This chapter explains the search functions in the ELO Desktop Client.

Interface

The Search work area contains the following sections:

1 Header: Shows the name of the work area. Clicking the button with two arrows either minimizes the ELO Desktop Client or returns it to the default view. To open the drop-down menu, click the user. The following functions and dialog boxes are available in the menu: Configuration, Help, About, Log off, and Close. The left arrow next to the name of the work area goes back to the last view.

2 Search field with search options: Enter a search term and click the magnifying glass icon to start a search via ELO iSearch. Clicking the undo arrow restores the default search settings. Suggestions and synonyms related to the search term are shown below the search field. To add search filters, click Search options. This is the icon before the search term. In the configuration, you can choose to show the search options by default.

3 Results list: You can either view the results in a table or detailed view (list view). By clicking Filter, you can apply filters to narrow down the results in the list. The search field next to the magnifying glass icon also allows you to narrow down the results.

4 Search views: Search requests are temporarily saved as search views. Clicking the plus symbol creates a new search view. Search views are deleted when you close the ELO Desktop Client.

5 Work area toolbar: This toolbar provides access to the tile navigation, as well as to the My ELO, Repository, Search, Desktop, and In use work area.

Information: The main functions in the My ELO work area are for the feed. They are described in the section Feed.

6 Toolbar: This toolbar contains all functions you can use in the Search work area. The functions are split up into six groups, which you can access via the respective buttons: Search, Document, New, View, Output, and Administration. The functions available depend on your selection. You will see a star icon next to each function. Clicking this star adds the function to your favorites bar. You can also integrate other buttons to the toolbar via the ELO App Manager, such as an ELO Business Solution.

7 Manage favorites: Click this button to manage your favorites. All functions of the area are listed here, sorted by function groups. If you select a function from the list, the star is filled in and the function is added to the favorites bar as a button with a matching icon. You can either remove favorites from this list or by clicking the minus icon in the favorites bar. Clicking Manage favorites saves the changes.

8 Favorites bar: This bar contains all functions and search settings you have favorited. To perform a function or search, click the button in the favorites bar. Functions may be grayed out in the bar depending on your selection.

Narrowing down a search request

In the following, we narrow down a search request using the search options.

Information: To automatically open the search options when performing a new search, check the box in the configuration under Display > Search.

1. To start a search via ELO iSearch, enter the desired search term in the search field.

While entering a search term, the "search-as-you-type" function provides search suggestions in a drop-down menu.

2. To start the search, click the magnifying glass icon.

Information: Clicking the undo arrow restores the default search settings.

The results are shown after you enter your search. You can choose between a table view and list view.

Optional: To change the search term, you can apply one of the suggested synonyms or search suggestions to the search field.

3. To show the search options, click Search options (filter icon).

The search options open.

4. Click the Search range field.

The search range drop-down menu opens. This field is set to "Search all areas" by default.

5. To restrict the search to certain areas, uncheck the box next to areas you want to leave out of your search.

6. Click the Search range field to close the drop-down menu.

In the Search filter area, you can narrow down your search results by applying filters.

7. Click Add to apply a search filter.

A drop-down menu with available search filters appears.

8. Select a search filter from the drop-down menu.

The selected search filter appears.

9. Select the desired value from the drop-down menu.

The value from the drop-down menu is applied.

Optional: To remove a filter, click the delete icon.

Information: The number of entries in ELO is shown in parentheses for each individual value.

10. Click the green plus icon to add another value from the filter.

The second value from the drop-down menu is applied.

Information: The following search filters work in the same way: Filed by, Form, Feed, Editor, and File size.

11. Apply another filter, in our example the Date filter.

The Date search filter appears.

12. Select the desired period from the drop-down menu.

The list with the predefined time frames for the Date filter appears.

13. Select the option between.

The between option in the Date search filter appears.

14. Click the calendar icon to set a custom period. Clicking the calendar icon opens a calendar. In the calendars, select the desired dates.

The period is narrowed down using the Date search filter.

Information: The Filing date search filter works in the same way.

15. Apply the Select field search filter.

The Select field dialog box appears.

16. In the Metadata form field, select a metadata form from the drop-down menu.

17. Check the box next to the desired field, in our example Customer number, and click OK.

The Select field search filter is applied.

18. Select the desired customer number from the field from the drop-down menu.

This example narrowing down the search with search ranges and search filters is complete.

Information: The number shown next to the Search options button before the input field indicates how many search filters are active.

Optional: Create a search favorite for your search. The Add search favorite section explains how to save a search.

Additional search functions

The following section addresses additional special search functions in this work area. Refer to the Repository work area chapter for explanations on all other functions. You can either open the functions via the toolbar, the favorites bar, or the context menu.

Set as default

Use the Set as default function to save your current search settings as the default. The default is restored when you reset the search.

Add search favorite

The Add search favorite function saves the current search settings as a favorite. The search term, any filters, and the selected areas are saved.

1. Set the desired search options.

2. Click Add search favorite.

The Add favorite dialog box appears.

3. Change the name for the search favorite if necessary.

4. Click OK.

The search favorite is saved.

The new search favorite appears in the toolbar in the Search group and can optionally be added to the favorites bar by clicking the star icon.

Manage search favorites

With the Manage search favorites function, you can sort, rename, and delete your search favorites.

Move the search favorites up or down using the arrow icons.

To rename a search favorite, click the pencil icon.

To remove a search favorite, click the delete icon.

Click OK to save your changes.