Search by Form Dialog
Used to create, run, and save advanced searches for documents in ProjectWise Explorer. If you want to run an advanced search that looks for folders and work areas, use the Define Search dialog.
Advanced document searches let you search based on any general document property, environment attribute, file property (if file properties have been extracted), or full text strings inside the attached file or in the document's attributes (if full text has been extracted).
For all text fields in this dialog, you can type into them, or you can open a dialog to configure the appropriate search expression by right-clicking in the field and selecting Format Criteria, or by clicking the Format button (...) to the right of the field.
The Search by Form dialog opens when you:
- select in ProjectWise Explorer, if Document Search is set as the default advanced search method
- click the Advanced Search icon in the Search toolbar in ProjectWise Explorer, if Document Search is set as the default advanced search method
- select Document Search in the Select Search Definition Dialog, if you selected or clicked the Advanced Search icon in ProjectWise Explorer and no default search dialog was set
General tab, Document section
Setting | Description |
---|---|
Name | Restricts the search to documents whose document name matches the name entered, or matches the custom search expression defined. |
Description | Restricts the search to documents whose document description matches the description entered, or matches the custom search expression defined. |
Version | Restricts the search to documents whose version matches the version entered, or matches the custom search expression defined. |
Sequence / Only Current | If multiple versions exist for a document, you can use the Sequence field to set the order in which versions of documents are to be returned in the search results list. If Only Current is on, only the current version of a document will be returned in the search results list. |
Application | Restricts the search to documents associated to the selected application. If no application is selected, documents of all application types are searched. |
Workflow | Restricts the search to documents in the selected workflow. |
State | Restricts the search to documents in the selected state. When a workflow is selected, you can only select a state within that workflow. If no workflow is selected, you can search on any state in the datasource. |
Department | If a particular department is set, the search is restricted to documents associated to that department. |
Status | If a particular status is set, the search is restricted to documents that match that status. Options are Checked In, Checked Out, Exported, Final, Not Checked In, Not Checked Out, Not Exported, and Not Final. |
Status Set By | If a particular user is set, the search is restricted to documents whose statuses have been set by that user. |
(Status last changed) On | The On field to the right of the Status Set By menu lets you restrict the search to documents whose status last changed, on, before, after, or between specific dates or dates and times. For example: Status Set By: 'Bill' On: 1/12/2020, searches for documents whose status user 'Bill' has affected on January 12, 2020. Or a more narrow search might be: Status Set By: 'Bill' On: BETWEEN '1/12/2020 7 AM' AND '1/12/2020 4 PM'. |
Created By | If a particular user is set, the search is restricted to documents created by that user. |
(Created) On | The On field to the right of the Created By menu lets you restrict the search to documents which have been created on, before, after, or between specific dates or dates and times. For example: Create By: 'Bill' On: 1/12/2020, searches for documents created by 'Bill' on January 12, 2020. Or a more narrow search might be: Created By: 'Bill' On: BETWEEN '1/12/2020 7 AM' AND '1/12/2020 4 PM'. |
Updated By | If set, the search is restricted to documents updated by the selected user. |
(Updated) On | The On field to the right of the Updated By menu lets you restrict the search to documents which have been updated on, before, after, or between specific dates or dates and times. For example: Updated By: 'Bill' On: 1/12/2020, searches for documents updated by 'Bill' on January 12, 2020. Or a more narrow search might be: Updated By: 'Bill' On: BETWEEN '1/12/2020 7 AM' AND '1/12/2020 4 PM'. |
General tab, File section
Setting | Description |
---|---|
Name |
Sets the file name to search for. |
File Size | If a value is specified, the search is restricted to files of this size or range of size. |
Storage | If a particular storage area is set, the search is restricted to documents in that storage area. |
File Updated By | If set, the search is restricted to files updated by the selected user. |
(File Updated) On | The On field to the right of the File Updated By menu lets you restrict the search to documents whose files have been updated on, before, after, or between specific dates or dates and times. For example: File Updated By: 'Bill' On: 1/12/2020, searches for documents whose files were updated by 'Bill' on January 12, 2020. Or a more narrow search might be: File Updated By: 'Bill' On: BETWEEN '1/12/2020 7 AM' AND '1/12/2020 4 PM'. |
General tab, Folder section
Setting | Description |
---|---|
Look in | If a particular folder is set, the search is restricted to looking for documents in that folder. When no folder is set, the search includes all folders in the datasource. You can click the Change button to browse to and select another folder. (If you have a folder selected when you select Folder > Advanced Search, the dialog is set by default to search for documents in the selected folder.) |
Include subfolders | If on, all subfolders of the folder specified in the Look in field will be searched. |
Name | Lets you search for a folder by specifying a folder's name. For example, through this field you could search for all folders having the name 'Design Files'. This field can also be useful if you know the name of the folder, but cannot otherwise find the folder through normal navigation (Look in). If the folder exists for the name you specify, but contains no documents, the folder will not be found. |
Description | Lets you search for a folder by specifying a folder's description. For example, through this field you could search for all folders having the description 'Design Files'. Like the Folder Name field, this field can be useful if you know the description of the folder, but cannot otherwise find the folder through normal navigation (Look in). If the folder exists for the description you specify, but contains no documents, the folder will not be found. |
Environment Name | By default this field displays the environment that is associated to the folder or work area that happens to be selected when you open the dialog. The environment displayed determines which attribute fields display on the Attributes and More Attributes tabs of this dialog. Click the Change button to the right of this field to change the environment displayed. |
Find in this Environment only | If on, the search will be restricted to the environment selected in the Environment Name field. If off, the search will search across all available environments. The state of this setting (on / off) when you close the Search by Form dialog will be remembered the next time you open it. |
Attributes and More Attributes tab
Lets you search for environment attribute values (specifically, those in the active interface). The fields that display on these attribute pages depend on:
- the environment specified in the Folder section on the General tab of this dialog
- what additional attribute fields were created by your administrator when creating the environment
- and whether or not an interface exists for the environment, and if more than one interface exists, which one is set as the active interface
File Properties tab
Lets you search on file property values, if file property extractions have been performed by your administrator on this datasource. If no property fields display on this tab, then most likely file property extractions have not yet occurred. The appearance of this tab in the dialog is determined by the user setting,
.Full Text tab
Lets you search on text strings contained in documents' files, or in text fields of general properties and environment attributes, if full text extractions have been performed by your administrator on this datasource. The appearance of this item in the dialog is determined by the user setting,
.Spatial tab
Lets you enter search criteria to find documents in based on their spatial properties.