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Question

Skip folders that are cutoff during search

asked on July 3, 2024

We have implemented the Records Management module.  What we are finding is when we do searches, it returns the folders that have been cutoff.  So when our members search for their records, it will display a message that it cannot load the PDF.  We have elected to keep the metadata but not the images when we purge those records that have met their retention.  

My thought is I may need to redesign our security for our retention folders.

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replied on July 3, 2024 Show version history

Hi Bonnie,

Laserfiche supports several cutoff-related search filters through the "Records Management" (LFRM) search category.  The Advanced Search Syntax whitepaper describes these options, starting on page 61. You can also view the options through the Web Client "Search Filter" UI, though I don't believe that supports the "not equal to" operator.

The search syntax for "Any entry already cut off" is:

{LFRM:ActualCutoffDate="*"}

The whereas the "=" means "equal to", the "<>" operator means "not equal to". So the search syntax for "Excluding any entry already cut off" is:

{LFRM:ActualCutoffDate<>"*"}

Here's an example combining that with other search types:

{LF:Name="*", Type="F"} & {LF:LOOKIN="\Contracts"} & {LF:TemplateName= “Contracts”} & {LFRM:ActualCutoffDate<>"*"} 

Which would return all entries:

  • With type "Folder" (including record series/folders)
  • Within the "\Contracts" repository folder
  • With the "Contracts" template
  • That are not cut off

 

You can use this search syntax to build a Saved Search or Custom Quick Search to make it easily accessible to users.

Hope that helps!

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