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Question

Question

Launch Web Access with Search Panel Active

Web Client Version 10
Updated March 1, 2019
asked on April 18, 2016

We have millions of documents in thousands of folders.  Our users typically don't browse for documents, but instead search using metadata in Template Fields.

Is there a URL I can use to launch Web Access with the Search Panel already active, like you get after performing a Field Search from the Advanced link next to the Quick Search box.

Alternatively, is there a way to make the Quick Search box only search a specific metadata field be default for all users?  That's less ideal than having the Search Panel available, but, better than having them have to drill down into the Advanced dialog to perform what they used to.

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Answer

SELECTED ANSWER
replied on April 18, 2016

You can open Web Access to a specific saved search with the following URL syntax: https://ServerName/laserfiche/browse.aspx?db=dbName#/?searchname=SavedSearchName

More information can be found in the online help.

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replied on April 18, 2016

That runs a search, which is doing more than I wanted, but I can definitely use this to accomplish what I need.  Thank you.

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Replies

replied on April 27, 2016

In response to your second point about making the quick search only search a specific metadata field, you can do that using a custom quick search. You can set up a custom quick search with the syntax

{[TemplateName]:[FieldName] = "%(SearchTerm)"}

which will grab whatever search term is entered into the quick search input and search the specified field. To make this available to all users, you would set this up on your own account then copy the attribute over to the everyone group. This will give your entire organization access to this custom quick search, but won't require them to use it, just provide it as an option. 

If this is the ONLY type of quick search users will be doing, you could combine this with the settings lockdown feature for quick search. Essentially this would disable the 4 quick search options that are usually present and require users to use the custom quick search you set up above.

If this is something you are interested in setting up and want more information on the individual steps, let me know and I'll post more granular instructions. 

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View 2 previous replies
replied on December 6, 2016

Hi Jared,

 

i would be interested in knowing how to lock down to only use a Custom Quick Search

 

Could you post details

 

regards

 

Mark

 

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replied on December 8, 2016

1) First, you need to do as I described above and put the custom quick search on the Everyone group. The easiest way to do this is to create a custom quick search on your account in Web Access, log out and go into your attributes in the admin console and find 

[Search]CustomQuickSearchXml

Then export the attribute and import it into the Everyone Group. You can make sure this worked by logging in with a different user and verifying they can see the quick search you created. At this point, that other user should have the ability to choose any of the top 4 quick searches as well as the custom quick search you created. 

2) To lock down the top 4 searches, you need to add two more attributes to the everyone group. The first attribute will specify the user or group of users you wish to lock down. The attribute should have the name

[Lockdown]GroupName

and the data should be SID of the group/user =QuickSearch

(The SID here is what is controlling who is locked down, the GroupName can actually be anything you want to help you remember who this attribute applies to)

To get the SID of a group/user, go into your admin console in the groups/users section, go to View -> Add/Remove Columns, and add the ID column. 

You can make sure this step was done correctly by logging in with anyone in that group you specified and checking their quick search settings. The top 4 should appear disabled and locked to whatever is specified on the Everyone group, and the custom quick search should be selected. If you put more than one custom quick search, the user will still be able to choose between those.

You may be done after this step if the top 4 options are all deselected. It's possible, however, that some of the top 4 options are locked but selected.  

3) To remedy that, go back into the Everyone group and look for the attribute [Search]SelectedQuickSearches. It should have some combination of 1,2,4,8 based on what is selected. Just erase the data portion of this attribute so that none of the top 4 are selected. 

 

The end result will be any user that is a part of the specified group will not be able to run a quick search on entry names, fields, document text, or annotation text, and will be required to run the searches only on custom quick searches you set up. (You could set up a custom quick search to use any/all of the above 4 if you want to though)

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replied on July 20, 2018

@████████, how can I keep the 4 default searches available, but don't select any by default and instead select quick searches? 

I pushed the quick search out to everyone, but the "all fields" search is still selected and it makes the searches take much longer.

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replied on July 23, 2018

Hey Kenny, 

 

The behavior you described is actually a bug in the latest release of Web Client. We're updating the behavior so that one or more custom quick searches can be selected by default without default selecting any of the built-in quick searches . 

 

We plan to update this behavior in an upcoming release. We'll let you know when we have a firm timeline and update the thread once it's live. 

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replied on March 1, 2019

Hello Ryan, do you know if this has been addressed in 10.3.1 or 10.4 of Laserfiche? Thanks!

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