Search
The Select Workspace filter allows you to filter the search by specific Workspaces.
The options in the Type filter are used to filter the search by the type of file for the results: Object, Folder and/or Task.
When you enter search text in the Full Text Search field and click Search, the results will be filtered to the Workspaces and file Types you selected.
Full Text Search
Search for any file
For each file in the search results, you can use the drop down arrow to display all versions of the file and select one to show the details in the Info panel.
Basic Filters
You can filter your search by limiting the results to a match in one or more of the basic filters - Workspace, File / Task, Object Type plus Name, Description, and Created By and Created On.
If you select the Show only deleted or dangling objects check box, the search results will be filtered to include only deleted / dangling objects.
More Filters
You can further restrict your search by applying one or more of the following filters:
Filter |
Description |
---|---|
Description |
Limit the results to any file with a Description (property) that matches or partially matches the text you have entered. |
Created by |
Limit the results to any file created by the nominated user(s). |
Created on |
Limit the results to any file created on the specified date (From) or within the specified period (From - To). |
Tasks | Where Task is selected for search, the Task Type menu allows you to limit the results to any selected Task Type, Status, Priority, Start Date, End Date or User (Owner/Responsible/Consulted/Informed). |
Advanced Search
Click on the link to set advanced search options:
Attributes
Here you can limit the search results to files associated with the attribute(s) and attribute value(s) you have selected:
The attributes you have selected are shown under the Hide advanced search prompt (hiding your advanced search settings will not deselect them).
Attribute values
Specify a value for the attributes you have selected:
Click on the Delete icons to delete a particular attribute:
The search will be limited to those files with matching attribute values.
Results
The results of your search (if any) are listed below the search criteria you have specified and any inputs you have entered. Where matching versions of the same file exist, those versions are listed.
Information on any file or task in the search results can be viewed in the Info pane when selected:
Download
Multiple files can be downloaded from the Search results by selecting the check box for each file to be downloaded and using the Properties panel at the right. The panel will indicate the number of files selected for download:
Copy
Multiple files can be copied to other locations from the Search results by selecting the check box for each file to be copied and using the Properties panel at the right. The panel will indicate the number of files selected for download:
Search
Finally, click the Search button to begin your search. If no results are found, review your search criteria. You can press ESC to cancel the search at any time.
Clear All Filters
Click this button to clear your search parameters. Any results will also be cleared.