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11.2. Using search

Search documents

The search documents window is accessed by selecting the desired form in the form selection listbox and clicking on the search icon on the LincDoc Desktop.  The search window contains three components, the search definition, search criteria, and the search results table.

The search filter definition automatically defaults to Default Search.  The Default Search criteria filters the search results to documents generated by the current user within the past two weeks.  The result listing is not generated until the user selects the search button on the top right hand side of the window.

Search Criteria

Search results are controlled by the listed search queries.   Multiple search queries may be defined to narrow the search results.  Results will be returned if they match any of your criteria (Any of the following) or if they match all of your criteria (All of the following).  In the example below, two have been set: the document's user must be equal to docUser and the document must have been created or modified within the last two weeks.

 

Queries may be added or removed using the plus or minus buttons to the far right of the row.   A query consists of a searchable field selection, a comparison operator, and optional comparison values.

String fields have the following operator options:

Date fields may use:

Search Definitions

Each user has the ability to define custom search definitions and save them for executing at a later date.  Users may update the Default Search definition or create additional definitions for each form.  Once the search is defined,  click on the sub arrow button to the right of the search definition drop down list to access the search option menu.  Select save to store your search parameters under a new name or overwrite the selected search criteria.   Selecting delete will immediately remove the search definition.  The clear option clears any search criteria currently selected.   The results per page limits the number of results that are displayed on each page of the search.

Search Results

Search results are displayed that match the criteria when the user clicks the Search button.  

The results display table includes three system columns by default: username, last_modified, and filename.  The user has the ability to change the order of these fields by dragging and dropping them to the desired location.  The column's up/down arrows control the column's sort behavior.   This will only effect your user session and will not impact another user.

Additional columns are made available in the configuration of the eForm or document package.    Refer to the eForm Administration's Search configuration page for more information.

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