Custom Search

asked on October 18, 2016

At present, the LF out of box search gives lot of options and users are getting confused so we want to customize the search functionality for them. The custom search features are:

1) Recent Search (It should display the last 2 weeks of documents that the logged in users have accessed)

The user will just click the recent search and expect the last 2 weeks of documents that he/she accessed.

2) Custom search (This search contains 5 to 6 fields and one of them is document type (where user can type *.PDF or *.XLS, *.Docs or *. PPT, or *.Jpeg)

Is there a simple way where we can customize this search functionality using LF out of the box search features.

I was thinking to create a custom search template and allow users to select the template which contains the search fields for them to search upon however I am not sure how to force the search filter to look for documents in the specified folder by default.

I want my user should simply select the template and fill the search fields and click search but I don't want users to select the different attributes from the LF out of box search fields such as business process, name, field etc.

Thanks

Kumar

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replied on October 19, 2016

Hi Kumar,

I don’t believe there is a search option for documents accessed unless the user has actually modified or owned a doc. I am sure you have seen the search options for ‘User’ ( created by, owned by, checked out by, last modified by). You might need to put something together from the audit logs for actual access.

For the custom search of document types you can use the ‘Within Folder’ option and specify a default directory that you need. That directory will be saved with your search and used each time. Here is a simple customized search that will always search the Human Resources directory with whatever is typed into the Entry Name field.

If you setup the search templates that your users require and save them, you can then export those searches from your account and import them into your users. They will then have those searches available within the client to ‘load’ and fill out any required fields, such as *PDF. Open your user entry within the admin tool, select attributes and then the ‘SavedSearch’ subset. Highlight the searches that you need and Export those to a file. Do the same with the user that needs the templates but use the import option from your saved file. Once the user restarts their client they will have those search templates available.

If you have different default folders for different users repeat the process, setting your search up and saving it with different default directories.

You can set up more detailed searches using the Search Syntax box, with options that are not available from the custom search tools. See the Advanced Search Syntax white paper: https://answers.laserfiche.com/files/downloader/81076?save=True

Hope this helps get you started
Andrew

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