Question

searching by template

Version 9 Search and Retrieval

Updated April 29, 2014

asked on April 29, 2014

Hello,

We have a client that is using the search feature to find the documents. Each department has their own template that they search for their documents by. It is saved as a search. The issue is when they want to search they don't always know all of the metadata in every field. It seems you cannot leave fields blank when searching and still find what you are looking for. Is there anything you can do short of changing from template then picking the fields you know? It would make this very simple if they could just type in the info they know from the template and click search.

0 0

Answer

SELECTED ANSWER

replied on April 29, 2014 • Show version history

Hi Casey,

When you perform a field search and use the option to "Search by template" you don't need to fill in values for all fields, just the values that pertain to the fields the user wants to search on specifically.

I'm not clear on how exactly they may have their saved search setup so I'd start by confirming that. See the screenshot below

I'm just searching on the "General" template and want to find documents that have the value "a" in the Document field. Note that the values in the other fields are moot.

If instead they are using the "Search across selected fields" option, then yes, for each selected field, you must specify a value. For the fields that are left blank, it will specifically search for entries that are assigned that field (via a template) and have a blank value for it.

If your customer is seeing something different and running into an issue, then please open a support case.

1 0

Replies

replied on April 29, 2014

OK. That answers my question. They are set up to use "Search across fields" I need to change it to general.

0 0

You are not allowed to follow up in this post.

Question

Question

searching by template

Answer

Replies

Sign in to reply to this post.