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. Use manage saved searches to select/deselect the saved searches you have created that you want to set on the Vault Client.

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 of the main view.

2. In the Search field, enter a text string for which to search and then click .

   The search results are displayed in the main view.

3. Click X to clear or cancel search to display the entire contents of the main view again.

4. Click the drop-down arrow in the search field and select Save Search to save the current search criteria. By default, it is saved as a search folder.

   If you are an administrator, you have the option to save the search as a distributed search.

   The newly created search folder is listed in the navigation pane under the "Saved Search Folders" node.

If you want to perform a similar search in the future, you can save the search and apply the saved search criteria to the basic search (grid). You can review the criteria to ensure they are still relevant and adjust them if needed.

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 Criteria-Based Basic Search

You can use the Saved Search to apply the criteria to the basic search (grid).

To perform a search based on the saved criteria:

1. Click the drop-down arrow in the search field.
2. Select "Apply Criteria of", and then select the saved search you want to apply the criteria of to the basic search.
3. Review the criteria to ensure they are still relevant and adjust them if needed.
4. Add an input string to filter based on the saved criteria.

If the criteria applied to the basic search (grid) do not match the workspaces parameter or the folder parameter, the search is performed within the current folder you are in. Additionally, if the option is selected, it will also search within subfolders.

De-select the saved search under the "Apply Criteria of" option if you do not wish to use the criteria.

• The applied criteria are cleared when expanding the grid search.

• The text field becomes read-only when you load a recent search with criteria.

• The "Apply criteria of" list does not show a saved search when you,

  • input a string in the grid text box and save the search.
  • input a string in the multiple properties grid text box and save the search.
  • input a string in the multiple properties grid text box and add some property criteria to search and save the search.
  • perform advanced search with empty value or empty property.

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 Saved 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.

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.

Related Information

• Searching with Tokens
• Searching with Wildcards
• Saving a Search