Static Searches
Use a static Search to incorporate the search value is into the criteria, “hardA Static Search is one where you set the search values for users, essentially “hard-coding” the search values into the Search, with no user input necessary except to run the Search. When you . Use Static Searches for values users search for often; all they need to do to run Static Searches is click Run Search and it will run automatically. To create a Static Search, when entering a Search prompt, replace the default prompt with a static search value enclosed in braces ( { } ) and then select the Search, you will not see a search prompt for a static value; instead the Search will run automatically.
There are three useful variables when creating a static Search:
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Search Greater Than a Dollar Amount. Create a static Search for all purchase orders of more than $20,000 to search for POs where the Amount Field has a value greater than or equal to the static value of $20,000. Note the braces surrounding the search value.
Search for a Commonly Used Character. Create a Search where the vendor name equals {Brew Shop}. Then, whenever that Search is selected the results would be all documents where “Brew Shop” was found in the vendor name, without having to type “Brew Shop” every time to into the search field. Search using the Current Date. Create a Search by building a Search for “Due Date Equals @today,” to find documents with a due date equal to the current date, and when you run the Search tomorrow, it will find the documents that are due on that date. Search by Document Modifier.Create a Search for “Last Modified By Equals @fulluser” to find documents last modified by the user currently logged in. When the same Search is run by a different user, GlobalSearch will return the documents last modified by that person. Search by Document Author.Create a Field called “Author” that allows you to indicate who in your organization has authored a document, and create with it an associated Field List populated with usernames from your Active Directory. Then build a Search for “Author Equals @user” to find documents authored by the current users. When the same Search is run by a different user, GlobalSearch will return the documents authored by that person. Use Date Math to Find Documents in a Date Range. Create a Search to find the PO date, which is between today’s date and seven days into the future, using date math to configure like this: Field Condition Prompt/Value |
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