Content Manager 25.1 Content Manager

# Select From ... dialogue boxes

Select From ... windows contain items for you to select from.

These windows appear when you click KwikSelect or when you refine a search for an object by clicking F7 - for example, records, Locations, Classifications, security levels, Thesaurus terms etc. The starting point for these search results list can also be set via the User Options > Search page.

See KwikSelect fields.

Prefixed selections

What you type in a field will appear in the Select From ... window.

For example, if you type A in an Assignee Location search and then click KwikSelect, the Select From ... window will only show items starting with A.

Select from... shortcut search options

The results list on a Select from... dialogue box can be further refined by using the shortcut search options. These options are a 'saved search' that will display a list of results when clicked. The available options is dependent on the object type. When clicked most of the shortcut options will refresh the result list with it's results, e.g. Favourites, others, such as Saved Searches and User Labels, require you to select the search list(s) whose results you want displayed.

You can also create a new object from the Select from... dialogue shortcut options. Click New and the relevant New options or dialogue boxes will appear.

Search pane

On the Select from... dialogue box you can also use the Search pane to perform fast and simple searches for the object type the Select from... dialogue box relates to, e.g. Locations, Records etc.

The Search pane works much like a search using the Search menu, however, you can only search by one field.

The Search pane has these fields and buttons:

- Search By - to select the data or field to search by, for example, Document Content for document content, or Date Created.

  You can type the caption or field name, or the search method in the field.
  Click the Down arrow to the right of the field for the most recent data you searched by, and the folder button to the right of the arrow for the full list of methods you can use to search Content Manager in the Search Methods dialogue box.

  The Search Methods dialogue box
  - By Category - to view all search methods grouped by categories
  - By Format - displays the search methods grouped by the type of data they search, for example, strings or date ranges
  - Alphabetical - displays all search methods in alphabetical order
  - Caption - displays the label of the field associated with this search method.

    For example, the method editedOn searches the data in the field Date Modified

- Matching criteria - to enter the data to find, like a word, a date or a Location
- Buttons to the right of the Matching criteria field:
  - The drop-down arrow allows you to select from a list of recently used search criteria.
  - More options for entering the search value button - displays the Search Parameters dialogue box for more search options.
    The Search Parameters dialogue box

    The fields that are available in this dialogue box depend on what you selected in the Search By field.

    For example, when searching by name, you will have options to refine the string you want to match, or when searching by date, you will have options to refine your date search.

    When available, for example for date searches, the More Search Options field contains a list of useful searches, like Month and year or Year to date, etc.

    The Search Parameters dialogue box also appears as a prompt when you are running a saved search that was set up with a prompt to appear. See Prompting for search parameters

    When you click OK or Finish in the Search Parameters dialogue, Content Manager runs the search.

  - Select date from calendar button - available when you selected a date field in the Search By field - to select a date from a calendar, rather than typing it
  - Check box - available when you select a boolean field in the Search By field - selected indicates YES and unselected indicates NO for the boolean operator
  - Run the search button - click to execute the search and display the result

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Version 25.1 | Last updated January 2025
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Product: Content Manager 25.1

Topic Title: Select From ... dialogue boxes