Search on document notes content - Use Records - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content - external

Use Records

Platform
Perceptive Content
Product
Use Records
Release
Foundation 24.1
License

To search for a document based on the contents of the document’s Notes pane, complete the following steps.

When you search on notes, you can search on only the first 50 characters of the field.
  1. In the Views pane, select a view to use as a basis for your search.
  2. In the right pane, click the Search tab and then complete the following substeps.
    1. Click the Add button.
    2. In the Add Condition dialog box, in the Constrain by list, select Document Property.
    3. In the Type list, select the search type to use.
    4. In the Field list, select Notes.
    5. In the Operator list, select the operator to use.
      If you use the is equal to operator, you must enter the entire contents of the Notes pane in the Value box. For this reason, we recommend using a different operator, such as starts with .
    6. In the Value box, type or select a value.
    7. Click OK.
  3. Click the Go button.