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Search Fields

Save

Click on Save to save the changes made to the Search Template.

New Field

Click on New Field to create a new search field for the Search Template.

Delete Field

Click on Delete Field to delete the selected search field.

Reorder Fields

When the Search Template contains more than one field, click on Reorder Fields to change the order of the search fields in the current Search Template. The Reorder Fields buttons are described in Table 95.

Table 95. Terminology: Search Template Editor – Reorder Fields Buttons

Term

Meaning

Move to First

Moves the selected search field to first position (top of the list).

Move Up

Moves the selected search field up one position.

Move Down

Moves the selected search field down one position.

Move to Last

Moves the selected search field to last position (bottom of the list).

Document Version and Search Configuration Options

None

The None button is used to remove the Document Version search field from the Search Template. When the Document Version search field has been deleted from the Search Template, it will no longer be possible for the user to search for document versions.

Latest Version Only

To enable a Searching Client user to use the current Search Template to search for the latest version of a document, click the Latest Version Only button.

When the Latest Version Only button is clicked, a new search field of type Document Version is added to the Search Template. When the Document Version search field is already present in the Search Template, then no more fields are added to the Search Template.

Note: Users who use this Search Template can override this setting. See “Document Version Search Option (Override)”.

All Versions

To enable a Searching Client user to use the current Search Template to search for all versions of a document, click the All Versions button.

When the All Versions button is clicked, a new search field of type Document Version is added to the Search Template. When the Document Version search field is already present in the Search Template, then no more fields are added to the Search Template.

Note: Users who use this Search Template can override this setting. See “Document Version Search Option (Override)” .

Latest Published Version Only

To enable a Searching Client user to use the current Search Template to search for only the latest Published version of a document, click the Latest Published Versions Only button.

When the Latest Published Versions Only button is clicked, a new search field of type Document Version is added to the Search Template. When the Document Version search field is already present in the Search Template, then no more fields are added to the Search Template.

{Note: Users who use this Search Template can override this setting. See “Document Version Search Option (Override)” .

Depot Search Selection

To enable a Searching Client user to choose which depots to search, when using the current Search Template, click the Depot Search Selection button. (When selected, the button is highlighted.)

When a Searching Client user has been given ‘View Storage’ permission in Management Studio, (See “Permissions”) all available (online and searchable) depots will be displayed in Searching Client's Search Output Configuration Panel. See “Show or Hide the Search Output Configuration Panel” for more information.

Linked Fields

Show All Fields

Click on Show All Fields to display all the Data Definition fields and the Audit fields in the Field Linking pane.

Show Standard Fields

Click on Show Standard Fields to display all the Data Definition fields in the Field Linking pane.

Show Audit Fields

Click on Show All Fields to display all the Audit fields in the Field Linking pane.

New Link

Select a search field (from those listed in the Search Fields pane), then select a field (from those listed in the Field Linking pane.) and click on New Link to create a new link between the selected search field and the selected Data Definition field or Audit field.

Delete Link

Select a search field from the Search Fields pane. Select a linked field (with a green linked icon) in the Field Linking pane. The Delete Link button is active only when a Linked field is selected. Click the Delete Link button to delete the link between the search field and the field listed in the Field Linking pane.

Note: Use the Show All Fields button to make sure you can see all the fields linked to the selected search field. See “Show All Fields” .

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