Document toolboxDocument toolbox

(no) Advanced Object & Document Search

Owned by Maciej Zabielski
Jul 22, 2020
3 min read

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Since 2.5.0

Introduction

In case simple quick Search is not enough, HDC provides an advanced search functionality that allows to specify precise class and number of conditions to search for objects or documents.

Search can be activated as a global search by using  icon located on the main Archive Explorer window. An object specific search can be activated by right click on any object in the tree view, and selecting Search subtree function.

The Search subtree function will perform search only in descendant objects, according to perspective defined by an administrator (Context perspective), for example system will search only for rooms in given building, or only for documents under given floor. 

 

Using Search Dialog

  1. When the search dialog is opened, first select a class of objects that you want to search for by using a class picker.

  2. Search conditions section will now include available fields in first column. Select the field that you want to search for.

  3. A system will automatically detect the field type and adjust possible operators depending if the field is a text, date, dictionary or number. See tables below for available operators per type.

  4. Enter a desired value into search filed and use Search button or hit Enter key to start search.

Available operators :

Number field operators

Explanation

Number field operators

Explanation

Equals

field contains exactly that number

Not Equals

field is different than given number

Not Less than

field has a value grater or equal to given

Not grater than

field has a value that is lower or equal to given

Grater than

field has a value grater than given

Less than

field has a value lower than given

Is empty

field has no value

Is not empty

field is not empty

 

Date field operators

Explanation

Date field operators

Explanation

Equals

Date matches exactly

Not Equals

Date is different than given

Before

Field has a date value that is before given date

After

Field has a date value that is after given date

Is empty

field has no value

Is not empty

field is not empty

 

Text field operators

Explanation

Text field operators

Explanation

Contains

field contains given text (anywhere, part of)

Not contains

field does not contains given text (anywhere, part of)

Equals

field equals given text exactly

Not equals

field does not equal given text

Starts with

field value starts with given string

Is empty

field has no value

Is not empty

field is not empty

 

Dictionary field operators

 

Dictionary field operators

 

Equals

dictionary field has exactly that value

In set

field has one of the listed values

not Equals

field has a different value than given

Not in set

field does not have any of the listed values

Is empty

field has no value

Is not empty

field is not empty

 

 Note - "In Set" operator is selected automatically if more than one value is selected. 

 

Currently used search technology relies on (no) HyperDoc-spørringsspråk (HQL). It does not accepts some signs like "whitespaces".
User should add additional search conditions to narrow search results.

 

Using multiple conditions

Additional conditions can be added in the same group and "All conditions" or "Any condition" option can be used:

  • All conditions - all conditions in this group must be satisfied

  • Any condition - any (one or more) conditions in this group must satisfied

At the bottom of search window, there is an option to Add group. Any number of groups can be added with an option to match:

  • All groups

  • Any group

Below is an example of complex query where we search for the following criteria: Find rooms (Rum) where

  • Function is either Kontor or Lager and Area BRA is greater than 30 or...

  • Function is Produktion and Area BRA is grater than 50

Addtional functions for groups

  • Use "X" button at the end of each condition to remove it. Once the last condition from group is removed, a group itself will also be removed.

  • Alternatively "Remove group" button can be used to remove entire group with all conditions

 

Review Results

Select search results (records) in a grid view to show them in the main interface.  System will try to show the object in the grid view id possible.

If the class is not present in the selected Perspective, an attempt to show the object in Tree view will be made.