Search settings
The User Preferences page contains settings that control how Workplace looks each time you log in. These preferences apply only to your user account for the current Workplace website. If your company has more than one site, you will need to set your preferences on each Workplace site.
The Search view of the User Preferences page defines the search criteria displayed in the Search page.
General search settings
The General search settings define the basic search settings for all simple searches you access in the Search view.
- Search In specifies the object store, and optionally a folder that is searched. To select an object store, click Change Search In. Select the object store from the Select Item page. To specify a folder, click the + sign to the left of the object store name. Navigate to the folder and click its name to select it.
- Default Search For specifies the default type of object to search for on the Search page. You can select Document, Folder, or Custom Object.
- Show Search For determines if the Search For list is displayed on the Search page. To display the Search For menu, select Show. To hide the Search For menu, select Hide.
- Default Search View specifies the default search page that is displayed for a specific object store. Options are Default, Simple Search or Search Templates. Default uses the option defined by your administrator. You can also specify the default search page from the simple search or search template views. The default you choose overrides this preference setting.
- Search Selection Mode specifies the way searches are displayed when you click Change Search In or Change Search Template from a search page and select a specific search template or object store. Searches can be displayed as a flat list or in folder navigation. The Flat List displays the object stores and all searches stored within. Folder Navigation displays the object stores and you navigate to the folders that contain all searches stored within their respective folders. Default uses the option defined by your administrator.
NOTE Folder Navigation is always used, regardless of the Search Selection Mode you selected, when you use simple search and you click Change Search In to select a different object store in which to search.
- Relevancy Ranking determines if the search results are sorted with the document with the most matching words listed first. To rank the results, select On.
- Search Scope determines if the terms used in the search must appear near each other or if the terms can appear anywhere in the searched text. Select Near if the terms must appear within a set number of words of each other. The Near operator can be used to search for a single term in Search. Select Any if the terms can appear anywhere in the searched text.
- Range determines number of words for the Near operator.
Document search settings
The Document search settings define the basic search criteria for all document and form searches you access in the Search page. When you access the Document search settings the first time, you must select an object store from the list. Once you select an object store, the General Settings and Property Criteria Settings are displayed. Specify the following settings:
- Default Filter Class determines the document subclass to use for the search. By default, all document classes are searched unless you specify a specific class. Click Select Class to select a specific class from the Select Filter Class page. Click Clear Class to remove the class that was selected.
- Include subclasses determines if the search should include subclasses of the class selected for Default Filter Class. Select this option to include subclasses.
- Show Filter Class determines if the Filter by Class criteria field is displayed in the Search page. Specifying a class means that only items assigned to the specific class are displayed once the search is complete. To display the Filter by Class field, select Show. To hide the Filter by Class field, select Hide.
- Show Version Option determines if the Version Option criteria field is displayed in the Search page. To display the Version Option field, select Show. To hide the Version Option field, select Hide.
- Version Option determines what version of documents to return in the search results. Released Version, Current Version or All Versions are displayed once the search is complete. If you specify a folder-level search, the Filed Version option will always be used. Filed Version is the version of the document when it was originally filed in the folder you are searching.
- Show Content Contains determines if the Content Contains criteria field is displayed in the Search page for you to search for specific words in a document. To display the Content Contains field, select Show. To hide the Content Contains field, select Hide.
- Show Summary in Magazine view determines if a summary description about each search result is displayed in a Magazine view of the search results. Select this option to view a summary.
- AND/OR Content Criteria determines if the AND or OR operators are used with the Content Contains criteria field in the Search page.
- Max Results determines the maximum number of items displayed in the search results.
- Property Criteria Settings determines the properties and operator criteria that are displayed in the Search page. You can select up to five properties and the operator for each property as well as specify an AND/OR join operator for each property. You can select a property to use to sort the results. See Property Criteria Settings for more information on setting up the properties and operator criteria that is displayed on the Search page.
