Types of search interfaces - Use Documents - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content - external

Use Documents

Platform
Perceptive Content
Product
Use Documents
Release
Foundation 24.1
License

You can use the following search interfaces in Perceptive Content.

Quick Search

A quick search applies a single condition to the items in the current view and returns the results that satisfy that condition. You define the condition on the Quick Search tab of ImageNow Explorer, which includes the property list, operator list, and value box, and the Go button .

The options in the property list vary depending on the view selected in the Views pane of ImageNow Explorer and the set of operators and the method for selecting the value vary with the selection you make in the property list. For example, when you search on a document key, such as Drawer or Field1, only documents and forms are returned. If you search on a record folder property, such as Name, then record folders are returned. A limited subset of the search operators is available in the quick search.

You can create filters based on searches performed using the Quick Search.

Advanced search

An advanced search allows you to define multiple conditions to the documents, folders, forms, records, record folders, tasks, or workflow items in the current view and returns the results that satisfy any or all of the defined conditions. You define the conditions on the Search tab of ImageNow Explorer, in the Add Condition dialog box, which allows you to build conditions using the following elements.

  • A search constraint, such as date, a document key, or a custom property.
  • A search type, which allows you create a prompted or variable search.
  • A search field specific to the constraint and current view selected.
  • An extensive list of operators that evaluates the field against the value.
  • A value for the search condition.

After you define the search conditions you want to apply, you can group the conditions, reorder the conditions, and save searches performed with the search as a filter. The search evaluates the conditions in the order in which you define them. You can save a multiple condition search as a filter.

Prompted and variable searching

When you build an advanced search in ImageNow Explorer, you can opt to use a variable in your search conditions or create a prompt for the search. To build a prompted search, you simply select Prompted from the type list in the Add Condition dialog box when creating conditions for the advanced search. When you select prompted, you do not need to specify a value for the search. Instead, you type an instruction message that will appear in the Select a Search Value dialog box when the user performs the search. The message appears above the entry box. When you supply a prompt, we recommend you be as specific as possible when writing the instruction message, particularly when using operators such as "starts with" and "is between" to indicate the type of entry the user should make. You can save prompted searches as a filter.

Variable searches allow you to use a variable value, such as the current user or current date and time, instead of a static value. You can specify a user or date variable for any search constraint that could use a date or user variable as a value. You can save variable searches as a filter.