Information

You can edit a search that you have already used by changing the search term and adding or deleting filters.

Step by step

1. To change the settings for a search you have already performed, tap the info icon next to the corresponding search in the list view of the Search work area.

Alternatively: In the list view, tap the corresponding search to open the results list.

The search settings appear in the viewer pane.

2. You can perform the following settings:

• Search input: To change the search term, tap the input field.
• Fields searched: Select which fields to include in the search. You can choose the fields Short name, Full text, Index fields, and Extra text.

At least one field has to be selected.

Information: The REFRESH SEARCH button becomes active once you have made a change. Tap the button to start the search again.

Add search filter

3. To apply search filters, tap ADD SEARCH FILTER.

The Select filter dialog box appears. You can select the following filters:

• Date: Only entries with the selected document date are shown.
• Form: Only entries keyworded with the selected form are shown.
• Entry type: Only the selected entry is shown.
• Filed by: Only entries filed by the selected user are shown.
• Editor: Only entries for which the selected user is entered as the editor are shown.
• Filing date: Only entries filed on the selected date are shown.

4. In the Select filter dialog box, tap the desired filter.

The filter appears in the viewer pane with an input field. By default, the input field contains a placeholder symbol.

5. Tap the input field and delete the placeholder symbol.

A drop-down menu appears.

6. In the drop-down menu, tap the desired filter setting.

The selection appears in the filter input field.

Information: To remove a filter, tap the X icon next to the filter.

7. To start the search with the new settings, tap REFRESH SEARCH.

Result

The search is refreshed and the list of results is updated automatically.