The Search view provides access to search templates and customized searches, known as simple search, that help you locate documents, folders, and custom objects stored in your object stores.
In addition to using Search view, you can also navigate to stored searches and search templates in Browse view. Select an object store in the left sidebar to see its stored searches in the Folders and Searches area of the page or its search templates in the Items Found area of the page. Click the name of any search to run it. A stored search displays its results in another Browse window. You can use the path to back up and try a different stored search. Selecting a search template opens a Search View window that works as described below.
Search templates are created and maintained by administrators who have access rights to Search Designer, a part of Author Advanced Tools. They determine what each template searches for and where the template is stored. You complete the template to locate items. You also have the option to bookmark a search template and click Get Info to access the properties for a specific search template.
Simple search provides check boxes that your administrator can configure for the most likely searches needed by most users. The default set is shown in the following illustration. You could simply select the "Created by me" and "Added in the last week" check boxes to find all of the documents you've added in that last week. You could also refine the search further by selecting one of the document types, such as Word documents, Excel documents, or PDF documents. All search options selected on the page must be true for objects to be returned in the results.
The check boxes might be all you need in most cases, but you can also customize your own searches using search criteria and options that appear for each object based on your Search user preference settings. Some default search options are determined by your administrator that you can override. You also have the option to specify the object for which you want to search, such as documents, folders, and custom objects. The default Search page display is simple search shown below:
From a search page, click either Use Simple Search or Use Search Template to toggle and access your simple search or search template. The name of the object store in which you are searching is displayed for simple search. The path in which a search template is stored is displayed for search templates as show below with the search criteria displayed. You can click Show Search Criteria or Hide Search Criteria to toggle displaying the search criteria for a specific search template.
In addition to toggling between simple search and a search template, you can also change the object store in which you want to search as well as the search template you want to use. Use the Change Search Template and Change Search In links, located at the top of the Search page. When you click either link, another page appears displaying object stores arranged in a tree view structure, where you locate another search template or change the object store in which you are searching.
NOTE Depending on the Search Selection Mode user preference you selected, you might see a flat list or folder navigation displayed when you change searches. The flat list displays the object stores and all searches stored within. The folder navigation displays the object stores and you navigate to the folders that contain all searches stored within their respective folders.
In addition to specifying a default search view in your user preferences, you can also set a default search view for a specific object store from both simple search view and search template view. The default you specify in either view overrides the Default Search View user preference and becomes the default search view for a specific object store. From a search template view, click Set as Default. From simple search, click Set as Default Search In.
For more information on working with simple search, see Work with simple search.
For more information on working with search templates in object stores, see Work with search templates.
For more information on working with stored searches in object stores, see Work with stored searches.