Form Searching
A Search Form is a form that displays pre-defined Search Methods. Search Forms are created by Content Manager Administrators in the desktop client and they then become available in the Web Client as search options.
Some examples of Search Methods that may be included on a Search Form are:
- Text Searches - Title, Notes, Document Content, Any Word
- Date Searches - Date Created, Date Registered
- Location (People & Places) Searches - Assignee, Owner, Home, Author, Addressee
- Numbers Searches - Expanded Number, Container, Classification, Unique Identifier
NOTE: The Search Methods on the Search Form will be grouped by your Content Manager. To access the Search Methods within a particular group, click the drop-down arrow next to the group name.
To run a search using the Search Form:
- From the global Search panel, click the Content Manager object selector
and from the displayed drop-down list select the Content Manager object type to be searched on, e.g. Records, Locations, User Labels. - From the global Search panel, click the Form Search
and then click Open Form Search to open the default Search Form, or the name of your listed Favourite Search Forms. - Type the search clause into the Search Method field(s).
- Click Search.
NOTE: You can set default record types and filter the search results before the search is run using the Record Types and Filter tabs on the Form Search dialogue. See Filtering and Sorting for details. These tabs are displayed based on the search object selected.
For information about managing your Search Forms, including how to add a Search Form to the Favourites list and sorting the Favourites list, see Managing Search Forms