Draft. Placeholder.
Move this to the Edit Searches page, when created:
(9/15/17 email):
When you hover over the "remove" icon in the search prompt builder of web admin on an existing search, it will show you the search prompt id.
If you create a new search, then open it to check the ID's, they will show as zero until you refresh the browser.
BB to Cristina: There are a few other areas where ID present in Web Admin. We should probably add these as test cases. Specifically on the search itself, you can get the search ID.
Hunter: It was intended as a bit of a hidden feature to mostly help support and people using the API since they otherwise would have to look in the database or inspect the requests to find that value. ID values also are displayed in a similar fashion when hovering icons on cards for archives, fields, databases, and searches themselves.
The need for refreshing for that data to be available is that its not otherwise present because the admin interface functions on a set of cached data and when new elements are created for things like search conditions we don't get access to those IDs until a new request for the data is made.
CP: Thanks Hunter for the details. I’ll make sure we add steps to our Web Admin TC to verify IDs are displayed for archives, fields, DBs and searches.
BB: It's something we will handle with documentation. Meg, if you have questions on this, see me.
...
- To create a Search, on the GlobalSearch toolbar, in the Administration menu, select Administration.
- In the vertical Administration menu, select Searches.
- Click the Database Select menu located below the GlobalSearch toolbar and select a database. A list of the Searches in the database will appear.
- Choose one of the following:
- Click the More Options () icon for the Archive you wish to search and click New Search.
- Click the Add () button to assign a Search to the Root Archive.
- Click the More Options () icon for the Archive you wish to search and click New Search.
- Enter a name for the new Search in the Search Name box.
- In the Search Conditions group, select an Index Field from the Select a field list.
When you select an Archive for a new Search, all the Fields assigned to that Archive are available in the list. Since the Root Archive has all the Fields in the database available to it, every Field is available in a Root Archive Search list. - Select the operator from the Contains menu. Refer to the Understanding Search Conditions page for details.
- Use the default or enter a prompt in the Prompt text box. Refer to the Search Prompts page for details.
- Click Save at this point to create a simple Search for a data from a single Field.
- To add another condition, click Add Condition and repeat steps five through seven until you have all the Fields for your Search.
- To delete a condition, click the Delete (minus sign) button next to the condition that you wish to delete.
- For additional options, click Advanced to expand the Search dialog box and access the enhanced Searched features, then enter data into Advanced Groupings or select one or more of the checkboxes. Refer to the Advanced Search Options page for details.
- To let all the users of the Archive user the Search, enable Grant permissions to all users of this Archive.
- Click Save.
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Search names should clearly indicate the Search’s purpose in a way that makes sense to end users, using their terminology. Use Search names to:
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If all your Searches are simple Searches with a single criterion, you end up with a great number of Searches! If a user searches with one Search and doesn’t find what they expect, they need to run a different Search. But, if you have complex Searches with multiple criteria, if running the Search one way doesn’t produce the expected results, you can just press F5 to refresh the Search and enter more or different search values. |
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When possible, consider building the multiple criteria in the order that the user is accustomed to seeing the Fields. Then when indexing or viewing a document in the Document Viewer, the consistency builds user comfort more quickly. |