The new search begins…..

Although we have made it easier than ever to navigate the the web client and identify the files you need there is always going to be a need to search and this has always been of the most important features for downstream users.  So it makes sense that we would give this an upgrade too.

Changes to the new search include additional basic find settings, a much more user friendly advanced find interface and advanced find results interface making it easier to locate and interact with the documents of interest you.

Basic Find

Use basic search to quickly locate what you are looking for in the current context, with options to search sub folders in the project explorer and return all or latest only file versions.  Having access to the basic search settings is again a simple, useful addition to this new interface.

Advanced Find

Selecting advanced find brings up the new advanced find dialog, across the top of the dialog set your search location, be it the entire Vault, just the Project Explorer (files + folders) or only Item Master.  You can then enter one or more specific search criteria based on the available properties to fine tune your search and optimize the results (Green "+" to add criteria, red "x" to remove)

The results are then displayed in the Advanced Find Results grid and stay there until you perform another search.

This is an important addition to the new interface as users are able to complete an advanced find and return a set of results that remain available while users browse to the record and review details, view or download.

We can certainly carry out a number of actions on a file directly in the results pane, but if you are unsure of your selection or have a number of tasks to carry out on the search results its invaluable to be able to flick in and out of the results as you need to without re-running a search.

What about doing a search in a search though?  Well we have that too – if you find that your advanced find has returned to many results, we are able to run a basic search directly within the results page.  You must have found it by now yeah?

– Allan