Searching for Content Manager Objects

To perform a search with Content Manager Web Client:

  1. 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 for:

    • Record
    • Location
    • Activity
    • Check In Style
    • Consignment Approver
    • Consignment Record Rejection
    • Historical Event
    • Record Action
    • Request
    • Saved Search
    • To Do Item
    • User Label
    • Workflow

  2. In the Search Method field, select from the list of search methods. See Search Methods.

  3. In the Search query field, type the search method and parameter, for example CreatedOn:Today or title:Reef

  4. Click to run the search, or press Enter on the keyboard.

    The search results are displayed in the Result tabs.

    NOTE: When a search returns more than 500 results, a Count option will become available next to the "Showing Results..." caption and above the search results list. To count the total number of results returned in a search, click Count and the results will be displayed as [Total Results:xxx]. This Count option is available for all Content Manager object pages with the exception the Workflow page.

Search Methods

When you click in the Search Method field, the search method relevant to the search object is displayed in the drop-down records. You can also type in the Search Method field to filter the list.

Sample Search Methods for Records

  • Title word - search record(s) for any word in a record title, e.g. title:admin*
  • Any word -search for record(s) combining title words and notes words, e.g. anyword:nest
  • Assignee - search record(s) based on the Assignee value, e.g. assignee:abbott*
  • Record Number - search for record(s) using it's record number e.g. number:FBOX15/1
  • Date Registered - search for record(s) using the date registered value, e.g. registeredOn:this week
  • Date Created - search for records using the date created value, e.g. createdOn:06/01/2015 to 06/09/2015

Sample Search Methods for Locations

  • Surname - search for Location(s) based on the Last name, e.g. surname:abb*
  • Email Address - search for Location(s) based on their email address, e.g. email:petera@localhost.com
  • First Name - search for Location(s) based on their first name, e.g. givenNames:rhoda

Sample Search Methods for Activities

  • Assigned To - search for Activities based on the Location the Activity is assigned to, e.g. assignee:me
  • Due Date - search for Activities based on their due date, e.g. dueOn:today
  • Sample Search Methods for Check In Styles
  • Check In Style Owner - search for Check In Style(s) based on the owner, e.g. owner:Abbey, Rhoda (Ms)
  • Linked Record - search for Check In Style(s) based on the Container record, e.g. container:15/8901

Sample Search Methods for Historical Events

  • For record - search for Historical Events on a particular record, e.g. record:G16/1
  • Updated by - search for Historical Events made by a particular user, e.g. user:"abbott, peter"

Sample Search Methods for Record Actions

  • Action Name - search for a Record Action based on the Record Action name, e.g. name:Accident Report
  • Done - search for all completed Record Actions, e.g. done
  • Ready to Start - search for all Record Actions that are ready to start, e.g. canstart
  • Completed on - search for Record Actions completed on a particular date or within a date period, e.g. doneOn:this week

Sample Search Methods for Requests

  • Record Assignee - search for Request(s) based on the Record's Assignee, e.g. assignee:me
  • Date Required - search for Request(s) based on the date the Request is required, e.g. dueOn:this week
  • Status - search for Request(s) based on the Request status, e.g. status:"New Request - Awaiting Approval", "New Request - Not Yet Actioned"
  • Priority - search for Request(s) based on the Request priority, e.g. priority:high

Sample Search Methods for Saved Searches

  • Name - search for Saved Searches by name. Use a wildcard stand in for one or more unspecified characters.
  • Favourite - search for your favourite saved searches, e.g. favourite
  • Object type - search for saved searches that are for a specific Content Manager object type, e.g. type:location

Sample Search Methods for To Do Items

  • Date Due - search for To Do Item(s) based on the date the item is due, e.g. dueOn:tomorrow
  • To Do Item name - search for To Do Item(s) based on the To Be Done field, e.g. name:help*
  • Assignee - search for To Do Item(s) based on the assignee e.g. assignee:me

Sample Search Methods for User Labels

  • Owner - search for all User Labels that are owned by a particular user, e.g. owner:"abbott, peter"
  • User Label Name - search for User Labels by their name, e.g. name:project*
  • Sample Search Methods for Workflows
  • Due Date - search for Workflow(s) based on their due date, e.g. dueOn:this week
  • Overdue - search for Workflow(s) that are Overdue, e.g. overdue
  • Initiating record - search for Workflow(s) based on an initiating record, e.g. initiator:15/365
  • Date Completed - search for Workflow(s) based on the date the Workflow was completed, e.g. doneOn:previous month