Perform a Search

The basic search searches a specified set of properties for a text string. Use the basic search field to locate any file item, change order, or folder based on simple search criteria.

When a search is performed, the main view displays the results of the search. Clear the search field to display the main view in its entirety. The Search field can be expanded to add criteria to the search using the query builder.

Note: Only the file properties that are set to Searched in the File Property Management dialog are searched when using the basic search. The settings in the File Property Management dialog apply only to the basic search and not to the query builder. See Manage File Properties for more information on managing file properties.

You can also save a search, create a search folder, or access the Find dialog from the basic Search field.

Perform a Quick Search

1. The Search field is located in the title bar for the main view.
2. In the Search field:
   • Enter a text string for which to search and then click Search.
3. Click Search. Click Stop to halt the search at any time.

The search results are displayed in the main view.

• Click Clear to display the entire contents of the main view again.

Add Search Criteria Using the Query Builder

With the query builder, you can create more detailed queries by adding properties and values to the search criteria.

1. Expand the query builder.
2. To search across all available properties, enter a value in the Multiple Properties field. This is the same as using the basic Search field without using the query builder.
3. When searching for files, the query builder contains Multiple Properties, File Name, and Comment by default. When searching for items, the query builder contains Multiple Properties, Number, Title, and Description by default. The default properties can be changed and more properties added to the query.
   • To add a property in the query builder, click Add Criteria and then select a property to add to the search criteria.
   • To change a property already listed in the query builder to a different property, click the property name in the query builder and then select a new property. The selected property replaces the existing property in the query builder.
   • To remove a property from the search criteria, click the property name in the query builder and then select Remove.
   Note: The properties selected in the query builder are retained from session to session.
4. Enter a value for any or all of the properties listed in the query builder.
   Note: The search condition when using the basic search and the query builder is "contains". To perform searches using conditions other than "contains", use the Find dialog.
5. Click Search. The results matching all the combined search criteria are displayed in the main view. Additional refined searches can be performed on the results until the results are cleared.
6. Click Clear to remove the property values from the query builder. When a search is cleared, the main view no longer displays the search results.

Using a Parameterized Search

Using the Advanced tab in the Find dialog, you can create and save a parameterized search folder. A parameterized search folder is a saved search for which you are prompted for values when the search is initiated.

1. From the navigation pane, select a parameterized search folder from My Search Folders. The basic search is expanded to show the query builder displaying the search criteria for the parameterized search.
2. Enter values for the search criteria.
3. Click Search.

Basic Search Options

Depending on whether you are searching for files or items, different options are available for the basic search.

• Click the drop-down menu next to the Search field.

  Or

• In the query builder, click Options.

Recent Searches	The 10 most recent search strings are saved for quick access. Select Recent Searches and then select a search string from the list.
Search Subfolders	You can specify whether or not subfolders are also searched. Select Search Subfolders from the Options menu to exclude or include subfolders when searching. Subfolders are searched by default. This option is only available when searching for files.
Search File Content	By default, only file properties are searched for the specified text string. To expand the scope of the search to include file content, select Search File Content from the Options menu. This option is only available when searching for files.
Save Search...	Select Save Search to save the current search criteria. By default, it is saved as a search folder.
Find...	Select Find to display the Find dialog and perform a more complex search.

Perform an Advanced Search

• The Property list contains the properties associated with the files stored in the current vault and the items in the item master as well as the properties associated with change orders.. From the Property list, select a property for which to search.
  • If Any is selected from the Look For list, all properties are listed.
  • If Change Orders is selected from the Look For list, only change order properties are listed.
  • If Files is selected from the Look For list, only file properties are listed.
  • If Items is selected from the Look For list, only item properties are listed.
• Select a conditional statement from the Condition list.
• Enter a value for the selected property that corresponds to the condition set for the search.
• Click Add to include the search in the list of search criteria. If more than one search is added to the criteria list, the search combines the criteria and performs an AND search.
• You can replace one search criteria with another. Specify the property, condition, and value for the new criteria. Select the existing criteria to replace and then click Replace.
• To eliminate search criteria from the advanced search, select the criteria from the list and then click Remove.