation
objects.
If users click on these objects, they will get an error.
If you do not select the Enable Version Selection option, be sure to
file these searches in a folder with security appropriate for users
who know how to deal with the extra objects that could be returned.
Criteria Options
Default within each Grid By default,
the relationship between two contiguous rows in either the property or
content grids is AND. This option allows you to choose either AND or OR
as the default for the current work session.
Search Template Options
These options apply only to search templates.
-
Show Operators If this option
is selected, the user who runs the search will see the operators
used (e.g., is equal to, is greater than, etc.).
-
Show ANDs and ORs If
this option is selected, the user who runs the search can
see the relationship between conditions (AND or OR). This option
does not apply to the relationship (AND/OR) between the Property criteria
grid and the Content criteria grid. You cannot disable this display
if the search contains both Property and Content criteria.
-
Show Maximum Returned If this
option is selected, the user who runs the search can see
and change the maximum number of items returned in the results list.
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How is
ranking implemented?
Changing options
Documents not found?
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