Field and Template Search

You can search for documents and folders, in the Search Pane, by assigned template, field value, or multiple field values, using the field search type.

The Quick Search and Basic Search types also let you search across all fields in the repository. Or, increase the power of your searches by using the advanced fields and templates search syntax.

To specify a field and value to search for, type the value you want to search for in the field. The search values you can input depend on the field type and any constraints on the field. For instance, you cannot search for alphabet characters in a number field, and if an administrator has constrained the phone number format that can be typed in a phone number field, you will not be able to type the number in a non-matching format. Likewise, when performing a Date, Time or Date/Time search, you will only be able to input date and time values that match the date and time formatting for that field.

When searching on a date field, you can search for a date range. Learn about the types of date searches.

• All dates that occur on or after a particular date. This type of search can be performed by specifying a starting date and leaving the ending date blank.
• All dates that occur on or before a particular date. This type of search can be performed by specifying an ending date and leaving the starting date blank.
• All dates that occur on or between two dates. This type of search can be performed by specifying a starting and ending date.

  Note: To search for a Date or Date/Time field value with the Any Field search, you must include the entire date and/or time in your search. You cannot use the contains, begins with, or ends with options to search for partial dates. For example, selecting ends with and searching for "2012" will not return the date 4/27/2012.

• A particular date. This type of search can be performed by specifying the desired date as both the starting and ending date.

To perform a field and/or template search

1. In the Search Pane, click Customize Search and select Field Search.
2. Choose the search you want to run by selecting one or both of the following:
   • To search by field, select Search across selected fields.
     • Click Choose Fields.
     • In the Choose Fields dialog box, select the field(s) you want to search and click OK.
     • Type one or more search values in the appropriate field option(s).

       Note: If you begin to type a value in the field and no characters appear in the option, the characters you are typing are not valid for that field. For instance, you will not be able to type alphabet characters in a number field.

   • To search by templates and, optionally, their fields, select Search by template.
     • Select Search by template.
     • To search by template only, select the template and leave all the fields blank. This will return all documents and folders assigned this template regardless of the field values.
     • Optional: If you want to search for specific field values, type one or more search values in the appropriate field option(s).

     Note: If you begin to type a value in the field and no characters appear in the option, the characters you are typing are not valid for that field.  For instance, you will not be able to type alphabet characters in a number field.

3. Click Search.

Note: To remove fields, click Choose Fields and clear the fields you want removed

Note: For template searches, all fields left blank will be ignored when the search is performed. If you search on individual field types, leaving the field value blank will return documents where that fields has no value.