NOTE You can also search on single-value object-valued property types. In addition you can also specify marking lists in your property criteria settings.
Folder search settings
The Folder search settings define the basic search criteria for all folder searches you access in the Search page. When you access the Folder search settings the first time, you must select an object store from the list. Once you select an object store, the General Settings and Property Criteria Settings are displayed. Specify the following settings:
- Default Filter Class determines the folder subclass to use for the search. By default, all folder classes are searched unless you specify a specific class. Click Select Class to select a specific class from the Select Filter Class page. Click Clear Class to remove the class that was selected.
- Include subclasses determines if the search should include subclasses of the class selected for Default Filter Class. Select this check box to include subclasses.
- Show Filter Class determines if the Filter by Class criteria field is displayed in the Search page. Specifying a class means that only items assigned to the specific class are displayed once the search is complete. To display the Filter by Class field, select Show. To hide the Filter by Class field, select Hide.
- Max Results determines the maximum number of items displayed in the search results.
- Property Criteria Settings determines the properties and operator criteria that are displayed in the Search page. You can select up to five properties, the operator for each property as well as specify an AND/OR join operator for each property. You can select a property to use to sort the results. See Property Criteria Settings for more information on setting up the properties and operator criteria that is displayed on the Search page.
Custom Object search settings
The Custom object search settings define the basic search criteria for all custom object searches you access in the Search page. When you access the Custom object search settings the first time, you must select an object store from the list. Once you select an object store, the General Settings and Property Criteria Settings are displayed. Specify the following settings:
- Default Filter Class determines the custom object subclass to use for the search. By default, all custom object classes are searched unless you specify a specific class. Click Select Class to select a specific class from the Select Filter Class page. Click Clear Class to remove the class that was selected.
- Include subclasses determines if the search should include subclasses of the class selected for Default Filter Class. Select this check box to include subclasses.
- Show Filter Class determines if the Filter by Class criteria field is displayed in the Search page. Specifying a class means only items assigned to the specific class are displayed once the search is complete. To display the Filter by Class field, select Show. To hide the Filter by Class field, select Hide.
- Max Results determines the maximum number of items displayed in the search results.
- Property Criteria Settings determines the properties and operator criteria that are displayed in the Search page. You can select up to five properties, the operator for each property as well as specify an AND/OR join operator for each property. You can select a property to use to sort the results. See Property Criteria Settings for more information on setting up the properties and operator criteria that is displayed on the Search page.
Property Criteria Settings
You can use the AND
and OR
operators with each of the properties to build a search expression. The AND
operator will return results only when all the values match. The OR
operator will return results when one or more of the property values match.
If you want to search for more than one value for the same property, then the property must be listed more than once for you to select the values. For example, you might have a property named Breeds that can contain multiple values. To search for Collie or Poodle enter criteria similar to this:
Breeds = Collie OR
Breeds = Poodle
The search evaluates the property values in the order listed, one row at a time, and any property without a value is skipped. If you entered three or more properties, all the properties that are ANDed are then evaluated first as a group. If an OR is used between two ANDed property groups, the results from the first ANDed group of properties are added to the second ANDed group of properties. For example, a search consisting of property A and property B or property C and property D is evaluated by first getting the results of property A and property B and then adding the results from evaluating property C and property D.
The following examples evaluate to different results.
Examples |
---|
|
Evaluates to: |
|
Evaluates to: |
After the property values are evaluated, the search options and content value are checked. You decide if you want to search on properties AND
content or if you want to search on properties OR
content.
Property Value Wildcards and Search Operators
You can use wildcard characters for entering property values, provided you follow these rules:
- Use the contains operator for wildcard values. It replaces the Like operator. Other operators do not recognize the wildcard characters.
- Use starts with and ends with operators to include any number of characters, including zero characters. These two operators replace using the percent sign (%) before or after a character, such as A% would find values that start with A.
Feedback