September 21, 2011September 21, 2011| Dorothy McGovernDorothy McGovern|
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Question:

How do the filters for the Catalog Search work?

Answer:

On the Catalog Dashboard, you may search for Documents and/or Files that match the criteria that you enter. Some filters apply to Documents, some to Files and some to both.

Filter Documents Files
Doc Type X X
–Has Attribute X
—-Attribute Value X
–Project Purchasing (if Doc Type = Vendor) X
—-Specialty X
Reference X
Responsible X
Company | Contact X X
–Scope X
–Company Wide X
Doc # X X
Source # X
Date (created date range) X X
Due (due date range) X
Ref Date (reference date range) X
Include Closed X
Status X
Has Files X
Project X X
–Commitment X
–Cost Code X
Preview (thumbnail) X
File Name X
Text X

Notes:

  • For documents only, when you select a Doc Type, the Has Attributes filter appears; when you select Has Attributes, the Attributes Value filter appears.  When you select Vendor as your Doc Type, the Project Purchasing checkbox appears; when you select Project Purchasing, the Specialty filter appears.
  • If you enter a Company, the Contact field will disappear; if you enter a Contact, the Company field will disappear. When you enter either a Company or a Contact, the Scope and Company Wide filters will appear.
  • When you enter a Project, the Cost Code and Commitment fields appear.  If you enter a Commitment, all documents associated with that Commitment will be listed as filtered.
  • The Project, File Name, Doc # and Commitment fields accept the %  and _ wildcards (e.g., GC% for all projects beginning in GC).  For more information about the wildcards, see KBA-01491.

To search for a Document:

  1. Click the Include Documents option.
  2. Notice that the filters that apply to documents are displayed.
  3. Enter your criteria in the filter fields.
    Tip: Be sure to press the Tab key to exit a text field.
  4. Click Search.

To search for a File:

  1. Click the Include Files option.
  2. Notice that the filters that apply to files are displayed.
  3. Enter your criteria in the filter fields.
    Tip: Be sure to press the Tab key to exit a text field.
  4. Click Search.

To search for Documents and Files:

  1. Click the Include Documents option.
  2. Click the Include Files option.
  3. Notice that the filters that apply to documents and files are displayed.
  4. Enter your criteria in the filter fields.
    Tip: Be sure to press the Tab key to exit a text field.
  5. Click Search.

Additional Comments:

Please note, when you include both Documents and Files in your search, search criteria that you enter into a Document-only filter will not be used to limit the Files included in your results. The reverse is also true, that is File-only filter criteria will not limit the Documents in the search results.

KBA-01040;  Last updated: October 13, 2016 at 9:43 am;
Keywords:  search catalog filter criteria

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