Search Options tab

When you enter your criteria for a search, one of the tabs available to you is Options.

It enables you to specify to return items in your search results based on:

  • When searching by assignee - of a record, Action, To Do Item or scheduled task
    • Include a person's position - select to also find items that have a Position Location in the field Assignee that the person is a member of
  • When searching for items assigned to you - i.e. when you are logged on as yourself and looking for items assigned to you
    • Include all locations that you belong to - select for Content Manager to also return items that are assigned to a Location you belong to
    • Include all locations that have delegated to you - select for Content Manager to also return items that are assigned to a Location that you are a delegate of
  • Options for Activities Due search - i.e. of a Workflow Activity
    • Include any activities escalated to you - select for Content Manager to also include escalated Activities in the search result
    • Include any activities awaiting your authorization - select for Content Manager to also include Activities that are currently awaiting authorisation in the search result
  • Search optimizer: - the following options may improve the performance of a search for very large volumes
    • Convert OR operators to form a SQL UNION - This option can improve query performance when you are using OR to combine certain search clauses. It has noticeably improved Oracle performance in some circumstances
    • Use a temporary table for security filtering - this optimization creates a temporary table to store the search results, then applies the filter to this temporary table (such as a search done by a non-administrator) before returning the results back to the search engine. You can try this option to see if it improves the response time when using security filtering
  • Result post processing method - from the drop-down list, select the post-search filtering method to be applied. Select from:
    • No post processing - the search result list will not be filtered.
    • Latest part - for any records in the search results that have parts, the latest part will be displayed in the results list.
    • Latest version - for any records in the search results that have versions, the latest version will be displayed in the results list.

  • When searching for records using the default method: - set your search preference

    NOTE: Users can alter the default search for any particular search and /or set as the default options.

    If the parameters include the word to (which signifies a range ) then the follow rules apply:

    1. Content, Title and Notes are included but the range is omitted.

    2. If the from and to values include a space, no range search is done using record numbers.

    3. If the from and to values are both numeric a ranged URI search is included automatically.

    • Include matching record numbers - on by default - include record numbers
    • Include matches in record titles - on by default - include record titles
    • Include matches in record notes - broaden search to include record notes
    • Include matches in record content - broaden search to include electronic record content
  • Save as default options - select to save the selected options in this tab as default
  • Get Default - replaces the settings in the tab with the saved default settings