Add a container search to a view - 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

You can narrow a view to show only records that appear within record folders or record categories that meet certain conditions. To add a container search to a view, complete the following steps.

  1. In Management Console, in the left pane, click Views.
  2. In the right pane, on the Records tab, select the view you want to change and click Modify.
    Note: You can skip the “Create a view” portion of this procedure if you only want to constrain by a container search.
  3. Complete the following procedures.
    Situation Steps
    Create a view
    1. In the View tab, click the Add button.
    2. In the Add Condition dialog box, in the Constrain by list, click the record search constraint to use.
    3. In the Type list, select the type of search to perform.
    4. In the Field list, select the record field to use in the search.
    5. In the Operator list, select an operator to use when comparing the field and the value.
    6. Click OK.
    Add a container search
    1. Select the Add Container Search check box. A second conditions box opens.
    2. Optional. Click the Save button to save the search.
      Note: If you uncheck the Add Container Search check box before saving the search, the container search will not be saved.
    3. Click the Add button on the second conditions box.
    4. In the Type list, select the type of search to perform.
    5. In the Field list, select the record field to use in the search.
    6. In the Operator list, select an operator to use when comparing the field and the value.
    7. In the Value box, select or type a value for the search.
    8. Click OK.