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Question

Confusion with Resolve Shortcuts

asked on March 20, 2015

I have a question regarding resolve shortcuts.  Currently we use TRM, so users don't see the records and only see shortcuts.  

If I enabled 'Resolve Shortcuts', when they do a Within Folder search and pick a folder that contains shortcuts (which is all they see) things work perfectly.  I understand that this is the use case for this option.

However, often people also do template or field searches and don't use the within folder option.  By leaving the 'Resolve Shortcuts' option on, they now get duplicate results - both the shortcuts and the documents are returned.  This is rather confusing for the user.

So, am I doing something wrong here or is this just how it works?  Perhaps an ideal option would be to have a 'Resolve Shortcuts' option that specifies what types of searches it actually resolves for, I think I would only want it on 'Within Folder' and leave the option off for everything else.  Maybe a checkbox on the Within Folder search item that allowed you to toggle it or something.  Or perhaps do it the opposite way; allow then to set it to not resolve shortcuts when they do a template/field search.

Trying to explain this to users is complex and having to get them to dig in the options panel everytime they do a different type of search seems silly.

Is there any other ways that I can make this easier?  I've tried playing with access rights on the documents but that doesn't appear to fix anything.

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Replies

replied on March 20, 2015

The resolve shortcuts doesn't suppress any search results; it will just also include shortcuts to the matching entries in the results. Therefore, if it's enabled, not only will you get the matching entries but you'll also see the shortcuts in the results. Certain types of search conditions are not affected by the resolve shortcuts option, such as the LF:LookIn search which is used to implement the within folder condition, which is why only shortcuts appear when you combine other conditions with LF:LookIn. Basically, the other conditions will match both the target entries and their shortcuts, and LF:LookIn will exclude the target entries because they're not in the matching folder, so only their shortcuts remain in the results.

We'll investigate how to make this more user-friendly, as explaining these nuances to users is admittedly not easy and understandably most people don't want to bother changing settings back and forth as they run searches.

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