Advanced Searching

You can access the advanced search menu by clicking on the advanced search icon in the search toolbar of the Main Menu or by selecting [Advanced Search] from the Edit text menu.  Searches can be performed at a very granular level, down to individual folders, notes etc by selecting the appropriate criteria.  Items matching the search criteria are displayed in the Search Results tab where they can be sorted and grouped.

Select what to look for and where to look

1. Look For-  Choose the item type you are looking for.  This can be either:

• Any Item Type

• File - Includes web pages, snapshots and clippings

• Note

• Email

• Folder

• Task

• Discussion Server

• Discussion Group

• Discussion Posting

2. In Repository-  Click on the drop down and check each of the repositories that you want to search.

3. Under-  Select the branch of the All Folders tree you wish to search.  The All Folders root is selected by default.

• Use the button to browse your information tree structure and select a folder.  All folders and items below the selected folder will be included in the search.

• Use the button to select the container of the most recently displayed item.

Search Criteria

Searches can contain multiple criteria.  They are built one at a time and then added to the list.  When you have specified all of the criteria you require you can execute the search with the [Find Now] button.

Build a Single Search Criterion

4. Select the field you want to search in.  Fields are organized into groups to make them easier to find and select.  The following table indicates with an X which fields are in which groups.  It does not matter from which group you select the field.  For example, if you select the Description field from the All Email Fields group, the description fields in All Files, Notes, Email, Discussion Posts and Text will be searched (assuming you have not restricted the search to a specific item in Step 1 above).
   Note:  Attribute fields will further list the names of attributes that you have created so that you can specifically search for values within them.

5. Select the condition for the field selected in step 4.  The table below indicates which conditions can be selected for which fields.
    

6. Enter the value that you want to compare against the condition selected in step 5.

7. Click on the [Add to List] button.  Your criterium will appear in the Criteria List box.

Criteria List

8. Delete unwanted criteria from the list using the [Delete] button.  Criteria are saved between searches so old ones may be present.

9. Change existing criteria using the [Edit] button.

10. When you are satisfied with your criteria set click on the [Find Now] button to execute your search.

Note: Entering multiple search criteria results in ANDing, the result set will match all of the selected criteria.  For example, if you enter "horse" in both the Title  and Body fields, the search will return only results that have horse in the title and in the body.

Number of pending index requests:  As items are added to KnowledgeWorkshop their contents are automatically indexed so that they can be searched rapidly.  Items to be indexed are queued and processed in the background.  The number of items awaiting indexing is shown in the Number of pending index requests line. This number is likely to increase if you automatically add a large number of items to your tree, for example, when generating tree items by crawling a web site.