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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 |
Variable Searches
Use a variable Variable Search when the results should be based on user input. Some or all search values are provided by the user in response to a prompt presented by the Search, allowing for infinite flexibility. As you create When you create a new Search, that search will, by default, begin as a variable GlobalSearch defaults to a Variable Search.
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The Browse Search that is usually created when an Archive is created is a great example of a variable Variable Search. The user sees prompts for each Index Field that existed in the Archive when the Archive and Browse were created and can then enter a Search value for one or more Index Fields. A Browse Search is created when you create an Archive, if the Create a Browse Search checkbox is selected. Just remember that the Fields included in the Browse Search are those which exist at the time the Archive is created. If you add Fields to the Archive, criteria for those Fields are not automatically added to the Browse Search; you must edit the Browse to add the new Fields. By default, the Browse Search uses the Equals Condition on all criteria for number and date fields, and the Contains condition on all criteria for character fields. Also by default, the Browse Search uses AND to concatenate all the criteria. You can change conditions and Advanced Grouping, add or delete criteria from the Browse Search. Although you can modify a Browse Search, best practice is to leave it as is. If you want a different Search, create a new Search instead. |
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